EXIT STRATEGY. MERGERS & ACQUISITIONS. BUSINESS VALUATION. CAPITAL SOLUTIONS. BUYER/SELLER REPRESENTATION. GROWTH STRATEGY. VALUE CREATION.

Exit Advisors advises clients on M&A transactions and guides them through succession planning. Our team of industry professionals will develop tailored growth and exit strategies that will maximize the value of your enterprise and close a successful transaction.


OUR PROCESS

The process of exiting a business is extremely complex with pitfalls and unique challenges that are unknown to entrepreneurs and established businesses alike. Don't try to navigate uncharted waters alone!

Executing a major transaction under satisfactory terms is a long term process that involves expert preparation. Our extensive due diligence process will yield the highest possible valuation for our clients. Exit Advisors provides enterprises with a combination of services including, business valuation, accounting clean-up, quality of earnings analysis, financial and operational readiness, market research, targeting buyers/sellers, preparation of confidential memorandums, negotiations, estate and tax planning, and many other offerings. 

For most owners, exiting a business is the biggest and most important transaction of their life. It cannot be left to chance or be completed by an inexperienced team. Exit Advisors will provide clear and prompt communication while helping develop a viable and successful exit strategy.

Exit Advisors offers a turnkey solution for your succession plan and successful exit.
— John Maneri | Maneri Agraz

We are not here to just "get the deal done."

a systematic approach tailored to your exit.

What to expect

Education

  • Overview of the Process 
  • Understanding Complexities and Nuances
  • Expectations 
  • Keys to Success
  • Common Pitfalls 
  • Valuation Basics 
  • War Stories   
  • Seminars 
  • E-Books 
  • Case Studies
  • Continuing Education
  • Webinar
  • One on One Consultation 

Preparation

  • Strategy (Growth to Exit)
  • Post Acquisition Plan
  • Financial Planning
  • Tax
  • Estate
  • Insurance 
  • Financial Readiness/ Quality of Earnings / Accounting Clean Up / Audit
  • Valuation Expectations
  • Identify & Mitigate Key Risks
  • Due Diligence Readiness         
  • Market / Target Buyer Development
  • Financial Modeling and Structure
  • Management Team / Key Employee Preparation
  • Corporate Documentation Readiness
  • Legal Review and Audit  
  • Supplier / Key Employee Non-compete / Customer Agreements

Execution

  • Non Disclosure Agreements  
  • Offering Memorandums (Blind & Formal)
  • Marketing Plan
  • Brand Messaging 
  • Target Buyer Lists 
  • Introduction Emails
  • Introduction Phone Calls
  • Online Portals (Axial Markets / PE Nexus / Biz Buy Sell)
  • Intermediaries
  • Buyer / Seller Meetings
  • Negotiation
  • Due Diligence Support
  • Legal Review
  • Closing
  • Post Closing Follow Up