Exit Planning, Preparation and Execution
Guiding businesses through the exit process to optimize shareholders’ monetary and non-monetary objectives.
Key strengths
- Advising owners and boards on exit strategies, alternatives and positioning to maximize enterprise value
- Coaching clients about the demands and hazards of the exit process to optimize project planning and outcomes
- Coaching the executive team in their roles at each stage of the process
- Applying general realities of the exit process to the specific circumstances of a given business
- Selecting, engaging and coordinating outside professionals in their service to owners (investment bankers, legal counsel, auditors, tax advisors, quality-of-earnings analysts)
- Providing unbiased and expert advice regarding the reasonableness of deal value, terms, structures and due diligence requirements, serving only the interests of ownership
Roles
Board Advisor, Shareholder Advisor, Project Leader.