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.

For more information regarding our Exit Planning Services,
please give us a call.

CONTACT US

Private to middle market

Our Services

We work with business sellers and buyers in western Canada, and aroudn the globe.

Exit Planning Servies

planning, preparation and implementation

Exit Planning Servies

Learn more about when you should start, what’s involved, and the benefits for you.

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Valuation Services

Certified Appraisals

Valuation Services

We offer comprehensive business appraisals including our proprietary and exclusive Net to Owner Analysis.

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Sell-Side M&A Advisory

Sell Confidentially

Sell-Side M&A Advisory

Our knowledgeable experts have a proven track record of guiding business transactions to successful closings in a confidential manner

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Buy-Side M&A Advisory

Buy With Assurance

Buy-Side M&A Advisory

With careful analysis, we examine every detail of the businesses we represent, ensuring a custom target fit for maximum synergy..

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Our work

Portfolio

Recent successful transactions

A leading freshwater scientific laboratory in the Okanagan.

An RCABC certified company providing services to the commercial and residential sector in the Okanagan.

Jardin is a leading wholesale food distributor in northern Alberta.