Exit Planning Strategy

You worked hard and sacrificed a lot to build your business. Now let our exit planning experts help you achieve a well-deserved exit. MaximForte specializes in exit planning for SMB and lower mid-market businesses. We have advised 30+ business owners over the last 7 years to realize $650m in value. We provide a comprehensive strategy covering:

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• Position for performance: Identify the most attractive growth opportunities, put the company on a path to achieve them, build a robust marketing strategy and get runs on the board to show the opportunity is real.

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• Craft the equity story: Set the market and competitive context, draw clear links between the work done against the value creation plan and the results of the past few years, and show proof that the next wave of growth is real.

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• Optimize the approach: Whether it's an IPO, strategic merger, sale to new owners, or a management-led leveraged buyout, we'll help you assess the trends, timing, and market conditions most relevant to an exit.

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• Pre-qualify buyers and customize the sale: Develop the competitive and financial analysis required in a prospectus for a public or private listing, and identify potential acquirers, anticipate their needs, and determine how best to address them.

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• Private Wealth Advisory: We work with best-in-class private wealth advisors who understand the unique wealth planning challenges faced by business owners to provide tax minimization strategies and cash flow strategies pre and post liquidity event.   

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Our sell-side M&A advisory services provide instant connectivity to our established database of prequalified buyers (strategic and financial sponsors). Our goal is to enable you to successfully achieve the desired premium on your exit.