Preparing For
a Successful PE Exit
Understand how buyers will evaluate your business — and where deals lose value or fall apart — before you hire an investment banker.
Prepare 12–24 months in advance to maximize valuation and ensure a successful exit.
30%
of PE deals do not close
49%
of deal failures are due to valuation gaps
#1
cause of deal failure is lack of preparation
Increase your exit multiple and chances for a successful close with this one day workshop
Why this matters
Sophisticated buyers discount or walk away from companies that are not prepared at the time of sale. This one-day management workshop gives management teams and business owners the insider knowledge needed to start preparing for an exit months or years before a planned exit. By understanding and anticipating the questions and concerns potential buyers will ask during the sales process, this workshop prepares management to command premium multiples and bring their deal to a successful close. By the time investment bankers start coaching during the sale process, it may be too late to fix key issues. Early preparation is the key to success!
What this is
Your team will participate in a one-day management workshop that turns buyer concerns into a prioritized action plan. We identify where value is at risk, where diligence can stall, and what needs to be fixed now versus later. You will learn what buyers look for during the sale process and where your gaps are, while you still have time to make adjustments.
After a presentation on buyer evaluation, the management team will participate in a working session, an interactive management meeting led by Howard Eirinberg that applies the presentation’s insights to your specific company.
By the end of the day, the team will identify company strengths and weaknesses relative to buyer expectations. An action plan will then be developed to address potential valuation gaps. The plan will include priorities, a timeline, and task accountability.
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After this one-day workshop, your team will have a clear roadmap to prepare for the exit process and enter it with a high level of confidence.
