Financial Exit Planning
Financial Exit Planning
Our financial exit planning services are designed to guide businesses toward a successful exit strategy. We’ll evaluate your current financial health, market position, and valuation drivers to identify key opportunities and potential risks. Our team will work closely with you to optimize your financial reporting and improve your overall performance, ensuring your business is primed for maximum value when it’s time to sell. Critical components of our financial planning and optimization services include the following:
- Evaluate current financial health, market position, and valuation drivers for business exit strategies
- Optimize financial reporting and improve financial performance to maximize sale price upon exit
- Review and optimize revenue streams, cost structures, and profit margins
- Review financial systems and accounting processes and provide recommendations for improvement
Related News
Q1 2025 Mergers & Acquisitions Market Update
A comprehensive review of the Q1 2025 middle-market mergers and acquisitions (M&A) market activity within the Defense, Government & Intelligence (DGI), Security, Critical Infrastructure, Maritime, Technology & Software, Facility Services, Unmanned Systems, and Public Safety markets reveals […]
An Estate Planning Opportunity for Owners of Companies Impacted by Recent Events
The recent efforts by the Department of Government Efficiency (DOGE), new tariffs going into effect, and the looming March 14th deadline to avoid a U.S. government shutdown have significantly impacted companies operating in certain segments of the market. For the owners of those companies feeling the brunt of these recent developments, there’s an opportunity to take advantage of the historically high lifetime estate tax exemption amounts […]
McLean Advised Dignari on Sale to Ernst & Young (EY)
The McLean Group advises DIGNARI on its recent sale to Ernst & Young (EY). DIGNARI, which uses a data-driven strategy to advise U.S. government clients, boasts a 300+ strong workforce […]