PRE-EXIT PLANNING

Laying the Groundwork for a Future Exit

Exiting a line of business or an investment requires a significant amount of thoughtful and meticulous planning in order to attract strong interest and be positioned for maximizing value. We leverage our deep expertise as both a buyer and seller of businesses to properly prepare clients, across a spectrum of strategic, operational, financial and employee-related areas, for an impending transaction.

A subset of the key activities in which we focus include the following:

Financial

• Analyzing and monitoring the trailing 12-month and future adjusted revenue and profitability
• Analyzing potential revenue and expense synergies realized by potential acquirors
• Reviewing and analyzing financial projections and related assumptions

Valuation

• Positioning our client in order to support a compelling investment thesis
• Identifying and improving upon operational or strategic weaknesses
• Enhancing valuation drivers and determining ways to mitigate risk factors

Due Diligence

• Mitigating due diligence risks, including operational weaknesses or negative financial trends
• Assessing and upgrading the financial recordkeeping and related financial and operational reports
• Evaluating material agreements, employee agreements and other relevant materials that will be reviewed during due diligence
• Planning for post-transaction management transitions, including the terms of a transition agreements, new employment agreements and anticipated changes in compensation

Structuring

• Analyzing the available transaction structures
• Initiating tax planning strategies and developing preliminary financial models that analyze after-tax proceeds
• Determining the types of prospective acquirors or investors likely to have interest
• Determining the viability of an exit to more than one prospective acquiror and the likely revenue and expense implications
• Assessing the impact of a smaller divestiture or wind-down of a line of business or division, on a pre- and post-transaction basis

Recognizing that no two companies or transactions are the same, we tailor our preparation and transaction approach in order to run a highly efficient transaction process that maximizes after-tax proceeds while minimizing surprises and business disruption.

Note: All trademarks and client logos used in association with the engagements denoted are intended to facilitate a description of such engagements. No suggestion of sponsorship or approval by or from the respective trademark/logo owners, nor any endorsement of Opus Advisory Partners or its services, should be inferred from the use of such designations. Transactions marked with an asterisk (*) signify that Opus Advisory Partners principals acted in their capacity as registered FINRA representatives.