A comprehensive risk assessment that evaluates over 60 unique potential sale obstacles or impediments across every functional area of your business, including finance & accounting, legal/regulatory, tax, organization and ownership, facilities & operations, management & personnel, information systems, customer & vendor relationships, R&D, and sales & marketing, among others. Our final report prioritizes and makes recommendations for correcting each identified sale obstacle.
Building upon the Assessment, this Service includes: (i) the development of a detailed and concrete, actionable plan with specific goals and objectives and timelines for remedying each identified sale impediment; and (ii) building and managing a small team of trusted implementation experts approved by the client to deliver the necessary organizational changes on an expedited basis.
Peer Advisory Groups are small groups (8-10) of similarly-situated business owners working to address specific sale obstacles that ExitMinded has identified within their companies. These owners benefit from a structured support group that meets regularly, offers more access to and expertise from implementation experts, and allows owners to raise and collaboratively problem-solve specific challenges they may be experiencing.
There are nearly 15 million privately-held businesses operating in the U.S. today.
Owners at or near retirement own an estimated 45% of these businesses.
2023 State of Owner Readiness (U.S. National Report), Exit Planning Institute.
2023 Market Pulse Report, International Business Brokers Association & M&A Source.
2023 BizBuySell Insight Report (released January 2024).
2024 Private Capital Markets Report (released mid-2024), Pepperdine Private Capital Markets Project (PCMP).
You may be aware of a few of these risks already, but would-be buyers do not look at these in isolation. The risks to a future sale grow exponentially as more and more of these unique obstacles are identified, further reducing the likelihood of a successful sale.
No one knows the unanticipated or surprise landmines that can blow up a potential sale transaction better than investment bankers. Experienced bankers, by their very nature, have a unique front-row seat and have witnessed every imaginable deal-killing problem in their careers. Most bankers, however, only make money when deals close, so they have little interest in working with companies that are not yet ready.
That’s where ExitMinded comes in. We exist for these ignored businesses that are serious about preparing for a future sale and are committed to making the necessary investments to reach their goals.
Privately-held businesses with $5M+ in revenues, whose owners are anticipating a sale within the next 1-7 years and want to be prepared. Businesses should be financially healthy, not in distress.
We don’t provide a valuation as part of our services for a very important reason. A “fair market valuation” is generally defined as the outcome of an arm’s length, voluntary negotiation between a willing buyer and a willing seller, both of whom are prepared to transact imminently. The vast majority of ExitMinded clients are months and years away from being “sale-ready;” hence, the concept of valuation is inapplicable. We will, however, provide clients with selected recent transaction data (including valuation multiples, where available) from reported deals within their industry or sector, which will provide some useful valuation parameters.
Of course. ExitMinded’s principals are affiliated with and also provide investment banking services through City Capital Advisors, which is a FINRA-registered broker-dealer. So, for clients who would like to work with ExitMinded’s principals in the future through an engagement with City Capital, that is certainly an option. However, ExitMinded clients are free to work with any sale advisor of their choosing (or none at all), and we are delighted to provide introductions to other M&A professionals as well for a client’s consideration.
New Sale Readiness Platform Helps Identify and Address Critical Obstacles That Prevent Successful Sales ExitMinded, LLC today announced its official launch, introducing a new advisory platform designed to help closely-held and founder-owned middle-market businesses improve both the likelihood of a successful sale and the value ultimately realized in an exit....
It can be very confusing for middle-market business owners to figure out who to turn to for help. There are a whole bunch of people out there who call themselves “exit planning professionals.” Many of these individuals and firms highlight exit planning “certifications” or credentials like “CEPA,” “CExP,” or “CBEC.”...
Ask most business owners how sellable their company is, and you’ll often get a confident answer. They’ve built something real. They’ve got loyal customers, recurring revenue, and years of hard work behind them. Surely someone will want to buy it, right? Unfortunately, the data tells a different story. The harsh...
