Exit Planning

Whether you’re nearing retirement, ready to move on to a new opportunity, or simply looking to prepare for ‘someday’, it’s critical that you take the time to analyze your business in order to help guide an exit strategy that meets your needs — whether now or in the future.

MFA’s Exit Planning Services are designed to help you plan for the future you want for your company and guide you in the development of a strategy for achieving that goal. Whether that future involves a sale, merger, acquisition, divestiture or other liquidity event, the experienced professionals at MFA are the ideal team to serve as your trusted business advisors.

 

 

Our Process

MFA’s seasoned team of investment bankers and M&A advisors will offer sound strategic advice to guide you in evaluating your strategic alternatives and developing a strategic transition plan that aligns to your goals and maximizes the value of your business — from assessing company financials and historical performance to identifying viable exit options and optimizing for personal financial success.


 

MFA's Exit Planning ServicesCompany Historical Performance & Revenue
Review company background and historical performance (e.g. balance sheet, income statements, EBITDA, etc.).

Valuation & Financial Forecasting
Complete a fair market valuation of your company as well as a cash flow forecast to determine future viability and inform exit options.

Evaluation of Strategic Alternatives & Viable Exit Options
Conduct industry research/positioning and evaluate options and potential timeline for exit, including sale preparation guidance, transaction analysis and feasibility.

Financial Strategy, Management & Optimization
Assess and recommend alternatives to existing corporate structure as well as personal tax strategies to enhance go-to market positioning.

Go-To Market Support & Advisory
If and when you decide to move forward with an exit, our team of advisors will help you navigate the process from start to finish, from identifying buyers and negotiation to execution and post-transaction.

 

Block
How We Can Help
Review
• Company background & performance
• Revenue and EBITDA
• Industry trends and analysis
• Company-specific investment thesis
• Competitor analysis
Forecast
• Market valuation of company
• Three-to-five-year cash flow forecast
• M&A activity specific to industry
• Identify deficiencies and develop strategy to maximize value
Strategize
• Market research and industry positioning
• Timelines and projections
• Exit options, transaction analysis & feasibility
• Analyze key drivers and determine optimal positioning
Optimize
• Corporate & individual tax considerations & implications
• Personal financial & estate planning
• Investment management & strategy

 

M&A Considerations & Positioning Your Business for Exit

Learn more about how COVID-19 is impacting M&A activity and how you can prepare your business for a future exit — whether the future is tomorrow or 10 years down the road.

Refining Your Exit Strategy Through Valuation & Due Diligence

Understand more about what’s expected during the valuation and due diligence process and how you can take steps to make your company sale-ready.

Estate Planning & Tax Considerations to Support Your Exit

Explore opportunities to mitigate taxes and design estate planning strategies that capitalize on your business exit and set up future generations for success.

Exit Strategy: Wealth Management & Personal Financial Planning

Learn more about the financial planning process and how to align your personal financial goals and investment strategy when you eventually exit your business.

 

 

Let’s Connect

If you’re considering an exit from your business — either now or sometime in the future —connect with our team to get started.

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