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
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 […]
McLean advised O’Connor Consulting Services on its acquisition by Aprio
The McLean Group served as the exclusive sell-side advisor to O’Connor Consulting Services, LLC in its acquisition by Aprio. O’Connor is a trusted provider of financial consulting, forensic accounting, and litigation support services, with deep expertise in complex commercial disputes, fraud investigations, and economic damage assessments. The acquisition strengthens Aprio’s nonprofit advisory practice, which offers outsourced accounting, strategic tax, and assurance services—enhancing its ability to empower mission-driven organizations with expanded business advisory and interim outsourcing solutions. […]