Exit Planning

A Fractional CFO with experience in taking companies through an exit within your industry sector can help you get your business into the best possible shape, making the company more appealing to buyers and significantly improving your valuation.

Whilst every company is different, there is a framework that all CFOs will usually follow in preparing a business for sale:

Discovery Day: An in-depth whole-day session to understand your business’ value drivers and identify the areas of the business that need attention to maximise value.
Valuation: You can get an early estimate of the company’s current market value by completing our Business Valuation Form via this link.
Action Plan: A detailed plan identifying the areas of weakness and recommendations on how to fix them.
Strategic planning: To align the company’s strategic plan with exit objectives to make the business more attractive to potential buyers.
Financial forecasts and models: Develop 3-5 year models that demonstrate the future potential for the business (growth trajectory and profitability) to potential acquirers.
Tax Planning: Ensuring the business structure is optimised for tax efficiency to maximise the sale proceeds.

The iFD CFO will then guide you through every step of the exit process.

If you want an early indication of the value of your business, please complete our Business Valuation Assessment form below, and we will get back to you in 48 hours with a preliminary figure.

Business Valuation Assessment Form

Industry: Intelligent automation platform

This is a spin-out and is an early-stage company experiencing rapid growth. They have already received $4M in Seed funding from an HNWI (high net worth individual) in the US. They are a forward-looking management team that wanted an FD to help them define their commercial offering and pricing strategy, establish a budgeting and forecasting process, and help them understand their exit strategy.

Industry: Service Now Partner

Worked alongside leading investment bankers to provide fractional CFO support to ensure the business was structured appropriately and reported its figures accurately to ensure stakeholders could maximise value upon exit.

Industry: Computer software

Appointed by a computer software company with customers worldwide to support growth from infancy to a strong valuation and successful exit. Over two decades, we have been engaged to develop international, reporting and transfer pricing structures, protect the group’s IPs and trademarks, handle acquisitions and develop and implement a share option scheme.

Industry: Cybersecurity

Appointed by an industry-leading cybersecurity firm to fix legacy accounting issues, apply rigour to reporting procedures and processes, deliver information which underpinned the dataroom and prepare the company for an exit.

Implemented working capital and cash flow management strategies to generate cash; from an initial £400,000 of cash, we successfully generated £2.9 million, an increase of 525%.

Following the due diligence process conducted by the vendor and buyer, the valuation of the company did not change.

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