Exit & Succession Planning

 Exit & Succession Planning Datasheet

Exit & Succession Planning Datasheet

CEO Strategic offer a full range of Business Preparation, Planning and Implementation services for company Owners & Directors contemplating either a succession plan, or an outright exit.

At CEO Strategic, we know how much real blood, sweat and tears goes into building a business of any significance. You’ve likely had to put family life on hold, risked your personal assets, and spent many a long night wresting with decisions that may have life-changing outcomes for your business, staff and stakeholders.

So, when it comes time to think about handing over the reins, whether it be a trade sale, public listing or perhaps even ushering in a new generation of management, you need to be certain that you are not only getting the best financial outcome, but that your ethos, vision and know-how is enshrined in your legacy for future generations.

CEO Strategic offer a full range of Business Preparation, Planning and Implementation services for company Owners & Directors contemplating either a succession plan, or an outright exit.

 

Sales Side Advisory

Whether it is identifying possible suitors, creating a professionally prepared Information Memorandum or Sales Document, pitching your business or representing you in negotiations, conducting due diligence, or ensuring that your financial reports represent your business in the best possible light, we have an enviable track record of guiding Directors and Founders through to successful and profitable outcomes. And we can show you how by using our proprietary reporting system MagniFi to reflect the true value of your company, you can often significantly improve your negotiating position.

 

Due Diligence-Ready Guidance

Once you’ve identified a possible suitor, or decided to go out to the market, we can show you how to rapidly speed up the sales process by helping you create a detailed ‘Due Diligence Data Room’ that encapsulates all the required reports and relevant documents you’ll be needing, which can often serve to comply with governance issues, reassure buyers and even have a material effect on the final value of a sale.

An Independent Specialist in Your Corner

Most importantly, when you engage CEO Strategic, you will acquire straight-talking advisors with a wealth of hands-on experience, who will ensure that you are getting the right information that supports superior decision management and better financial outcomes.

“A successful negotiation relies on mutual respect, and clear data that stands up to the strictest scrutiny……”  Daniel Fah, CEO Strategic

 

 

Strategic Benefits

  • Business Preparation
  • Strategic Planning
  • Structure for Succession
  • Due Diligence Data & Governance
  • Sales Advisory & Representation
  • Independent, Highly Experienced Advice
  • Maintain Your Legacy
  • Obtain the Best Financial Outcome
  • Improved Decision Management