Pace Equity - Buying a Business

Exit Planning

During the economic challenges of the last few years, many company owners and shareholders have been focused on ‘riding the waves’ with thoughts of releasing capital from a business or the notion of retirement, a dim and distant prospect.

Pace Equity believes the time is now right for shareholders needing to exit over the next few years, to begin the planning process for a successful sale. Our new Exit Planning programme is specifically designed to plan a carefully timed and structured exit strategy, address the new and complex issues facing exiting shareholders, save time and cost, and most importantly optimise shareholder value in an orderly and meticulously planned future sale.

Developing an Exit Plan - The Program

1. Undertake a valuation of the business

Independent valuation based on historical, current and envisaged future performance

Reporting on the current valuation and estimated future value in three years' time

2. Determine vendor expectations and timescales

Ascertain the expectations of the vendors and the timescale in which they want to exit

Reconcile the gap, if any, between the vendor expectations and the valuation

3. Undertake an audit of the key factors pertaining to a successful sale

Examine all factors within the business that will influence the sale of the company

Review teh key drivers of the business under approximately 30 headings

4. Produce an exit plan report

Report on the findings of the audit including areas to be addressed

Develop action plans to address areas of weakness or opportunities identified

5. Agree exit plan and timescale

Agree the exit plan and timetable with the vendors/management and assign responsibilities

6. Review process

Monthly telephone update, quarterly meetings

Annual reassessment of plan and determine actions for the following year

Please Contact Us for further information on Exit Planning.

Download Exit Planning Brochure