Pre-Sale Value Enhancement

Often, company owners are not ready to sell the company right away.  Many companies may benefit from a planned process that prepares for later sale -- maybe months or years away. 
 
As described on the When to Exit page, business transition planning is a process of building, managing, protecting, using and eventually transferring assets or stock in a tax-efficient, pro-actively planned manner.
 
A component of the building process is pre-sale value enhancement: a pro-actively planned process of building the value of your company so that when it is sold, it achieves a higher price. 
 
We offer this on a consulting fee-basis to companies with the foresight to plan ahead, and the desire to the maximize their gains upon exit.

Process Overview

The starting point of this process would be to obtain a valuation of the company as a baseline for future planning and performance measurement. 
  • We would meet with your company initially to interview you and gather the extensive information required for the valuation
  • We would strive to determine shareholders' personal factors that would influence the planning process, timeline and probable deal structure 
  • Review the valuation result, identify improvement opportunity areas
  • Establish an action plan 
  • Refer you to specialists, such as specialized consultants, graphic designers, management recruiters, market researchers and so forth, as appropriate
  • Based on the definition of the consulting engagement, meet periodically to review progress against the action plan
  • Measure, adjust, make course corrections as indicated
The small amount a company would invest in this service could be expected to pay for itself many times over in the long run. 
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