Exit Planning

Exit Planning

Not every owner is ready to sell today, and that’s fine. If a sale or transition is a year or more away, that’s actually a good time to start. We’d begin with a conversation to understand where your business stands today and what you’re hoping to get out of a future transition. From there, we’ll talk through what preparation actually looks like for your specific situation, which could mean a few targeted changes, or a longer-term plan to build value over time. For owners who want that more structured, ongoing approach, Exit Advantage℠ is one option we may point you toward.

Why Preparation Matters

Owners often put off thinking about “the next phase” while they’re focused on running the business day to day. But the businesses that get the best outcomes are usually the ones that started preparing well before they needed to. Whether that means cleaning up financial reporting, addressing operational risks, or simply having a realistic sense of what the business is worth today, early preparation gives you more options later, not fewer.

What our clients are saying...

“New Image Coatings, owners of Seal-Once, retained Business Transition Strategies to locate a strategic buyer for the company…From the start of the project, where the information memorandum was developed, to helping us create the management presentation to acquirers, through negotiating the letter of intent and then the definitive agreement, they were there with me and our professional team every step of the way. It took nearly one year to the day to complete the project, but they never lost focus on my best interests and helped me keep my eye on business. This sale was very complex…. BTS’s level of expertise in the process and close attention to detail enabled us to successfully navigate the deal.”

- Hank Croteau

New Image Coatings