Certified Exit Planner
Quantive’s staff includes a number of Certified Exit Planners (CEPA) who are specifically trained in the intricacies of assisting owners work through a transition from 1-3+ years before an exit.
Exit Plan: a Process, Not a Document.
All entrepreneurs are going to exit their business- the only question is whether it’s on the terms of their choosing. Exit planning takes time. The downside? You find yourself a stronger, more valuable business (sigh….). We use a rigorous process to help entrepreneurs prepare to exit- on the best terms, and at the time of their choosing.
How Quantive Helps
The scope of our involvement will vary based on needs, but usually takes the form of one or a combination of: a Certified Exit Planner, Fractional CFO, or Board Level involvement with your company. We think of all these things together as promoting a single overarching goal: value growth.
Fractional CFO
As companies grow, their in-house financial needs grow as well. Our Fractional CFO’s are growth oriented and bridge the gap to a full time CFO.
Board Advisory
To reach the next level, entrepreneurs need to get out of the day-to-day grind. Our Board Advisory services help focus on big picture items that drive management accountability and value growth.
A Wholistic Approach
Time and again we’ve seen issues outside the business derail deals. Most often those can be attributed to: a) a shortfall in sale value (i.e. the proceeds are not enough to fund a retirement) and b) a seller’s concerns about what they are actually going to do after closing.
This is why a robust exit plan considers all three elements – that is: the Company, the Estate, and what we call the “Life After” plan.
What’s Next?
Understand Value
Know where you are starting. Studies show most business owners drastically over estimate their company’s value. Being honest with yourself is the first step in a realistic run at the market.
Pre-Deal Prep
Get your house in order. A buyer is going to dive deep in diligence – let’s get in front problems, mitigate issues, and dial up value. When? Ideally well in advance of going to market.
Improve
Now isn’t always the right time to pursue an exit. But a byproduct of a business appraisal is a roadmap to enhancing value. Use your valuation to help focus your improvement efforts.
Ready to get started?
