Exit Strategy Planners is dedicated to helping business owners sell their businesses. Working with current owners we identify like-minded people or businesses that will continue the traditions your company was founded on. We facilitate smooth and successful transfers of ownership at the right time by proper planning and execution. Business owners should be operating their companies the same way whether they are preparing to exit or not. The key is to put the numbers in the right places in your financial statements.

Considerations you should be thinking about that will help determine our assumptions and justifications that affect your asking price:

• SDE Multiplier worksheet (Step 3)
• Audit all current and past ideas to grow the business
• If you could wave a magic wand over your business and money or resources were not a problem, what would your business look like in 5 Years? Sales, Products, Acquisitions, additional complementing Patents?
• Obstacles the business has to overcome?
• Potential Buyers, Competitors, Suppliers, Customers?
• Who is your business taking business away from?
• What is competition up to?
• What unique market niche does your business fill?
• Threats the new acquirer might face?
• What details must be completed so it won’t get in the way of a transition?
• Why are you selling if it’s ready to take off/ big question for buyers?

Preparation thoughts you should write down when considering for exiting your business

When you’re seriously considering selling your business, you must ask an all-important question: "What am I doing to increase the asset value of my business?" Assume the person or corporation considering the purchase of your company is going to do an outstanding job of due diligence so prepare accordingly. You’ll need clean financials (and not just the current year), as well payroll details and a clear explanation of each P&L line item. Assume the acquirer considering the purchase of your company is going to ask the hard questions, we help you be prepared. Don’t stretch the truth…don’t lie – period! If there’s bad news (difficult employee for example), disclose this information if asked. Every business owner wants to paint the best picture possible about their business and they should. In buying and selling companies full disclosure is always best. Seller Neglect – Often, once a seller has decided to sell they begin to neglect their business. A seller must keep increasing sales throughout the exit process. Sales, Sales, Sales is like location, location, location! Owners must keep their eye on sales and halt non-essential expense’s. Buyers will pay more for a business with increasing sales than one with decreasing or stagnant sales. Divide your time by Working in the business 75% -Working on the Business 25%.

Structured Sales Process

Selling your business is one of the most critical times in your life. It's essential to be prepared and ready for any prospect that may come through your door. Exit Strategy Planners helps you plan and execute by following the 4 areas of concentration below.

• First 60 Days Strategic and Financial Analysis
• Recast past financials
• Industry research historic trends
• Industry research forecasted growth
• Establish value drivers
• 5 year review of financials of income and cash flows
• 3 year forecast of income and cash flows 
• Intangible asset assessment 
• Value range established 
• Presentation to management team or board of directors
• Exit strategy options 
• Decision to sell or not to sell 

Next 60 Days Offering Memorandum Package Approval and Professional Booklets Produced

• Executive Summary 
• Business Description 
• Drivers of Value 
• Barriers to Entry 
• Past and Projected Financials
• Strategic Growth Ideas 
• New Business Development
•  Initatives Pipeline of Work in Process 
• One Page Marketing Profile
•  Organizational Charts of Staff and Suppliers 
• Corporate Articles and Patents 
• Product Mix and Photo Presentation
• Confidentiality Agreement 

Next 60 Days Marketing and Selling Process

• Corporate Buyers Identified 
• Investment Banks Identified 
• Hedge Fund Buyers Identified
• Marketing Profile is Distributed 
• Interested Buyers sign Confidentiality Agreement
• Offering Memorandum Delivered 
• Buyer/Seller Meetings 
• Qualified Buyers at the table 
• Letters of Intent Offers Presented to Management 

Final 60 Days Execution

• Negotiations 
• Conduct Due Diligence 
• Facilitate Legal Teams 
• Needs Negotiate 
• Definitive Purchase Agreement
•  Coordinate Closing 
• Prepare Closing
• Close
• Insure All Documents are Distributed to All Parties