Exit planning

We are trusted acquisition advisors with an exemplary track record in the £3m-£50m value range and sometimes larger

Technology M&A Specialists

Early stage strategic planning can be vital in any exit scenario to ensure the maximum price is realised through the most appropriate route.

In our experience, there is a positive correlation between the quality of vendors’ preparation and the quality of the exit, as measured by valuation and terms achieved by vendors. Stakeholders seeking an excellent exit benefit greatly by planning for the event and through implementing clear processes, having robust auditability and an attention grabbing story which establishes each business’s unique strategic value-driving attributes.

Our approach to exit planning includes:

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Aligning goals

Operational improvements

Bolt-on acquisitions

Business preparation

Commencing with an engagement to get stakeholders aligned on shared goals and objectives and more detailed workstream to identify the critical value drivers which are central to the story behind a successful exit

Having assisted stakeholders to construct and communicate the story, we use our deep technology sector experience to help management make supporting operational improvements 

Depending upon timescales and overall goals, exit preparations may also include fill-in acquisitions. We can support this process by scoping out the requirement and advising through the origination process, due diligence and to completion. We also have experience to help management teams through the integration planning process to build and position the new the joined-up entity ready for exit

Other than maximising value, the key benefit of our exit planning approach is to provide greater vendor control. Getting organised for due diligence and helping to ensure that the focus stays on providing the key proof points which substantiate the critical value drivers as part of the story, help to ensure greater certainty of an excellent outcome

  • Goals
  • Operation
  • Acquisitions
  • Preparation