ADVISORY SERVICES

Exit Advisors works with businesses looking to grow through acquisition or prepare an exit strategy and sell. Our team provides both buy and sell-side enterprises with a combination of services including, business valuation, accounting clean-up, quality of earnings analysis, financial and operational readiness, market research, targeting buyers/sellers, preparation of confidential memorandums, negotiations, estate and tax planning, and many other offerings.


SEll-SIDE Services

  • Current state assessment of the business, including personal needs of the seller.

  • In-depth market analysis & industry research.

  • Financial, legal and process-review due diligence readiness assessment.

  • Business Valuation Report by NACVA certified analysts.

  • Evaluate seller’s objectives, synergies, tangible & intangible benefits to the ideal buyer.

  • Accounting reconciliation & clean-up.

  • Develop and support of pro-forma financial models.

  • Secure, online data room for due-diligence materials.

  • Go-to-market strategy with tailored list of target buyers.

  • Develop blind “teaser” and formal Confidential Information Memorandum (CIM) for prospective buyers.

  • Market and represent the Company in buyer discussions, negotiations, due diligence and all facets of the transaction through closing.

buy-side Services

  • Develop strategy and acquisition list, in conjunction with buyer’s needs and current targets.

  • Internal discussions with our strategic partners, advisory board, and industry contacts.

  • In-depth market and industry research.

  • Internal vetting of all potential targets to ensure candidates are properly aligned with buyer (including location, operations, size, performance, etc.).

  • Continual outreach to Companies to discuss and gauge interest in a potential sale.

  • Coordinate introductions with any interested Companies to the Buyer.

  • Progress report and target Companies list to be provided to the Buyer on a monthly basis.