At Exit With Jake, we don’t just facilitate business exits—we guide founders through strategic, value-driven transitions. Backed by 24+ years of entrepreneurial experience, a veteran-owned mindset of discipline and integrity, and an elite advisor network, we ensure your business is positioned for maximum value, with no upfront fees and guaranteed confidentiality.
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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.
We guide you with honesty and clarity for a seamless exit journey.
Begin with a precise, buyer-aligned valuation to know your business worth.
Simplifying complex exits with timing, control, and maximum business value.
As serious business owners, you know that selling your privately held, mid-market firm is more than a transaction it’s a life-changing decision. At Exit With Jake, we provide expert guidance, strategic planning, and personalized solutions to help you maximize value and transition on your terms.
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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.
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.
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.
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.
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.
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.
Exit With Jake took all the stress out of getting a mortgage. Their personalized advice, quick communication, and expert knowledge made the entire process smooth and worry-free. We highly recommend Jake to anyone looking for a trusted mortgage partner!
Exit With Jake made buying our first home a great experience. They guided us through every step, making sure we understood everything. Their advice was clear, and they kept us updated throughout. We felt confident knowing we were in the right hands. The whole process was smooth and easy.
Jake made selling our home an easy and rewarding process. He provided valuable market insights, helped with pricing, and handled negotiations expertly. We were informed and supported throughout, and our home sold quickly and for a great price. We’re thrilled with the experience and highly recommend Jake.
Exit With Jake’s service exceeded our expectations. They assisted us through every step, from pricing our home to negotiations. The communication was constant, and we were always informed. Thanks to their expertise, we were able to sell quickly and at a great price. We couldn’t be happier with the results.
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.
