Exit Strategy Review

There comes a time in the development of most private companies when it makes sense for the shareholders to consider exiting the business. Our Exit Strategy Review is aimed at maximising value and positioning your business for sale within the next two years.

We provide clients with an Exit Strategy Review and advise shareholders of the various exit options available to them. This can include full or partial trade sale, sale to management via institutional funding and flotation.

We assess each option in the light of the company’s circumstances and the specific requirements of the shareholders.

The typical review will include:

Tax review and structuring

Reviewing current shareholder structure
Tax implications of a disposal/financial restructuring

Sustainable profitability

Reviewing the historical and forecast profit and loss account
Normalisation adjustments
Run rate analysis

Balance sheet

Seasonality and working capital cycle
Optimisation of working capital
Assessment of debt capacity

Commercial and operational review

Financial control environment
Viewing the business from the buyer's perspective
Contract reviews - change of control clauses
Management succession

Valuation

Reviewing comparable transactions
Assessing market positioning
Optimal timing to exit

Buyer Groups

Research on track records of buyers on acquisitions and financial capacities
Addressing whether private equity will be an interested buyer

We then recommend the best exit strategy, and how to groom the business prior to exit, in order to maximise shareholder value.

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Exit Strategy Review