Prepare Wisely. Exit Confidently.
PREPARE WISELY.
EXIT CONFIDENTLY.
Helping Business Owners Prepare Wisely
so they can Exit Confidently.
READY
Assess Situation – Create Plan
SET
Optimize Company Value
GO
Head to Market
Helping Business Owners Prepare Wisely
so they can Exit Confidently.
READY
Assess Situation then
Create Plan
Emotional Readiness
–
Financial Readiness
–
Business Readiness
–
Best Path Forward
–
Create a Plan to Get There
SET
Optimize Company Value
Review accounting and analyze the financial picture
–
Determine a range of values
–
Find areas to reduce costs in order to increase value
–
Make structural changes to improve the business
MORE
GO
Head to Market
Blind-promote online
–
Contact potential Buyers
–
Solicit qualified offers
–
Work through Buyer due diligence, contingency removal and escrow closing.
MORE
A “best outcome” in the sale of any business starts with clearly understanding what’s going on in each area of the operation. Even the smallest factors can make a big difference in the value of that business.
WANT TO SELL YOUR BUSINESS FOR TOP DOLLAR?
Serious buyers are looking for businesses just like yours.
You may be ready to sell but, are you PREPARED?
If you want to maximize the value of your business before going to market…
Make the EXIT-WISE choice.
OVERVIEW
IT’S A FACT
THAT MORE THAN
%
OF BUSINESSES WANTING
TO SELL COULD SELL
FOR MORE*
- RETIREMENT IS THE LEADING REASON FOR SELLING 67%
- THE AVERAGE ASSIGNMENT LASTS
8.6 Months
- PRIVATE EQUITY AND EXISTING COMPANIES ARE THE MOST ACTIVE BUYERS 65%
It can take years to properly develop and fully implement a formal “exit plan”. Major changes to the business are often needed and typically include redirecting funds, time and key resources. If your exit horizon is far enough out and you are fully prepared to put in the effort necessary, it is very much a worthwhile thing to do. I can accelerate the process!
Studies indicate that just over 70% of owners of lower middle-market businesses actually spend less than one year doing any proactive exit planning*. This is the group of business owners I want to help.
With a sharp eye, experience and a large resource network, I can help an owner make the quick changes and fixes that will help to improve the outcome of a sale.
I work hand-in-hand with the owner(s) to bring solutions and improvements to light. I help them find any necessary resources then work with them to implement change. The owner remains informed and in control.
My unique accounting and business management background has given me a keen eye to spot inefficiencies, errors or needed improvements. My being fluent in the sometimes complex language of accounting, tax and legal professions makes the process smoother and less challenging for the owner.
Exit-Wise helps owners gain greater clarity and confidence in their business – so much so, they may even decide NOT to sell. And you know what? That’s okay too.
* Derived from the Fourth Quarter 2019 Market Pulse survey conducted quarterly by the International Business Brokers Association and the Pepperdine|Graziadio Business School.
Lower middle market per the Market Pulse report is companies selling between $2 million and $50 million.
WANT TO SELL YOUR BUSINESS FOR TOP DOLLAR?
Serious buyers are looking for businesses just like yours.
You may be ready to sell but, are you PREPARED?
Maximize the value of your business
Make the EXIT-WISE choice.
OVERVIEW
A “best outcome” in the sale of any business starts with clearly understanding what’s going on in each area of the operation. Even the smallest factors can make a big difference in the value of that business.
IT’S A FACT
THAT MORE THAN
%
OF BUSINESSES WANTING
TO SELL COULD SELL
FOR MORE*
- RETIREMENT IS THE LEADING REASON FOR SELLING 67%
- THE AVERAGE ASSIGNMENT LASTS
8.6 Months
- PRIVATE EQUITY AND EXISTING COMPANIES ARE THE MOST ACTIVE BUYERS 65%
65%
It can take years to properly develop and fully implement a formal “exit plan”. Major changes to the business are often needed and typically include redirecting funds, time and key resources. If your exit horizon is far enough out and you are fully prepared to put in the effort necessary, it is very much a worthwhile thing to do. I can help you to accelorate the process.
Interestingly, studies indicate that just over 70% of owners of lower middle-market businesses actually spend less than one year doing any proactive exit planning*. This is the group of business owners I want to help.
With a sharp eye, experience and a large resource network, I can help an owner make the quick changes and fixes that will help to improve the outcome of a sale.
I work hand-in-hand with the owner(s) to bring solutions and improvements to light. I help them find any necessary resources then work with them to implement change. The owner remains informed and in control.
My unique accounting and business management background has given me a keen eye to spot inefficiencies, errors or needed improvements. My being fluent in the sometimes complex language of accounting, tax and legal professions makes the process smoother and less challenging for the owner.
Exit-Wise helps owners gain greater clarity and confidence in their business – so much so, they may even decide NOT to sell. And you know what? That’s okay too.
* Derived from the Fourth Quarter 2019 Market Pulse survey conducted quarterly by the International Business Brokers Association and the Pepperdine|Graziadio Business School.
Lower middle market per the Market Pulse report is companies selling between $2 million and $50 million.
READY
Understand your situation and formulate a plan
It all starts with what is important to you and where you’re going. This will likely be the largest financial transaction of your life and it needs to be executed in light of your goals and objectives. Your CPA, financial planner and estate attorney all need to be part of this process because they exist to help with various aspects of your life.
SET
Prepare for Sale
Depending on the condition of your operation, this step can be very easy or it can take months. Either way, it is advisable to expect to spend enough time to complete all the steps. After all, if more value can be mined out of your situation, the better.
GO
Head to Market
Now the work of executing your plan starts. This includes marketing the business, finding a qualified buyer, negotiating price and terms, completing due diligence and closing the transaction. There are lots of moving parts and bumps and bruises in this process, however, your readiness preparations will help smooth these out.
READY
Understand your situation and formulate a plan
It all starts with what is important to you and where you’re going. This will likely be the largest financial transaction of your life and it needs to be executed in light of your goals and objectives. Your CPA, financial planner and estate attorney all need to be part of this process because they exist to help with various aspects of your life.
SET
Prepare for Sale
Depending on the condition of your operation, this step can be very easy or it can take months. Either way, it is advisable to expect to spend enough time to complete all the steps. After all, if more value can be mined out of your situation, the better.
GO
Head to Market
Now the work of executing your plan starts. This includes marketing the business, finding a qualified buyer, negotiating price and terms, completing due diligence and closing the transaction. There are lots of moving parts and bumps and bruises in this process, however, your readiness preparations will help smooth these out.