Experience and preparation are the keys to a successful acquisition. We know how to ideally position and prepare, we eliminate the roadmines, then help ensure the best possible exit.
Companies are bought not sold . . . once noticed. - Jack Welch
Our strategy, planning and execution services ensure that your company is prepared and receives the best possible price and terms. It is never too early to begin planning for an eventual exit even if the timeframe may be years away.
We can also serve on your board to provide long-term guidance and strategy, or just provide ongoing or on-demand consulting and preparation to ensure your company is ideally poised for a great exit.
PreSale Preparation. We measure your readiness, evaluate the positioning that will yield the best possible exit, then help you position, increase value drivers, and prepare for a successful exit.
Evaluating Exit Options and Possible Buyers.
Determining Positioning for the Best Exit.
Boosting Value Drivers & Revenue.
Examining & Aligning Managers in Key Slots.
Creating a World Class Advisory Board.
Becoming More Visible in Your Industry.
Documenting & Protecting Your Key IP.
Transferring Assets to Prep the Deck.
Determining Valuation Metrics and Ranges.
Packaging of the Corporate Book.
Tax Optimization Planning.
Developing a Written Exit Strategy Plan.
Monitoring Potential Acquirers for Timing.
Operating with the Exit in Mind.
Sale Execution. We crispy execute the sale by determining synergies with the most ideal acquirers, getting a competitive bidding process underway, then ensure it stays on track thru closing.
Refining the Acquirers & Executive Names.
Pre-Contact Identification of Syngergies.
Strategically Contacting & Qualifying.
Great Initial Meetings Covering Synergies.
Getting a Competitive Bidding Process Going.
Structuring & Negotiating the LOI or MOU.
Minimizing Reps & Warranties Liability.
Finalizing the Purchase Agreement.
Keeping the Due Diligence on Track.
Negotiating the Non-Compete Agreements.
Negotiating the Management Agreements.
Closing Execution and Settlement.
Post-Sale Integration. We then ensure the process after the closing is executed well to ensure you receive your earnouts, avoid litigation, your taxes minimized and the acquisition is successful.