Our Process.
A Strategic Approach to Business Transitions and Exits
Our flexible process is execution-focused, building a multi-faceted and interdisciplinary team alongside external specialists to drive specific and measurable goals.
PHASE 1.
Discovery & Onboarding
- Discovery of personal, business and financial state
- Enterprise Value Assessment
- Readiness and Attractiveness of business
- Risk and Gap analysis
- Goals and Objectives
- Action Plan
PHASE 2.
Plan and Prepare
- Identify Value
- Vision
- Strategic Master Plan
- Map execution resources
- Accountability measures
- Downside protection
- Organic and/or inorganic growth
- Structure advisory team
PHASE 3.
Project Implementation (Execute and Grow)
- Tax Mitigation
- Estate Planning
- Financial Planning and wealth preservation
- Quarterly Action Items
- Team accountability
- Gap bridging execution
- Drive value enhancement
- Buy-side deal assistance
- Risk Management
PHASE 4.
Go to Market
The Exit Syndicate becomes your Deal Advocate.
- Initiate process
- Options analysis
- Build/align deal team
- Go to market strategy
- CIM/Pitch deck oversight
- Negotiation assistance
- Deal team accountability
FAQ’s.
Answers to Common Questions
Find answers to common questions about our services and how we can help you achieve your business goals.
The Exit Syndicate offers a range of services including M&A advisory, exit planning, valuation analysis, market preparation, negotiation support, and due diligence management. Our goal is to guide lower-middle market, founder-led businesses through every step of the M&A process and ensure successful exits.
Our ideal clients are lower-middle market businesses with annual revenues between $5 million and $50 million, founder-led enterprises, entrepreneurs preparing for exit, companies seeking acquisitions, and business owners focused on legacy preservation and strategic planning.
The Exit Syndicate stands out due to our team’s entrepreneurial experience, personalized approach, comprehensive support throughout the M&A process, dedication to maximizing business value, and commitment to preserving our clients’ legacies.
It’s never too early to start exit planning. Early planning is essential to maximize transaction value, mitigate risks, and ensure a seamless transition. Starting years in advance allows you to exit on your terms at any time.
The Exit Syndicate employs a strategic, comprehensive approach to maximize business value. We conduct thorough valuation analysis, prepare compelling marketing materials, identify and mitigate potential risks, and leverage our negotiation expertise to secure the best possible terms. Our goal is to ensure that you achieve the highest value for your business while preserving your legacy.
To get started, simply contact us to schedule an initial consultation. We’ll discuss your needs and how we can help you achieve your business goals through strategic M&A and exit planning.
Our team has extensive experience in M&A and exit planning, having successfully started, built, and sold multiple businesses. We bring firsthand knowledge of the entrepreneurial journey and a deep understanding of what it takes to achieve successful exits.
Confidentiality is paramount in the M&A process. We implement strict confidentiality measures and work closely with our clients to ensure all sensitive information is protected throughout the transaction.
Work with us.
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Ready to take the next step in your business journey? Contact us today to learn more about our services and how we can help you achieve your business objectives.
