Exit Planning for Business Owners | Yury Zabella

Start Exit Planning
Before You Need It

Most businesses that want to sell aren't ready when they start looking. Yury builds a working exit plan in the 12–24 months before a sale — fixing the financials, systems, and owner dependencies that would reduce your price or kill the deal.

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Fit Assessment

Where this engagement delivers — and where it doesn't

Best fit when…

Right when you want a plan in place well before you go to market

You are thinking about an exit in the next 12–36 months and want a roadmap to get there
Discretionary expenses, owner draws, or personal perks are distorting reported EBITDA
Owner dependency – the business revolves around the founder in ways buyers find risky
No formal SOPs, documented processes, or buyer-ready data room materials
You want financials and systems built to withstand due diligence before you ever start it
Food & beverage manufacturer or technology services company with revenue history

Not a fit when…

Not the right engagement for these situations

Pre-revenue or under $500K in annual revenue
VC-backed with institutional investors managing the exit process
Publicly traded or requiring SEC compliance expertise

Qualifying Facts

Hard requirements before reaching out

Revenue Range

$500K – $30M

Annual revenue. Best fit at $1M+ where exit economics justify the engagement.

Due Diligence Prep

1 week – 3 months

From initial GL review to a complete buyer-ready data room, depending on scope.

Industries

Food & Beverage / CPG · Technology

Specialty food manufacturers and tech services companies.

Track Record

What the work has produced

+50%

Cash-at-close at Dynamics Resources by recasting historical financials, reclassifying discretionary owner expenses, and rebuilding EBITDA add-back documentation — before the business went to market, positioning it at a materially higher multiple.

Dynamics Resources → Synoptek · 2019 Exit

+7%

Net margin improvement at Dynamics Resources through class-based P&L reporting and reclassifying ERP development costs from COGS to R&D — giving buyers a cleaner view of core service margins and improving the financial profile presented to them.

Dynamics Resources · Technology Services

80+

Buyers personally engaged by Yury Zabella during the Dynamics Resources exit process, spanning both strategic and private equity acquirers — co-founded from 3 employees, built to 50+, closed an 8-figure exit with Synoptek in 2019.

Yury Zabella · Co-Founder / CFO

How It Compares

Fractional CFO vs. the alternatives

	Yury Zabella	Investment Banker	M&A Attorney	Large Fractional CFO Company
Role in Exit	Prepares business before market, re-casts financials, engages with the potential acquirers	Runs the sale process; finds buyers	Legal documentation	Strategic finance; rarely exit-specific
Financial Normalization	Yes — P&L projections recasting and EBITDA optimization	Relies on CFO to prepare this	No	Sometimes
Owner Dependency Removal	Yes — builds systems and trains team	No	No	Rarely
Cost	From $8,500/mo (Exit tier)	5–8% success fee	Hourly legal fees	Market rate
Engagement Timing	12–24 months before exit	6–12 months before close	During active deal	Any time

Ready to start exit planning? Let's look at
where your business stands today.

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Start Exit PlanningBefore You Need It