Horizon M&A Advisors

Exit Planning and Value-Add Business Coaching

with Dida Goudreau, CM&AP, CEPATM

As an M&A Advisor and Certified Exit Planner through the Exit Planning Institute, I am committed to helping you and other owners maximize the value of their business, take their personal and financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.

Build, Grow, and Exit on Your Terms

Your business is likely your most valuable asset, but is it truly exit-ready? Whether you plan to sell, transition to the next generation, or bring in new leadership, a well-structured exit plan ensures you achieve your financial and personal goals.
As a Certified Exit Planning Advisor (CEPA), I help business owners take a proactive approach—strengthening business value, reducing risk, and preparing for a successful transition. By integrating financial, operational, and strategic planning, I help you position your company for maximum value, whether your exit is years away or right around the corner.
Group 158

Comprehensive Value Building & Exit Planning Services

We offer a strategic roadmap to grow your business value while preparing for a smooth transition. From uncovering hidden opportunities to reducing risk, we help you build a more attractive, scalable company.

Many businesses have untapped potential. I work with you to identify and implement growth strategies that increase profitability, improve efficiency, and strengthen market positioning. Through financial performance analysis, risk mitigation, operational improvements, and leadership development, I help you scale your business while making it more attractive to buyers or successors.

Exiting a business is more than a financial decision—it requires readiness and attractiveness to maximize value. I conduct a thorough assessment of your business to determine any gaps. This includes evaluating key business drivers, identifying risk factors, and creating a step-by-step roadmap to improve valuation and ensure a seamless exit.

If selling is your goal, I help you position your company for a premium valuation. I work alongside other M&A professionals, investment bankers, attorneys, and financial advisors to structure a deal that aligns with your long-term objectives. Whether selling to a strategic buyer, private equity firm, or key employees, I guide you through the process to maximize deal value.

For business owners planning an internal transition—whether to family members, partners, or employees—having a structured plan is critical. I help create leadership development strategies, equity transition plans, and continuity safeguards to ensure a smooth handover while preserving your company’s legacy.

A business exit is a life-changing event. I work with wealth advisors, estate planners, and tax professionals to ensure you’re personally and financially prepared for life after the transition. From investment strategies to legacy planning, we make sure your exit aligns with your long-term vision.

Why Work with a CEPA?

Avoid last-minute decisions that can cost you money and control.

We implement tested methodologies to increase the worth of your company.

Building a team of your trusted advisors early on, is an important aspect of our work.
Sell or transition on your terms, not under pressure.

Get guidance across all aspects of business, personal, and financial planning through your team of experts.

Start Planning for Your Future Today

Whether you’re looking to accelerate growth now or prepare for an exit down the road, having a CEPA on your team gives you a strategic advantage. Let’s create a roadmap that maximizes value and ensures a transition that aligns with your personal and financial goals.

roadmap
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