EXIT PLANNING SERVICES

Our Exit Planning Services focus on preparing business owners for a successful transition, ensuring their company is positioned for the highest value when it’s time to sell or transfer ownership. Whether you plan to exit in the near future or several years down the road, our services help you navigate every stage of this important process. By focusing on building sustainable, transferable businesses, we enable owners to sell on their terms and timeline. Our strategic approach includes:

  • Objective assessment of the company’s value and areas for improvement.
  • Understanding key value drivers and improving company performance in these areas.
  • Analysis of the company’s readiness for transfer, covering all major business functions: sales, talent acquisition, strategy, financial management, and customer satisfaction.
  • Assessment of the alignment between strategic, operational, and people processes to enhance execution capability.
  • Creation of a practical, actionable plan to make meaningful improvements in the business.
  • Managed process to improve business operations, with accountability to ensure the most saleable company possible.
  • Resolution of any loose ends in accounting, documentation, corporate governance, and internal controls that may affect a buyer’s valuation of the business.
  • Education and guidance for business owners on what buyers look for when evaluating a business.
  • Guidance and coaching to take steps that increase the company’s value to potential buyers.
  • Personal wealth and estate planning to ensure the owner’s financial goals are met after the sale.
  • Consideration of structural alternatives to maximize after-tax results for both sellers and buyers.

BUSINESS GROWTH ADVISORY

Our Advisory Services Team offers a differentiated and holistic approach to business owners who often find themselves at a crossroads and need help with taking their companies to the next level . Understanding that at its core, any business is a collection of processes and systems, our objective advice, solutions, and services identify and fix the process and systemic problems impairing profitable revenue growth and value creation. Areas of focus include:

  • Business model, strategic planning, and execution improvement. 
  • Growth plan development and execution. 
  • Process improvement: Sales/marketing, people/culture, accounting/finance, and operations. 
  • Operating and corporate governance assessment and development. 
  • High-growth situation corporate infrastructure development. 

 

BUSINESS SALE / INVESTOR READINESS

Successfully selling a business or raising capital requires careful planning. Our services ensure that your business is prepared for a seamless transition, whether it’s a sale or capital raise:

  • Exit planning, focusing on value drivers, reducing owner dependence, and minimizing risks like customer concentration.
  • Reverse due diligence and quality of earnings assessments to identify and address potential concerns.
  • Improvements in processes, accounting, and internal controls to increase business value.
  • Documentation of processes, improvements, and accomplishments to enhance buyer confidence.
  • Resolution of multi-owner issues and potential conflicts to streamline the sales process.

OWNER ADVISORY

Our owner advisory services offer tailored guidance that owners can’t find elsewhere. We provide the expertise needed to help owners address challenges, from strategic decisions to financial management, with an emphasis on preparing them for eventual exit:

  • Strategic planning and execution improvement to ensure business growth and future transition success.
  • Owner/executive coaching, financial management skill development, and leadership training.
  • Virtual or fractional services, including roles such as chief operating officer, chief financial officer, or board member.
  • On-demand business and operational advice tailored to the owner’s needs.
  • Owner accountability services to ensure progress toward both business goals and exit planning.
  • Conflict resolution for multi-owner or family businesses to ensure smooth ownership transitions.

For more information, please Contact us: info@auctuscapitalinc.com

What is Exit and Sale Readiness Planning?

  • Exit and Sale Readiness planning is about preparing businesses and owners for the transfer of a business at the highest possible value, regardless of whether a sale is near-term or years into the future.
  • It is about building and maintaining sustainable and transferable businesses, so owners can sell or transfer ownership on their terms and timeline.

Exit and Sale Readiness Planning Includes:

  • An objective assessment of the company’s value and areas for improvement.
  • Understanding and focusing on key value drivers and improving company performance in these areas.
  • Analysis of the company’s readiness for transfer, covering all business functions such as sales, talent acquisition, strategy, financial management, and customer satisfaction.
  • Assessment of strategic, operational, and people processes to enhance execution capabilities.
  • Creation of a practical, actionable plan to address business challenges and drive improvements.
  • A managed process of implementing improvements with accountability to maximize business value.
  • Addressing accounting, documentation, governance, and internal controls to improve business value.
  • Educating owners on the sales process and what buyers will prioritize when assessing a business.
  • Guiding owners through steps to enhance their company’s appeal to buyers.
  • Helping owners plan for personal wealth and estate considerations to maximize after-tax return from the sale.

Exit planning also includes the consideration of structural alternatives for sales or mergers to maximize after-tax results for both sellers and buyers.