any of our clients have identified that they are approaching an Exit Strategy as part of their goals. In addition to helping our clients with The Transition Decision Matrix, we are able to provide the following services to help pre-position the Company for the Transition:
- Review of documents that a potential buyer/investor will be looking at i.e. legal, accounting, intellectual property, insurance and coordination with client's attorneys, CPAs etc.
- Review of management team
- Review of issues that a potential investor may have concerns on such as concentration in customers or vendors, distribution channels etc.
- Preparation of financial analysis and reports