PREPARING FOR AN EXIT?
When you’ve decided that it’s time to prepare for the next step, we can help.
As finance directors who have prepared for many exits before, we understand how to maximise value.
Realise the true value of your business
Our goal is to help you maximise the investor options open to you
To support your objective in selecting the right investment partner. That includes communicating the investment proposition - the strengths and opportunity that your business offers an investor
- in a clear and concise growth story.
Our process digs deep with the leadership team, with their financials and their business plan. We encourage the leadership team, to think of their business from an external and investor perspective, and take an investors perspective on challenging their business.
Adding speed to your exit process
We speed up the process by working with you before your corporate finance team comes in. By digging deep with your leadership team, financials and business plan, you’ll be better placed to deliver what they are looking for.
How we can support your exit plans
Drawing out where your leadership team is aligned and working with you on the unaligned areas, covering everything from the timing of the exit to the business’s USPs.
Identifying and clarifying the key investment proposition, the core rationale as an investment opportunity, through the business model, growth story, financials and more.
Considering how the business plan links together the core purpose, values, business offering and strategy of your business, to communicate the key value drivers.
Drawing out how the business has been intentionally built and grown. Your deliberate strategic actions that have led to where you are now and that position your business for growth.
Making a plan to maximise your businesses value, identifying actions we can start now that will add EBITDA value in the current and future years.
Challenging the business from an investor perspective, looking for risks and opportunities, and giving you the time and space to prepare your answers before meeting investors.
Presenting your financials in such a way as to reinforce your growth story and maximise your EBITDA, using our skills and experience.
Our clients experience ...
"DD prep was invaluable so thank you for helping us on this journey."
With Connect Assist we supported the articulation of their business value,
leading to a successful PE exit.
We worked with Connect Assist's management team over a number of months, on their business value proposition and financials, and preparation for Management Due Diligence.
Connect Assist knew their ethical values were core to their business. We listened, asked questions and listened. Sometimes drawing out 'golden words and phrases', that beautifully articulated in their words, the valuable strengths of Connect Assist for their potential new owners. Articulating what Connect Assist does differently, from their top-level strategy to their operational delivery, that created value for their customers, their teams, their profitability and of course for their exit value.
Ron Moody, MD & Bernie Powell, CFO
Our support examples ...
FOCUSED REVIEW of your summary business plan / pitch deck and your summary financials.
Focused questions clarify our understanding. Targeted recommendations will clarify and strengthen your plan.
IN-DEPTH REVIEW brings significant added value to the EBITDA multiple or pre-money business valuation.
Through business plan workshops and weekly meetings, we strengthen and clarify the investment proposition.