We Don't List. We Position.

Exit With Jake

 We Value. We Position. We Sell — Without The Games.

About Jake Taylor

This Isn’t Just About Selling a Business. It’s About Trusting the Process. Jake Taylor isn’t trying to list your company. Has applying to walk beside you. After 24 years as a business owner himself – building trust from scratch in the mortgage world – Jake knows the highs and lows of entrepreneurship firsthand.  He created Exit With Jake for one reason: To serve other founders at their most defining moment. Because selling a business isn’t just about price. It’s about identity, timing, control and clarity.

And when done right, it’s not the end of the story — it’s the start of your next one.

Provided Services

As serious business owners, you understand that the decision to sell your
privately held, mid-market firm is a significant undertaking.

Business Valuations

As a serious business owner, you understand that determining the true value of your company is a critical first step in any potential exit strategy. At Exit with Jake, we approach business valuations with a direct and insightful methodology, designed to provide you with a clear and realistic understanding of your company’s worth.

Support Of Professional Advisor

As the owner of Exit with Jake, I understand the importance of a strong network within the professional advisory community here in the United States. Over the years, we’ve cultivated successful working relationships with numerous advisors.

Deal Making

These relationships are invaluable when it comes to planning a sensitive and strategic exit from your mortuary business. We collaborate closely with these trusted advisors to ensure a comprehensive and well-coordinated approach to your transition.

Why Choose Us?

Confidentiality

Confidentiality is not just a policy; it’s a cornerstone of our approach. We are committed to protecting the privacy of your business and ensuring the utmost discretion with your customers, employees, suppliers, and lenders throughout the entire process.

Valuation Process

This allows us to accurately assess the true value of your establishment, taking into account not just financials but also your community reputation and long-standing relationships.

No Up-Front Fees

Our fee structure is straightforward and directly tied to the successful completion of your exit transaction. You can expect transparent terms with no upfront consultation fees or ongoing retainers.

Trusted Advisor

We understand the significance of this transition and dedicate senior-level management attention to every engagement, regardless of the size or complexity of your mortuary. We don’t delegate crucial aspects of this process to junior staff or back-office personnel.

Specialized Middle Market

Our expertise lies squarely in understanding the intricacies of these industries and guiding owners through strategic transitions, not simply acting as a general business brokerage.

In Depth Research

This targeted strategy supports your specific objectives, ensuring that potential successors are approached with the appropriate information and understanding of your business’s unique value and community standing.

Company Marketability Assessment

Take a focused 10-minute assessment to understand your mortuary’s market position. This brief evaluation will benchmark your business against others in the sector and highlight specific opportunities to facilitate a successful transition.

Do You Have Buyers for a Business Like Mine?

Premier M&A Advisor

Client Testimonials

Do you have business valuation questions?

Visit Our Conferences

As Exit with Jake, I’ve been actively involved in educating business owners and potential successors in the United States for over a decade. Through informational sessions and direct consultations, I provide valuable insights into the complexities of business transitions within specialized sectors like mortuaries.

Office Locations

Corporate Office

Furthermore, we maintain a network of seasoned professionals embedded within local markets across the country. These individuals possess a deep understanding of regional business dynamics and specific industry landscapes, ensuring you receive informed and relevant guidance tailored to your location and the nuances of the mortuary sector.

Contact Exit With Jake

If you are considering selling your business, please contact us to learn more about our comprehensive service spectrum. Our experienced professionals will answer all your questions about selling a privately held business in complete confidentiality. Please fill out our contact form, or call us at 480 999 3339. We will contact you directly and will never identify ourselves to your employees.