Develop Your Shareholder Exit Plan
ACCELERATOR ACCESS:
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ACCELERATOR Objective:
A company exit represents the ultimate milestone for most shareholders. If delivered successfully, it has the potential to be a life-changing event for both the individuals concerned and the overall business. However, many exit processes do not go as planned.
The Accelerator will provide you with our pre-populated and fully customizable template that gives you the structure needed as a starting point when preparing yourself for a sales process. It also illustrates the CFO’s priorities during a live deal. You’ll be able to enhance and modify the digital plan to suit your purposes by assigning milestone objectives, actions and deadlines.
Accelerator Brief:
In this Accelerator, you will develop a robust exit readiness plan that focuses on the following three essential requirements:
- Get ready for financial due diligence: Develop a robust financial due diligence plan that makes you shine during a live deal process, including an analysis of the company’s historical performance, current balance sheet and income statement, forecast projections and other likely requests.
2.
- Prepare for your desired deal structure: Assess which type of exit event (trade sale, PE buyout, IPO) you would like to pursue and what goals you need to achieve in order to successfully deliver your desired outcome and delight your shareholders.
3.
- Maximize the value of your business: Establish a powerful plan that outlines how you will maximize the value and appeal of your company prior to your target exit date to achieve your dream outcome; such as optimizing profits, maximizing cash flows and enhancing your financial structure.
