General corporate financial advisory

In many cases related to our clients’ transactions, we provide ancillary services to their transactional activities, including the design of a funding structure, organisation of a share-based executive incentive program, and we also provided support in corporate strategy issues and major investment-related strategy-making, planning and modelling tasks.

In addition, we support our clients in deciding whether their company is ripe for sales and we also prepare an exit strategy.

Exiting the company is not a matter of chance. With proper planning, you can control the process and follow the most value-adding strategy for your business in the pre-exit period.

At Concorde MB Partners, we believe that every owner should have an exit strategy, even if it involves family succession or buyout by employees.

Exit strategy documentation includes the following:

  • The present value of the company  and the most important value-increasing factors,
  • Analysis of exit opportunities,
  • Market information, including types of buyers potentially interested in buying the company, justifying their assumed interest and presenting their recent transactions,
  • Analysis of factos decreasing the attractivity of the company: What are the factors limiting the exit and what can be detrimental to the exit value of the company?
  • Strategies for increasing the profits of the company prior to the exit; and
  • Proposals to settle the above issues before the exit.

An exit strategy can be set up at any time, but it is worth sketching out as early as possible after the idea of a potential sale is born. Private equity investors develop their exit strategy before investing, while private equity owners usually do not, or only too late, plan the exit. This misses the opportunity to maximise the purchase price which can be achieved by proper preparation.

For optimum results, we recommend developing an exit strategy 12 to 36 months prior to the planned sale. This leaves the sellers time to make their company transparent and to present the right trends and profitability, and prepare them to focus on the business lines that bring the greatest value to future customers.