Craftsbury’s exit strategy engagements put companies on a path to maximize investor interest and prepare for the rigors of a sale process. Craftsbury takes a deep dive to understand the business and then helps craft an exit narrative that will resonate with buyers.

The exit roadmap engagement is tailored for businesses that are several years out from an exit. We help management teams view their business through the lens of the buyer, educating them on value drivers (e.g. how to move the business into the premium valuation bucket) and value detractors (e.g. what will cause buyers to walk). These strategic discussions include the importance of a detailed growth strategy, figuring out what holes need to be filled in the management team, building out forecasts, developing an add-on matrix and more. Companies will leave the exit roadmap engagement with a list of important action items to maximize the value of the business as they look towards a sale.

The exit prep engagement takes place closer to the exit. This engagement is aimed at educating teams on the sale process and readying them for the rigors to come.  It typically covers topics such as:

• Understanding the business through the lens of a buyer
• Company-specific value drivers and detractors
• How a process works and process timeline
• Who are the potential buyers
• Role of the management team in a successful exit
• Why some deals fail
• Process preparation and readiness

By helping owners and managers think through the desired outcomes of a sale in advance, we can develop a plan for a successful exit.

Upon completion of an exit prep engagement, Craftsbury can provide guidance and oversight as you move into the exit, including implementing process readiness, selecting advisors, providing process support and project management.