Our team has broad transaction experience, not only as industry professionals but also successful entrepreneurs - we have lived and breathed the experience from both sides of the table. we work with you and your business to deliver the best results as efficiently as possible.


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Education

We believe that understanding the keys to increasing business valuation and the process and strategy of exiting a company are critical to the ultimate success. We provide educational materials and will have discussions on these topic to ensure understanding and buy in of the process. 

TYPE OF WORK COVERED

  • Overview of the Process

  • Complexities & Nuances

  • Valuation Basics

  • Keys to Success & Common Pitfalls

  • Consultation & Expectations


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discovery

The Discovery process is meant to be a “look under the hood” in each respective area, to determine and provide guidance for specific needs and the best plan forward.

TYPE OF WORK COVERED

  • Financial Readiness Assessment

  • Legal Readiness Assessment

  • Operational Readiness Assessment

  • Personal Financial Planning Assessment

  • Valuation: Identify Key Risks


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preparation

Once formally engaged to prepare the company for a successfully exit, a thorough review will take place by a variety of experts with recommendations and plan of action. 

TYPE OF WORK COVERED

  • Quality of Earnings, Review or Audit

  • Operational Review

  • Valuation Report

  • Legal Review

  • Strategy Formulation & Long Term Plan

  • Pre-Due Diligence Preparation


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execution

Once the company is adequately prepared to achieve a successful exit and realize its maximum value, Exit Advisors will guide you through the marketing, negotiation, and eventual closing of the transaction.

TYPE OF WORK COVERED

  • Market Assessment, Targeting Ideal Buyers & Outreach

  • NDA & Offering Memorandums

  • Negotiation

  • Transaction

  • Closing

  • Post Closing Follow Up