There may be no current plan to sell but it is never too early to lay out a roadmap for the eventual exit. Planning allows for financial and emotional preparedness, family harmony, minimizing taxes and establishing a business legacy.
PRE SALE ADVISORY
AN EXIT PLAN
STEPS IN A PLAN INCLUDE:
Assessing the strength of financial trends, growth rates, comparison to industry ratios.
Analyzing the customer base – diversification, concentration and recurring revenues.
Analyzing the vendor base- supply chain risk, currency fluctuations, concentration.
Determining threats from competitors, commoditization and technology changes.
Management team assessment.
Confirming and documenting company ownership.
Identifying third-party licensing and consent requirements.
Assessing the transferability of company value.
INTERESTED IN INCREASING THE VALUE OF YOUR COMPANY UP TO 71%
Based on quantitative analysis of more than 30,000 users, companies that achieve a score of 80+ are predicted to get offers that are 71% higher than the average business.
The value of a company being sold needs to be measured using the eyes of the purchaser, not the eyes of the seller.