Key Challenges We See in Exit Readiness
Missing Team Capacity / Capability
Team cannot operate at deal pace and takes too long
Insufficient data & poor visibility
Data is not ready or vetted for deal risks or potential opportunities
Lack of "Buyer Perspective"
Un-anticipated questions arise in diligence that impact deal value
Management preparation & focus
Executives are not prepared and consumed with transaction work
Successful exits are a product of preparation — processes reward maturity in finance, operations, and a clear articulation of the equity story and “next owner playbook”
Step 1: Readiness Assessment
(1-2 Weeks)
We grade readiness and build a roadmap across:
- Data (Ebitda adjustments, KPIs)
- Strategic Plan and Value Bridge (quantified value creation, long-range business plan & forecast)
- Management readiness & risks
- Team gaps / needs
- Market and Customer trends and value levers
Step 2: Exit Readiness Actions
(Typically 6-12 weeks)
We work hand-in-hand with Company to:
- Develop Value Creation Documents (value creation narratives & case studies, long range financial models and business plan)
- Build Data Readiness (data cubes, trended KPIs, Product, Customer, Revenue & Profitability analytics)))
- Document "Next Owner" Value Creation Playbook and Answers to Buyer Questions
Step 3: Transaction Execution
(from Launch to Close)
We provide dedicated resources to support management in the transaction
- Update and maintain transaction related data and materials
- Address ad-hoc diligence questions and analytics requested by Buyers / 3rd party advisors
- Project manage and coordinate between third-party advisors, Sponsor, Management & Buyers