Strengthen your financial position and operational transparency to create more favorable conditions for a partial exit or strategic partnership.
Preparing for a partial exit isn't just about finding the right partner—it's about ensuring your business is structured, documented, and managed in a way that inspires confidence and supports fair valuation.
Our Exit Preparation service helps you identify and address the gaps that could complicate negotiations or reduce your leverage. We focus on practical improvements to financial transparency, operational independence, and decision-making processes that matter during due diligence.
Planning a partial sale or strategic partnership within the next 12-24 months and wanting to maximize your position.
Scaling your business and recognizing that bringing in a partner may accelerate growth, but unsure if you're ready.
Running a business with financial or operational complexity that could raise concerns during due diligence if not properly addressed.
Your financial reporting may be adequate for internal management but lacks the clarity and detail that external partners expect during evaluation. Missing documentation or inconsistent reporting can raise concerns.
Key decisions, operational procedures, or financial controls may depend heavily on your personal involvement, making the business appear less transferable or independently manageable.
Improvements, investments, or capabilities that add real value may not be properly documented or presented in a way that potential partners can easily recognize and credit.
Due diligence often reveals issues with governance, financial controls, or risk management that could reduce valuation or complicate closing if not addressed proactively.
We conduct a comprehensive evaluation of your business from a buyer's perspective—examining financial reporting, operational documentation, governance structures, and risk exposures to identify potential concerns.
Based on the assessment, we create a detailed report highlighting areas where improvements could strengthen your position—organized by priority and potential impact on negotiations.
We work with you to develop a practical action plan for addressing the most critical gaps, considering your timeline, resources, and the specific expectations of your target partner type.
As you execute improvements—whether strengthening financial controls, documenting processes, or improving transparency—we provide guidance and quality checks to ensure changes meet external standards.
We help you articulate your business's strengths and strategic value in a way that resonates with potential partners, supported by clear evidence and documentation.
Before you enter formal discussions, we conduct a final check to ensure all priority improvements are complete and your business presents as strongly as possible.
Enter discussions with confidence, knowing your financials are transparent, your operations are well-documented, and potential concerns have been addressed proactively.
Reduce the risk of unexpected issues emerging during evaluation that could delay closing, reduce valuation, or require post-close remediation.
Ensure that improvements and capabilities you've built are properly documented and presented so potential partners can understand and appreciate them.
Many exit preparation improvements—better financial controls, clearer processes, stronger governance—benefit your business regardless of whether a transaction proceeds.
Find out where you stand and what improvements may strengthen your position before entering negotiations.
Request Assessment