Exit Strategy
Chances are you work with an investment advisor to prepare for retirement. What about your business? Who do you look towards when it comes to growing your businesses finances? Just like investing, preparing for exit should start day one. 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. But first we’ll help you grow your company to maximize profit upon exit.
a few ways we can help:
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…)Diversification
Mergers and acquisitions
Mitigate tax implications of a business sale
We understand the emotions involved with exit planning. We’re an entrepreneurial group full of passion, ourselves. So you can trust us to provide expert knowledge for your business, as if it were our own.
Let’s review your goals…
Mergers and Acquisitions
‘
Are you considering a merger or acquisition? Or perhaps you've received an enticing offer from a buyer? In either case, having a seasoned financial expert by your side is essential to navigate the complexities of valuation, due diligence, and ensuring a successful deal.
Here's how we can support you throughout the process:
Valuation Expertise: Determining the fair value of your company is crucial to secure the best deal. Our team brings extensive experience in valuations, ensuring your company's worth is accurately assessed and maximizing your bargaining power.
Diligent Due Diligence: Completing thorough due diligence is vital to uncover potential risks and opportunities. At Coveted we will meticulously analyze financial records, contracts, and other critical data, providing you with comprehensive insights to make informed decisions and negotiate from a position of strength.
Deal Management: We understand the importance of seamless deal execution. Our team of experts will work closely with you, the buyer, and other stakeholders to ensure all financial aspects of the transaction align with your expectations. From structuring the deal to managing cash flows and monitoring post-merger financial performance, we've got you covered.
Extensive Network: Our team doesn’t operate in isolation. They bring along a robust network of trusted professionals, including legal experts, tax advisors, and exit strategy consultants. We'll ensure you have the right support at every step, addressing legal matters, optimizing tax implications, and developing comprehensive exit strategies tailored to your needs.
Sound Financial Analysis: If you're on the buy side, making informed decisions is critical. We will provide you with meticulous financial analysis, enabling you to assess the target company's potential, identify synergies, and negotiate from a position of knowledge and strength.
With our help at Coveted, you'll have a dedicated team of financial experts by your side throughout your M&A journey. We'll help you unlock the full potential of your transaction, ensuring it is settled adequately and propelling your business towards even greater success. Connect with us today to explore how Coveted Financial can guide you towards a seamless and lucrative deal.