Exit This Way Consulting guides you through the planning, preparation and implementation of your eventual sale, by drawing upon the most appropriate and relevant of the following actions and activities;
Creating a strategy to match your objectives
Establishing a current (baseline) market value through a certified appraisal
Performing presale transaction Due Diligence (helps ensure there are no surprises in actual purchaser due diligence – surprises kill deals)
Analyzing the current corporate structure and Balance Sheet for optimization of maximum value
Setting clear expectations of the Net To Owner Analysis (NTOA) on the proceeds of a most likely transaction, including tax strategies
Properly positioning the presale year’s capital expenditures, to maximize Shareholder value
Developing a preferred “transaction type” strategy; Asset Sale versus Share Sale
Discussing and preparing for most likely buyers; key employee, strategic industry purchaser, competitor or financial buyers (Private Equity)
Conducting annual codicil updates to the Valuation, with accompanying current recommendations and strategies
Fast Start positioning, we are ready on a moments’ notice with a marketing Confidential Information Memorandum (the CIM book) for a surprise interested Purchaser
Maximum value is best obtained by starting at least 3 to 5 years before an expected sale.
By investing time now, you will have a significant advantage when you decide to go to market.
Exit Planning can make your eventual exit a more successful and rewarding experience.
Exit Planning can make your eventual exit a more successful and rewarding experience.
For more information regarding our Exit Planning Services, please give us a call.