ExitWell Advisors Helps Business Owners Plan and Execute Successful Transitions

FREDERICK, Md., March 19, 2025 /PRNewswire/ -- ExitWell, a value acceleration and sell-side advisory firm founded by veteran business leader Dave Lokos, is helping business owners take control of their future through strategic exit planning and transaction readiness services.

With decades of experience as a founder and CEO, formal certification as a Certified Exit Planning Advisor (CEPA), and a Certified Executive Coach, Lokos launched ExitWell to guide owners of small to mid-market companies through the complexities of growing business value and successfully navigating the sale or transition of their company.

"It's inevitable that every business owner will eventually exit their business—the key question is, will it be on their terms?" said Lokos. "Many owners wait too long to prepare for a sale, which can limit their options and significantly reduce value. At ExitWell, we guide clients through a proven process: discovery and assessment, strategic planning, and lead them through the sell-side process when the time is right."

ExitWell works with business owners typically generating $3.5M–$50M in annual revenue, delivering services including:

• Exit Planning Strategy
• Sell-Side M&A Advisory
• Business Succession Strategy
• Value Acceleration Strategy

ExitWell's process ensures business owners are well-positioned to attract the right buyers, maximize deal value, and successfully close transactions. The firm partners with financial advisors, CPAs, legal experts, and other professionals to provide a full-spectrum advisory approach tailored to each client's unique situation.

Lokos will also be featured in a thought leadership article on exit planning, to be published in mid-April in Frederick Chamber Insights. The article explores key exit readiness issues and highlights practical steps owners can take now to build transferable value and achieve better outcomes at exit.

For more information about ExitWell Advisors or to schedule a consultation, visit www.ExitWellAdvisors.com or contact Dave Lokos at [email protected].

About ExitWell Advisors
ExitWell Advisors is an exit planning and sell-side advisory firm specializing in business succession, M&A advisory, and exit strategy. Founded by industry veteran Dave Lokos, ExitWell helps business owners navigate transitions with clarity, confidence, and maximum financial benefit.

SOURCE ExitWell