Our Exit Planning Approach

Collaborative Goal-Setting

We’ll work with you to set reasonable goals for your exit. Our team can help find qualified buyers, transition your management structure, and lay down a solid foundation for your exit.

Business Valuation

“How much is our business worth?” It’s the question we receive more than any other. Business valuation consists of multiple variables linked to an excess of variances. We provide detailed metrics based on your empirical data. In addition, we dig into recent comparable sales along with specific industry metrics that establish a marketable range of value for your business.

Strategic Planning

Long term strategic planning strengthens any organization. Establishing critical positions and highlighting potential vacancies, determining critical skills and future employee performance necessary for business continuity, and focusing on individual and group development to meet future business needs are all components of strategic planning that need immediate and regular attention. It takes foresight and experience to build out a strategic plan. We’ve worked w/businesses at every stage of the business life cycle and understand that although each business’ needs are unique and specific, there are certain foundational standards which we’ve found are universal and we’ll make sure those standards are solidified while we strategize.

Exit Execution

Investment bankers must understand deal mechanics and nuance. You can’t have one without the other. The mechanics are black and white blocking and tackling. Nuance separates the most talented investment bankers from the masses. We understand the emotional ebb and flow this process will create and what obstacles are in our path. We’ll guide you and walk side by side from before the beginning to well after our mission is complete.  

Confidentiality

Confidentiality is the most critical component of a business sale, and we treat it that way at S&P Capital Partners. We know the value your team, customer base, reputation, goodwill, and historical performance create to make your company the industry titan it is. We manage all transaction aspects w/the strongest confidentiality.

Client-Centric Collaboration

We’re not a good fit for everyone and everyone isn’t a good fit for us. We’ll work immediately to determine if we’re a good fit for your company. If there’s a better option, we’ll tell you who they are. We need to make sure that everyone is on the same page, telling the same story, having the same conversations, and are prepared for every transaction stage. 

Customized Approach

We work with companies across a broad range of industries and no two businesses are exactly alike, meaning every exit strategy needs to address bespoke factors unique to the company. Transactions are living, breathing organisms. They change, shift directions, and can surprise you if you’re unsure of next steps. Throughout our process, we’ll work collectively to establish a transaction checklist which begins at offer stage and concludes after a post-closing reconciliation day.

Track Record of Success

Nearly 40 years of combined deal experience led us to develop a structured process designed to efficiently manage your business sale w/minimal stress and worry and maximize the value owed to you and your shareholders. Our confidential marketing along w/our thorough buyer qualification process makes sure that you only meet qualified prospective buyers. Rest assured that when we’re prepared to make a buyer introduction, we’ve done our homework.