Exit Strategy
Our team can help you hand the business to the next generation, prepare for an Initial Public Offering or private placement, administer a management buy-out, and more.
About the service
Chances are you work with an investment advisor to prepare for retirement. Who do you look towards to make sure your business is future-ready? Just like your retirement savings, you should begin to prepare your business for exit on day one.
At Coveted, we partner with you to:
develop a business succession plan.
establish EBITDA goals.
determine valuation target and sale structure.
partner with all trusted advisors (attorney, investment advisor, insurance agent, etc.).
review diversification needs.
complete mergers and acquisitions.
mitigate tax implications of a business sale.
prove quality of earnings.
The exit planning process can be wrought with emotion, especially when you’ve poured yourself into your business for years. We get it! We’re an entrepreneurial group filled with passion, ourselves. You can trust us to provide expert knowledge for your business as if it were our own.
When’s the last time you reviewed your business’s exit strategy? Let’s talk. Together, we can review your business and construct a plan to prepare your company for the long term.