Exit Strategies Group offers business owners a complimentary in-person consultation. 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 engagement makes sense. We can usually 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. An Assessment includes all of the analysis that goes into a business valuation, but also uncovers conditions that may be limiting value, sale readiness, marketability or transferability. It also provides guidance on likely buyer types, deal structures and other deal terms.

With the business assessed, we can help you retain the right legal, tax and wealth advisors. We can coordinate with these professionals to help you 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 a Strategic Exit Plan

The Assessment sets 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. Scaling the business, increasing profit margins and reducing investor risk are common themes. A concise Strategic Exit Plan lays out a course of action to close these gaps within your time frame.

When your preferred exit option is a third-party sale, a Strategic Exit Plan helps prepare your business for an M&A sale process.

Phase 3:  Implement Your Plan

Implement the Strategic Exit Plan with your team. How we 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 financial forecasts and the 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 impact we can have.

Contact Al Statz for an initial consultation, at no cost or obligation. Our discussion will remain confidential.