Exit Planning Services

Prepare for a successful business transition with A.J. Arenburg Financial’s Exit Planning Services. From succession strategy and valuation to transaction readiness and execution, we guide you through every step to maximize value and ensure a seamless transfer of ownership.

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Exit Planning Roadmap

Structured phases that de-risk the process and maximize certainty of close.

Readiness & Clean-Up

  • Normalize EBITDA, KPIs, and net working capital
  • QoE prep and data-room outline (finance, ops, legal)
  • Legal / tax sweep; cap table & governance check
Target: 4–8 weeks

Valuation & Structuring

  • Triangulate value: market comps, DCF, precedents
  • Deal terms: rollover, earn-out, seller note, WC peg
  • Succession alignment; estate and tax coordination
Target: 2–4 weeks

Go-to-Market & Bids

  • Teaser & CIM; curated buyer universe
  • NDAs, controlled outreach, management meetings
  • IOIs to LOI negotiation; timetable & bid discipline
Target: 6–10 weeks

Diligence, Close & Transition

  • QoE & confirmatory diligence orchestration
  • Definitives (APA/SPA), schedules & closing deliverables
  • TSA, Day-1 / 100-day plan, post-close handoff
Target: 8–12 weeks

Exit Planning — FAQs & Readiness

Quick answers and a simple checklist to gauge transaction readiness.

  • Fit $10MM+ Rev
    $2–25MM EBITDA
  • Timing Typical
    4–6 Months
  • Deals M&A • Recaps
    Growth Capital
  • Buyers PE • Strategics
    Family Offices

Most run 4–6 months from readiness to close. Complexity, buyer type, and diligence scope can extend timelines. We keep a weekly timeline and cadence calls to maintain momentum.

A fixed planning retainer plus a success fee tied to deal value or capital raised. We scope up-front so incentives match outcomes—no surprises.

Clean financials, a clear growth narrative, defensible QoE, and a targeted buyer list. We normalize EBITDA, prep the data room, and run a disciplined process to create competitive tension.

Teaser & CIM, buyer universe, valuation & structure ranges, diligence roadmap, and a secure data-room index—plus weekly reporting through IOIs/LOI and close.

Controlled outreach under NDA, coded materials, and staggered disclosure. We limit access, watermark documents, and sequence diligence to protect employees and customers.

Quick Readiness Checklist

  • Reviewed financials with EBITDA normalization
  • Top customers & concentration analysis documented
  • Working capital peg framework drafted
  • Legal docs organized (contracts, IP, leases)
  • Operational KPIs & cohort/retention metrics
  • Data room skeleton created (finance / ops / legal)
  • Preliminary valuation & structure preferences
  • Core deal team aligned (banker, counsel, tax)
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Ready to Get Started?

Tell us about your business and objectives and we’ll design a customized exit plan to protect your legacy and maximize value.