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