Transactions & Capital
Exit Readiness
A structured 12-to-24-month programme to improve financial credibility, diligence readiness and owner preparation before a sale.
When this helps
Recognisable situations.
- 01
The owner is considering a sale but not ready to launch
Value, timing and readiness need an independent baseline.
- 02
The business depends heavily on the founder
Management depth and transferable processes need time to develop.
- 03
Reporting will not survive diligence
Normalised earnings, forecasts and controls must become consistent.
- 04
The owner’s tax and liquidity plan is unresolved
Corporate preparation and personal structuring must be sequenced together.
Scope
The service is configured to the facts and decision.
Readiness diagnostic
- Financial reporting
- Earnings quality support
- Customer and supplier concentration
- Contracts, systems and management depth
Value preparation
- Valuation foundation
- Forecast credibility
- Margin and working-capital priorities
- Equity story support
Owner preparation
- Tax and ownership coordination
- Objectives and transaction preferences
- Adviser selection support
- Diligence preparation
Engagement path
Five stages, one accountable thread.
- 01
Define the decision
Clarify the decision, constraints, stakeholders and evidence required.
- 02
Build the fact base
Reconcile the financial, tax, operational and contractual information that drives the issue.
- 03
Develop options
Model viable paths, explicit trade-offs and downside cases.
- 04
Execute the work
Produce the agreed analysis, operating cadence and decision materials with senior ownership.
- 05
Embed and hand over
Document the method, train the responsible team and retain an escalation path where needed.
Typical deliverables
Defined before work begins.
- Exit-readiness diagnostic
- Valuation foundation
- Remediation roadmap
- Diligence index
- Management presentation support
- Owner decision memorandum
Questions
Common engagement questions.
How early should the work begin?
Twelve to twenty-four months is often useful because reporting history, management depth and tax structure take time to improve.
Does this commit the owner to a sale?
No. The programme improves strategic options whether the eventual decision is a sale, recapitalisation, succession or continued ownership.
Next step
Discuss exit readiness.
Share the situation, timing and decision. A senior adviser will respond directly and confidentially.