The NAVIX Process

We blend structured methodology, proprietary tools, and hands-on execution to guide owners and companies toward an exit that accomplishes their objectives.

Our Process

For most owners, exiting a business is a once-in-a-lifetime event, making it one of the most important financial and professional decisions they will ever make. NAVIX was built to make the exit planning process clear and intentional. Working with our team means having a proven system to follow that is tailored to your unique goals, timeline, and values. We blend structured methodology, proprietary tools, and hands-on execution to guide owners and companies toward an exit that accomplishes their objectives.

Nearly all business owners share a common goal at exit: achieving personal financial independence. The Exit Magic Number is a financial analysis that defines exactly how much net, after-tax capital you need to extract from your business before exit to hit this target. Unlike a traditional valuation exercise, your Exit Magic Number is not about what the business is worth. It is about the amount you need to live the post-exit life you envision. If your Exit Magic Number exceeds your company's current valuation, work will be needed to bridge the gap. If lower, you may have greater flexibility and negotiating strength. This clarity helps throughout the exit planning process.

The NAVIX Exit Map is the foundation of our process. It organizes the major issues business owners must address before they can exit successfully and illustrates how each decision shapes the path forward. A total of 20 key checkpoints along the timeline, each representing a critical decision or deliverable required to prepare both the owner and business for exit. Rather than working through the NAVIX Map in a strict sequence, we work with you to prioritize what needs attention first and design a path based on your particular exit strategy, whether selling to an outside buyer, selling internally, passing on to family, or winding down the business.

Your Transferrable Value Score™

Growing revenue is not the same as growing value. Buyers and successors care not only about the results your business achieves, but also how reliably those results can continue after you exit. The Transferable Value Score is one of our most powerful tools for evaluating that readiness. Built on dozens of diagnostic questions, this assessment analyzes how easy, cost-effective, and low-risk it will be for someone else to take over the company and build upon its success.

This analysis is often one of the first steps in our onboarding process for new clients, giving owners a clear picture of their company’s current strengths, potential risks, and value-driving opportunities.

Owner Independence

Is the business able to run effectively without constant owner involvement?

Financial Clarity

Are financials accurate, readily available, and consistent with industry norms?

Compelling Plan

Is there a credible, well-defined plan for growth in the near and long-term future?

Managed Risk

Has the business diversified customers, vendors, and key relationships to reduce vulnerability?

Sustainable Brand

Does the company have a strong reputation and intellectual property that support differentiation from competitors?

Scalable Systems

Are documented, repeatable processes in place to allow the company to scale efficiently?

Top-Notch Team

Is the management team strong, aligned, and capable of providing consistent leadership?

See How Ready You Are

Take our brief Exit Readiness Assessment to evaluate where you and your business stand today. You’ll answer a few multiple-choice questions and receive instant, personalized insights into your readiness along with practical next steps.

It’s an easy, free, and confidential way to start thinking more clearly about your exit.

Start the Assessment