The Exit Planning Process
Equity Strategies Group is dedicated to developing and implementing Exit Plans for owners of privately-held businesses. We follow an objective, comprehensive, and confidential Exit Planning Process to help achieve maximum results.
In addition to being the architect of your Exit Plan, Equity Strategies Group offers a multi-disciplinary approach, bringing in appropriate specialists while working with your existing advisors to serve your needs.
Information Gathering
We begin with a teleconference, video conference, or in-person meeting to learn in greater depth about you and your business. Our goal is to create an owner-centered plan, therefore, understanding your objectives and timeframes is critical to success.
Marketability Assessment
Our complimentary Marketability Assessment is a decision-making tool to help you choose an appropriate exit path and timing for you. This forward-looking analysis estimates what an actual buyer may offer for your company, drawing on your past, current, and future performance alongside prevailing EBITDA multiples, comparable transactions, and proven valuation methods. Beyond establishing a tight range of values, it delivers recommendations to enhance value by pinpointing your company's key drivers and potential detractors, an overview of the current M&A environment and buyer appetite, and a realistic timeline for the steps involved.
Execution of Exit Plan
Once Equity Strategies Group completes its Exit Planning process with you, we will introduce one or more of our approved Investment Banking partners to execute your exit strategy. ESG will make this introduction based upon our evaluation of numerous criteria, such as:
- Type of transaction desired
- Sales of businesses to 3rd Parties
- Mergers & Acquisitions
- ESOPs
- Industry knowledge and experience
- Size of your company
- Location
Our network of Mergers & Acquisitions firms, Investment Banks, and other professionals have been selected by Equity Strategies Group through a rigorous due diligence process. These firms have demonstrated a track record of success in completing numerous transactions for the owners of privately held businesses.