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(A Division of Leverage Consulting Group)

EXIT RIGHT

Preparing a business for an exit play has many facets and realizing the value in your business that aligns with your expectation takes significant planning and strategizing. 


A proper exit play requires 12 to 24 months when wanting to ensure maximum valuation. 


Find out more about the services our consultants offer below and feel free to book a free consultation with us at any time with no obligation to commit.

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EXIT PLANNING

Whether you are selling a business in the next 2 to 5 years 

or want to ensure your business is in good a good spot for a potential offer, 

our strategic program ensures your business is sale ready.

OWNER & MANAGEMENT COACHING

Strategic alignment of Owners & Management is key to a successful exit strategy. 

Establishing process & cultural alignment are only a small part of our process.

INTEGRATION SUPPORT

Ensuring your business integrates well with a new business is important 

in ensuring efficiency and productivity are maintained.

BUYER CONFIDENCE

Properly preparing for a transition allows for greater buyer confidence and higher exit valuations. 

OUR METHODOLOGY

THE VALUE PROPOSITION + MARKET RECOGNITION

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CORPORATE STRUCTURING

Cleaning up your corporate structure, clearly defining Operational, Equity holding and Asset holding companies ensures the exit strategy clearly identifies what "portion" of your business is being sold while maintaining the remaining assets.


VALUE PROPOSITION

What you are selling requires clear identification, documentation and presentation. The value is often in the eye of the beholder, but most importantly the purchaser.


Identification of different potential buyers requires the identification of various value propositions. Ensuring you align with all your potential purchasing markets is key in branding, positioning and representation.


MARKET RECOGNITION

Market & Brand recognition in the open market provide validation towards your exit proposition. 

We work with you and your management team 

to ensure you are well positioned in the market, to your customers and among your competition.

ROAD MAP

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STRATEGY ALIGNMENT

An exit play requires a strategy to ensure all parties involved are aligned and properly positioned for maximum value realization.


Our process ensures Owners, Shareholders, Directors and Management all receive a clear understanding of what is expectated of them and the potential results realized.


EXECUTION & MILESTONES

Our strategy is accompanied by a detailed action plan and milestones roadmap to ensure progression stays on track.


SHARE vs ASSET SALE

There are various methods of selling a business, the 2 most common ones are Share and Asset sales. Both come with their own merits and pitfals and each providing significantly different valuations.


DUE DILIGENCE

Most buyers will require a due diligence process to be executed on and anticipating their requests ensures a faster turn around, fewer issues during the due diligence process and increased confidence from the buyer.

BUSINESS DOCUMENTATION + COMPLIANCE ALIGNMENT

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INTERNAL PROCESSES

In transitions a lot of processes are potentially lost, potentially leading to a breakdown of the value proposition. Having clearly documented "Standard Operating Procedures" (SOP's) provides an additional level of comfort for the purchasor when coming into the business and provides a level of confidence that the business sold values quality and consistency.


FINANCIALS

Getting your financials up to date and keeping them up to date are key as this is one of the most important pieces of information to be reviewed by the purchasors.


Cleaning up the financials does not stop once they are caught up, it also requires an in-depth review of the information presented, ensuring alignment with industry benchmarks, financial ratio's and operational health indicators.


COMPLIANCE

It is important for your business to ensure all compliance based filings are caught up, including but not limited to CRA, WCB, ASC and other regulatory type requirements. 


In a "share sale" the liability of these compliance filings tends to transfer to the purchasor and can impact the valuation of the exit. It also is pertinant that there are no skeletons in the closet that could come back to haunt you.

VALUATION MONITORING

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VALUATIONS

There are various valuation models, each with their own merit and support. 


While strategizing for your exit play we establish the initial valuation model at onset of the exit planning, additionally prepare valuation models based on forecasts and track these models as we progress through the execution.


DATA CLEANSING & NORMALIZATION

Businesses often have discretionary and non-standard activities that may impact the valuations significantly. We ensure these activities are identified & quantified providing a normalized basis for valuation.


The cleansed data often nets the selling owner a significant amount of additional funds in their exit plan and also provides additional confidence in a buyer when going through the due diligence process.

CASH FLOW

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OPTIMIZING CASH FLOW

Our process ensures your working capital is running at optimal strength, Assets acquired are aligned with the appropriate types of Financing and Profits are properly maximized.


LIQUIDATION

Ensuring a review of under-utilzied assets such as stale inventory, dated receivables, aged equipment, provides for an opportunity to liquidate and repatriate cash back into the business.


FORECASTING

We provide a detailed forecast of your cash activities during the execution of our program, while exiting and once cash is free'd up so that you have a clear understanding of your end results and developing a higher level of trust and confidence in our services.

PROFITABILITY

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RESULTS

Our experience in operational finance and our interest in seeing your business run better is where we set ourselves apart.


Reviewing your Revenue models, Gross margins, Overhead structure, efficiencies and discretionary expenditures come standard in our process.


OPERATIONS

Working closely with your management and operational team ensures alignment towards the targeted results. 


We provide a clear set of "Key Performance Indicators" (KPI's) that the operational team can monitor and impact.


CULTURE & HR

To ensure the proper engagement is prevelant among your team we will review your HR policies, Culture development efforts and employment management processes.

Get in touch with us today!

We look forward to working with you on your Exit Play

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Leverage Consulting Group Ltd.

1925 18 Avenue NE, Calgary, Alberta T2E 7T8, Canada

403-480-4020 / info@leverage.works