Exit Planning

The last 12-18 months of the holding period represent a critical period of opportunity to maximize a company’s exit potential. Our exit planning offering focuses on delivering quick wins to drive EBITDA improvements and multiple expansion while crafting a compelling, fact-based growth story grounded in market realities. We also work with management teams to refine the business’s growth strategy and align it with a potential buyer’s lens, shaping the company to optimize value and stand out in the market. This buyer-focused approach ensures the business is positioned to achieve the best possible outcome at exit.

Among others, some of our past exit planning engagements have focused on:

• Pricing opportunities to expand free cash flow before exit
• Data analytics validating management strategy
• Pressure testing components of forecasted EBITDA to ensure accuracy and attainability
• Developing growth strategy to address limitations identified during potential buyer assessment process