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Planning and preparation are key to a successful exit plan. Following the steps below will ensure you maximize the overall results of a process and increase the likelihood of achieving your desired outcome.
An M&A advisor will help you understand the value of your business and educate you on the value drivers, potential buyers, the M&A market, and a transaction process.
Messy financials create doubt. Valuations will deteriorate and interest from potential buyers will dissipate if financials can’t readily validate the performance of the business.
A buyer wants to know that once you hand over the keys, someone will still be around to run the show. A strong management team is a value adder.
An M&A advisor can provide a sample diligence request list. It is never too early to start gathering this information in order to identify potential issues and speed the sale process later.
Generating proceeds from the sale is the first step. The full team will help you keep as much of the proceeds as possible, grow it into the future so you can maintain your lifestyle and transfer it efficiently to your heirs.
If your strategic plans include the possibility of a transaction, learn more about our experience in advising clients through the course of a merger or acquisition, by contacting Peter Lieberman at 412.697.5364 or [email protected].
Schneider Downs Corporate Finance, LP is a registered broker/dealer. Member FINRA/SIPC
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