Our 10-Step Exit Advantage℠ Program
Owner Readiness Review
How prepared are you to exit?
This 10 question self-assessment survey evaluates a business owner’s feelings about his/her desire to continue owning and operating the business.
Company Readiness Review
How dependent is the company on you?
Most private equity investors and strategic buyers will agree that the biggest roadblock to selling a business in the lower middle market is its dependency on the owner
Business & Financial Performance Assessment
How well does your business benchmark against others in your industry?
We’ll perform an analysis of your business based upon historical data and a near-term forecast if appropriate.
Recast Financials
What are the true earnings of your company?
The true earnings of your company are usually not reflected in your tax returns or financial statements.
Range of Values
What are the financial and premium values of your business?
Using the adjusted financial picture from the previous step, we’ll determine what your business is worth today, along with the range of higher prices a well-matched buyer might be willing to pay.
Tax Optimization
How do you reduce your tax burden?
We’ll work with your accounting firm and/or CPA to determine your tax burden and identify ways to strategically minimize it.
Acquirer Risk Assessment
What does a buyer see as risk, and how do you reduce it?
We’ll review employee, supplier, customer and environmental issues, among others.
Transition Options
What are your best options and why?
We’ll walk through the types of buyers in the market and the advantages and drawbacks of each.
Assessment Recommendations
How can you enhance your company’s value?
A scorecard highlights areas of weakness and provides specific recommendations for improvement.
Annual Performance Review
Are you heading in the right direction?
We’ll annually review your progress, and when you’re ready, we’ll take your business to market.