Exit Strategy Plans
We aim to be a trusted advisors to our clients for the long term. Even if a company is years away from contemplating a transaction, we believe that it is never too early to start thinking through an exit strategy. Through our Exit Strategy Planning Process we work with company shareholders to help address questions such as the following:
- What is my ultimate valuation goal?
- What am I trying to build?
- Is a strategic sale the best option?
- Who are the likely buyers? Are the business decisions I am making today increasing my attractiveness to this buyer group?
- How should I be thinking through a transition from set-aside contracts?
- Timing considerations – when is my business “least uncertain”
- Management transition and key man issues
- Blocking and tackling – preparing for the sale process
- Estate planning considerations
We look forward to discussing our Exit Strategy Planning product and how it might suite your needs.
Related News
Congratulations on the Acquisition, but the Accounting Analysis May Be Far From Over
Closing a deal is only the beginning. Under ASC 805, Business Combinations, companies face complex post-close accounting requirements that can significantly impact earnings and audit readiness. From contingent consideration remeasurement to intangible asset valuation, the challenges are technical, nuanced, and increasingly important in today’s evolving market. This article explores why earnouts and intangible assets demand careful attention, how valuation methodologies can affect audit outcomes, and why engaging experienced specialists early can reduce uncertainty and keep management focused on integration.
McLean advised South Central Water Company in its transaction with H2O America
The McLean Group advised South Central Water Company on the divestiture of its Cibolo Valley wastewater treatment plant and related assets to H2O America’s Texas Water Company. The transaction will expand TWC’s footprint in the Texas Hill Country by adding over 1,500 new wastewater connections, with more than 250 additional connections under contract. This acquisition strengthens TWC’s service area and provides customers with increased efficiency and enhanced customer experience solutions. […]
Sell-Side Financial Assessments: Preparing for a Smoother, Stronger M&A Process
In today’s competitive and fast moving M&A market, going to market without a fully developed financial narrative is a missed opportunity and often a costly one. For business owners looking to maximize value and minimize friction, proactive preparation is essential.
That’s where The McLean Group’s Sell Side Financial Assessment comes in. Designed to be more comprehensive and forward looking than a traditional Quality of Earnings (QoE) report, our assessment equips sellers and their advisors with the tools they need to […]