BreakOUT
Transition Planning
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Gain Knowledge and Take Actions to Put the Odds in Your Favor
Who do I need on my core exit advisory team?
"Millions can disappear without an experience team to support a first time seller. Optimal exit planning needs expertise in legal, accounting, valuation, insurance, and operational disciplines."
A successful exit requires a team of specialists operating with unified focus ona strategic marketing plan
Broker and Valuation Specialists: Experience transaction professionals can increase value while minimizing due diligence stress.
M & A and Estate Attorneys: Top legal advice and suport pay huge dividends and increases the odds of negotiating to a solid closing.
Wealth Planners and Family: Discovering your wealth gap and future funding priorities will greatly influence how and when you sell.
Who is the ideal buyer or successor for my business?
"Derisking precedes growth. A sudden disruption ... from the Dismal D's can wipe out a lot of equity value if contingent plans are not in place.
Don't let his happen to you"
Don't build a company hoping to find a buyer. Engineer you most valuable asset to match a target acquirer's criteria
Strategic Buyers: Normal are able to pay a premium price to capture IP, market share, and operational synergies.
Financial Buyers: Professional business acquirers who prioritize cash flow predictability and above aveage growth potential.
Internal Buyers (Successors): Recognize that this option requires long-term seller financing and planning for management continuity.
How much of the purchase price will I be able to keep after taxes and other expenses?
"You need truly independent valuation baseline. The Value Gap is the difference between you business value (equity) your Wealth Target."
It is not the selling price ... it is what you walk away
with after clearing all of your liabilities
Tax Mitigation Structuring: Optimzing after-tax results take a combination of early planning and expertise to naviagate different sale structures.
Deal Terms Strategy: Evaluation of earn-outs, seller notes, rollover equity and working capital gaps takes a top investment banker (broker).
Optimized Financials: Removing liabilities and non-operating assets along with normalizing expenses in advance smooths the process.
What is an optimistic, but realistic, timeline for my ownership tranfer?
"Selling a business is not a real estate transaction. It is a multi-year value creation process. Rushing to market results in discounts!"
Timing the market is nearly impossible. Timing your readiness is entirely within your control
Deploy the 7-Step Planning Process: Move from daily operationg to long-term value creation to "fill the value gap" step-by-step.
Role Transition: Evolving from indespensible owner to dispensible shareholder takes time. Readiness does not just arrive without actions.
Finish the "Product": Align the business's seven key transferability attributes to reduce the buyer's preceived risk.
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