Exit Planning Benefits California

Exit Planning Process

Leaving behind your life's work and maximizing the value of your largest asset deserves a strategy.

Exit Planning Process

“To think is easy. To act is difficult. To act as one thinks is the most difficult” — Johann Wolfgang Von Goeth

Exit Strategies offers California business owners a complimentary in-person consultation and facility walk-through. You’ll get to know us and our capabilities, and we’ll get an understanding of your business and your priorities, and together we can decide if an exit planning project makes sense. We will recommend the appropriate scope of analysis during our initial meeting. Solutions are sometimes obvious and we can move straight to planning and implementation. More often, exit planning is a three-phase process.


Phase 1:  Assess Your Company

We start with an objective and reasonably thorough Assessment of your company from a buyer/investor perspective. We add to the analysis that typically goes into a business valuation, uncovering conditions that may be limiting sale readiness, marketability or transferability. We also identify likely buyer types, deal structures and financing options.

With the Assessment in hand, we will coordinate with other professionals to minimize taxes, understand your liquidity and income needs post-exit, and efficiently transfer wealth. If you don’t already have these relationships we can make introductions.

Phase 2:  Create an Exit Roadmap

The Assessment lays the foundation for selecting your preferred exit option and making strategic business decisions. In this phase we help you quantify and weigh strategic alternatives to close gaps in value, sale readiness, marketability or transferability. Business growth, increasing profit margins and reducing investor risk are common themes. A concise Exit Roadmap documents a course of action to close these gaps within your time frame.

When your end-game is a third-party sale, the Exit Roadmap prepares your business for the M&A sale process.

Phase 3:  Implement Your Plan

Implement the Exit Roadmap with your team.

How can help with implementation:

  1. Regular coaching sessions to maintain momentum and course correct
  2. Introduce other service providers (HR, marketing, lenders, legal, financial, tax, estate, etc.)
  3. Update Assessment of value to monitor progress
  4. Modify the Exit Roadmap as conditions change
  5. Strategic acquisition advisory. Full-service buy-side representation, from identifying target companies to negotiation, to advising on integration.
  6. If growth capital is needed, we can introduce private equity partners

Exceptional ROI

Exit planning provides an exceptional return on investment and should be one of the easier investment decisions you’ll make. Of course, you have to be proactive and willing to make changes. The earlier we get involved, the more we can impact your exit.

To explore whether Exit Strategies can help you exit your business on your terms and time frame, contact Al Statz for an initial consultation, at no cost or obligation. Our discussion will remain confidential.

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