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WHAT WE DO
EXIT PREPARATION
NEGOTIATION & DUE DILIGENCE
EXIT PREPARATION
BUSINESS VALUATION
What is your business worth and how do you value it.
RETURN ON INVESTMENT
Implement a strategic plan for valuation growth as you prepare for a sale.
WHAT TO EXPECT
We help you understand the deal process
ROAD MAP
We provide a clear valuation strategy with fundamentally strong business performance using our 18 month road map broken down into 90 day action plans.
BUSINESS BROKER
NEGOTIATION & DUE DILIGENCE
EXIT PREPARATION
GET LISTED
Listing your business for sale with guidance and a clear strategy while maintaining confidentiality
BUY SIDE
Looking to buy a business, we will assist in sourcing & evaluating that business for you.
Business for Sale listings
FINANCING THE DEAL
Bank & Seller Financing
Employee Stock options
Banking relationships
NEGOTIATION & DUE DILIGENCE
NEGOTIATION & DUE DILIGENCE
NEGOTIATION & DUE DILIGENCE
We will provide assistance with Deal Structuring, Pricing Negotiations, Financing options and most importantly Due Diligence.
Due Diligence
We ensure you have comfort with the potential
- Buy/sell agreement clauses
- Tax risks
- Legal & litigation activities
- Banking / Investor relationships
- Customer quality concerns
- Cash flow realities
- Quality of the financial data provided
- Cultural alignment ensuring employee retention
WHY EXIT RIGHT?
Who do we work with?
Business owners that are looking to prepare for an exit, retirement or succession plan. We work best with those that are looking to implement an actionable strategy plan to maximize their value before exiting and that want to have a clear understanding of the options available to them. Once a plan of action has been defined we work closely with you to execute on the initiatives and update the plan dynamically.
We also work with Buyers wanting a due diligence and readiness process that provides comfort that they have executed on a comprehensive due diligence process when acquiring a business.
Our Process
Current state - We clearly define:
- your business profile
- your value proposition
- a Roadmap to maximize your valuation.
We establish a clear understanding and path towards:
- Current Valuation
- Valuation Growth Strategy
- Exit Alternatives
Operational success program
- A clear business strategy
- Operational roadmap with measurable targets
- Improve your profits, EBITDA valuation, cash flow & financing ability
Listing your business
- Prepare a confidential listing and get you listed on all major business listing platforms
- Run active marketing campaigns on social media, include you in our email contact list and network of interested buyers
- Connect with other Mergers & Acquisition parties interested in your business profile
Negotiation Preparation
- Establishing a presentation package
- A professional valuation presentation
- Data room for information sharing with non-disclosure & non compete agreements
EXIT STRATEGY FUNDAMENTALS
ROAD MAP
THE VALUE PROPOSITION + MARKET RECOGNITION
THE VALUE PROPOSITION + MARKET RECOGNITION
STRATEGIC PLAN DEVELOPMENT
STRATEGY ALIGNMENT
An exit play requires a strategy to ensure all parties involved are aligned and properly positioned for maximum value realization.
Our process ensures Owners, Shareholders, Directors and Management all receive a clear understanding of what is expectated of them and the potential results realized.
EXECUTION & MILESTONES
Our strategy is accompanied by a detailed action plan and milestones roadmap to ensure progression stays on track.
DUE DILIGENCE
Most buyers will require a due diligence process to be executed on and anticipating their requests ensures a faster turn around, fewer issues during the due diligence process and increased confidence from the buyer.
THE VALUE PROPOSITION + MARKET RECOGNITION
THE VALUE PROPOSITION + MARKET RECOGNITION
THE VALUE PROPOSITION + MARKET RECOGNITION
VALUE PROPOSITION
What you are selling requires clear identification, documentation and presentation. The value is often in the eye of the beholder, but most importantly the purchaser.
Identification of different potential buyers requires the identification of various value propositions. Ensuring you align with all your potential purchasing markets is key in branding, positioning and representation.
MARKET RECOGNITION
Market & Brand recognition in the open market provide validation towards your exit proposition.
We work with you and your management team
to ensure you are well positioned in the market, to your customers and among your competition.
STRUCTURING
THE VALUE PROPOSITION + MARKET RECOGNITION
VALUATION MONITORING
CORPORATE STRUCTURING
Cleaning up your corporate structure, clearly defining Operational, Equity holding and Asset holding companies ensures the exit strategy clearly identifies what "portion" of your business is being sold while maintaining the remaining assets.
SHARE vs ASSET SALEThere are various methods of selling a business, the 2 most common ones are Share and Asset sales. Both come with their own merits and pitfals and each providing significantly different valuations.
INTERNAL PROCESSES
In transitions a lot of processes are potentially lost, potentially leading to a breakdown of the value proposition. Having clearly documented "Standard Operating Procedures" (SOP's) provides an additional level of comfort for the purchasor when coming into the business and provides a level of confidence that the business sold values quality and consistency.
VALUATION MONITORING
VALUATION MONITORING
VALUATION MONITORING
VALUATIONS
There are various valuation models, each with their own merit and support.
While strategizing for your exit play we establish the initial valuation model at onset of the exit planning, additionally prepare valuation models based on forecasts and track these models as we progress through the execution.
EBITDA & PROFITABILITY MONITORING
DATA CLEANSING & NORMALIZATION
Businesses often have discretionary and non-standard activities that may impact the valuations significantly. We ensure these activities are identified & quantified providing a normalized basis for valuation.
The cleansed data often nets the selling owner a significant amount of additional funds in their exit plan and also provides additional confidence in a buyer when going through the due diligence process.
REGULATORY COMPLIANCE
It is important for your business to ensure all compliance based filings are caught up, including but not limited to CRA, WCB, ASC and other regulatory type requirements.
In a "share sale" the liability of these compliance filings tends to transfer to the purchasor and can impact the valuation of the exit. It also is pertinant that there are no skeletons in the closet that could come back to haunt you.
CASH FLOW
VALUATION MONITORING
PROFITABILITY
OPTIMIZING CASH FLOW
Our process ensures your working capital is running at optimal strength, Assets acquired are aligned with the appropriate types of Financing and Profits are properly maximized.
FORECASTING
We provide a detailed forecast of your cash activities during the execution of our program, while exiting and once cash is free'd up so that you have a clear understanding of your end results and developing a higher level of trust and confidence in our services.
LIQUIDATION
Ensuring a review of under-utilzied assets such as stale inventory, dated receivables, aged equipment, provides for an opportunity to liquidate and repatriate cash back into the business.
PROFITABILITY
VALUATION MONITORING
PROFITABILITY
RESULTS
Our experience in operational finance and our interest in seeing your business run better is where we set ourselves apart.
Reviewing your Revenue models, Gross margins, Overhead structure, efficiencies and discretionary expenditures come standard in our process.
FINANCIALS
Getting your financials up to date and keeping them up to date are key as this is one of the most important pieces of information to be reviewed by the purchasors.
Cleaning up the financials does not stop once they are caught up, it also requires an in-depth review of the information presented, ensuring alignment with industry benchmarks, financial ratio's and operational health indicators.
OPERATIONS
Working closely with your management and operational team ensures alignment towards the targeted results.
We provide a clear set of "Key Performance Indicators" (KPI's) that the operational team can monitor and impact.
CULTURE & HR
To ensure the proper engagement is prevelant among your team we will review your HR policies, Culture development efforts and employment management processes.
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