Exit Strategy Plans

We aim to be 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 and subsequent plan, 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 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 with you if our Exit Strategy Planning product might suite your needs.