Business Sale Preparation
Exit Planning

We optimize the business value in preparation for the sale.

 

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We Help Create, Protect and Optimize Enterprise Value.™

Exit Planning - Preparing Businesses for Sale

Statistics show that over 70% of Business Owners' assets are typically locked up in their businesses and not available to them until their companies are sold. Unfortunately, the majority of businesses that go to market don't sell, even in robust economic times, leaving those Owners without solid options.

As the economy is slowing down, it is all the more important that Owners/CEOs be “ready” with attractive businesses to greatly increase the odds that they will find buyers. These Owners/CEOs will then be able to harvest the wealth of many years of hard work. We help them reach their business exit goals.

Working alongside Wealth Advisors, Investment Bankers, Accounting Firms, Legal Firms, and others, we educate Owners about the upcoming business sale steps, which can be quite daunting for those who are not familiar with the M&A process.

Our nationwide team of professionals serves as independent experts in preparing businesses for sale. Business Owners/CEOs are able to complement their deep understanding of their businesses with independent, objective experts skilled in functional areas such as operations, finance, technology, human resources, operations, and marketing, to name a few.

Exit Planning - Deal Readiness® Methodology 

Brochure - Business Sale Preparation (2-pages)

Presentation - Business Sale Preparation (28-pages)

Our Business Process Optimization services give an Owner/CEO an opportunity to strengthen the overall quality and competency of their company in advance of the sales process.  It is a road mapping procedure that utilizes a proprietary assessment and management tool that helps a business maximize its value by:

  • Assessing a business’s competency across twenty functional categories, including planning, leadership, sales, marketing, people, operations, finance and legal.
  • Identifying and prioritizing a business’s specific risks that are depressing value and obstructing long-term sustainable growth.
  • Providing management with visibility into outcomes and return on investment (ROI) for any contemplated initiatives, motivating management to take action to implement specific improvements.

This process enables an Owner/CEO avoid a situation where at the 11th hour they realize that they’re accepting an amount for their business which is less than what they could have received by optimizing operations and reducing the business’s intrinsic risk before going to market.

Business Value Optimization

Our Deal Readiness® Methodology of an initial assessment, value creation, and risk mitigation positions businesses for sale.  Our methodology is focused on improving how companies may appear to potential buyers.  However, by optimizing companies' business processes, the efficiency of their operations is improved, resulting in increased profitability and business value, even if a business sale is a few years away.  In the meantime, Owners will be much better prepared to respond to those unsolicited offers that appear out of nowhere!

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The Return on Investment (ROI) in our Deal Readiness® Methodology is often in excess of 1,000% ...
which is 10 times the amount paid for our services.

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Board of Advisors

A Board of Advisors is composed of accomplished experts offering innovative advice and dynamic perspectives, providing non-binding strategic advice to the management of a company. The composition of the members of the Advisory Board may change periodically, depending upon the needs of the business.

The informal nature of an Advisory Board gives considerable flexibility in structure and management to address issues and growth options.

Buyer Options

When considering the sale of a business, a Business Owner or CEO has a variety of transaction options to sell the business. These options should be understood by the Owners and the Board of Directors, which could affect the price paid by the buyer.  Types of external buyers generally break down to the following:

Financial Buyers. Financial buyers make up a large part of the buyer pool in middle market transactions. Financial buyers look for businesses they can buy using debt financing for 50% to 75% of the price. These buyers are also looking for sufficient cash flow to service that debt.

Strategic Buyers. Strategic buyers expect synergies with their other businesses. They buy companies that work within their future business plans. Sometimes strategic buyers pay a premium to get the clients or expertise of a company.  On the other hand, Owners may not want to engage with strategic buyers who are competitors.

 A successful exit requires the navigation of new and highly complex legal and financial territories, while simultaneously running and improving the business for maximization of its value. Our national presence and extensive experience allow us to help clients quickly develop an accurate assessment of and improve key performance issues, including relevant market benchmarks, cash flow drivers, and customer trends.

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