Exit Strategy

At some point in the life of every business, the owners will be faced with what will likely be the most important decision in their company’s history - how and when will they make their exit from ownership? The necessity of making this decision can be triggered by many events as diverse as health changes, aging, divorce, death, burn-out, changing market conditions or just the desire to do something different.

If maximizing value is a goal, it is important to understand the timing of the transition of your business is absolutely critical. The transition should occur when market conditions are best. Often the best time to transition may not coincide with the timing you had in mind. The professional business advisors at Peak Investments can assist you with critical exit strategy planning.

Peak Investments Exit StrategyThere are many options to consider in transitioning a business such as selling the business, transferring ownership to family members, merging with another company or an employee stock purchase. Each option has advantages and disadvantages. In addition, there are a myriad of details to consider including how the sale will be structured, payment terms, earn outs, non-compete agreements, stock versus asset sales. There is enough complexity to make these multiple decisions seem overwhelming. Given the daily challenges of running your business it is easy to postpone this complex set of decisions. However, you have not become a successful business owner by ignoring challenges and this is certainly not an appropriate time to start.

The value of engaging the services of a mergers and acquisitions professional firm is likely now clear. Consider this – you have only one chance to transition your business successfully, definitely not the time for experimentation.   Fortunately, the professionals at Peak Investments are ready to assist in formulating an organized exit strategy that will maximize the value of your business.