Why Exit Advantage?
Preparation is Key to a Smooth Exit Strategy
We don’t want you to get caught unprepared. We’re here to help you develop a roadmap for a successful exit when you are ready to transition.
Our 10 Step Exit Advantage Program
This 10 question self-assessment survey evaluates a business owner’s feelings about his/her desire to continue owning and operating the business.
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
We will perform an analysis of your business based upon historical data and a near-term forecast if appropriate.
The true earnings of your company are usually not reflected in your tax returns or financial statements.
Utilizing re-casted financials, we will determine the financial value of your business as well as a matrix of premiums a strategic or synergistic acquirer is likely
We will work with your accounting firm and/or CPA to determine your tax burden and identify ways to strategically minimize it.
We will review employee, supplier, customer and environmental issues, among others.
We will explore and discuss the types of buyers in the marketplace with advantages and drawbacks of each
What are the areas that will most enhance your company’s value
Every six months we will meet to discuss your business progress and any changes (good or bad) that have occurred in your business.