Advisory

Exit and Transaction Readiness

Prepared before the market sees it.

Preparing the business, and the founder, for sale or succession before going to market, so the process is run from strength rather than pressure.

The largest financial event in a founder's life is rarely run from a position of strength, because preparation begins too late.

Exit and transaction readiness puts the work in before the market is approached. The business is made legible to a buyer, the value story is made defensible, and the founder is prepared for the process that follows. The objective is a transaction run on your terms rather than the counterparty's.

Where it helps

  • Testing whether the timing is right, before a sale process commits the company to it.
  • Making the business legible and defensible to a buyer or acquirer.
  • Preparing the founder and the board for the demands of a live process.
  • Succession, where the question is continuity rather than sale.

Readiness frequently follows a Strategic Options Review, where the review has established that a transaction is the right decision.

Contact

Start with a confidential conversation.

Tell me the decision you are weighing, and I will tell you plainly whether a strategic review is the right next step.