- Mergers & Acquisitions
Exit Strategy Execution That Maximizes Your Life's Work
Introduction
Every business owner has an exit strategy—the question isn’t if, but when and for how much. You fall into one of three categories: you need to exit immediately due to health, family, or market pressures; you’re planning your exit within 3-7 years; or you haven’t given it serious thought yet. We exclusively work with the first two groups because wishful thinking doesn’t create wealth.
If you’re in the “need to exit now” category, you’re likely facing compressed timelines that typically slash valuations by 30-40%. The difference between a distressed sale and an optimized exit can mean millions in your pocket—or your children’s inheritance. Our rapid-deployment exit strategy has helped owners in similar situations recover an average of $2.3M in value that would have been lost to urgency.
For those with a 3-7 year horizon, you have the luxury of preparation—but only if you start now. The businesses that command premium multiples (4-6x EBITDA versus the industry average of 2-3x) didn’t stumble into those valuations. They systematically addressed the eight critical value drivers that acquirers scrutinize: recurring revenue percentages, customer concentration risk, operational independence from the owner, documented systems, competitive moats, growth trajectory, management depth, and financial transparency.
Consider this: increasing your recurring revenue from 40% to 70% can boost your valuation by an entire multiple. Reducing customer concentration from having 30% of revenue from your top customer to 15% adds another half-multiple. These aren’t theoretical improvements—they’re tactical moves that our clients implement systematically.
Deal Flow for Investors:
If you're deploying capital into acquisitions, you know the challenge isn't finding deals—it's finding quality deals before your competition. Our proprietary network delivers 15-20 qualified opportunities monthly in the $1M-$10M revenue range, pre-screened for growth potential and owner motivation. Our investors close on average 3-4 deals annually versus the typical 1-2 for those working through traditional brokers.
Buy-Side and Sell-Side Advisory:
Whether you're acquiring or divesting, the difference between amateur and professional representation averages $850,000 in a $5M transaction. We've negotiated over $120M in transactions, and our structured approach has prevented deal failures that would have cost our clients their deposits, time, and opportunities.
Risk Reversal:
If we don't identify at least three specific strategies to increase your exit valuation by a minimum of 25% within our first meeting, we'll refund your consultation fee and provide you with a comprehensive competitor analysis at no charge.
