Exit Planning

Clients often engage Gulfstream Mergers & Acquisitions to formulate and develop an exit plan that will, both, maximize value and optimize what the owners keep. Exit planning is done by evaluating various deal structures and the associated risk involved with each. What matters to our clients is what matters to us; Creating and keeping as much "net wealth" as possible.

Since you’ve invested a lot of your time, effort, and money into building up your enterprise, you want to make sure that you leave it on your terms. And that is exactly what Gulfstream Mergers & Acquisitions enables us to do. We offer effective business exit planning services that are tailored to your specific needs and requirements. The business exit plan strategies we devise are geared to ensure that the business sales transaction is smooth and that you get the best deal for your company.

THE GULFSTREAM MERGERS & ACQUISITION EXIT AND SUCCESSION PLANNING PROCESS INCLUDES:

Comprehensive strategic planning to establish goals and timeline expectations
Defining and measuring the business health and cycle
Defining and measuring Financial readiness and owner readiness
Complete Business valuation
Review all current systems including: Financial, IT, Inventory Systems, etc. & develop & implement any necessary improvement plans to add value
Tax implication review including; capital gains taxes, asset transfer taxes, etc.
Identify and decide optimal exit options
Deal-term scenarios, stock sale, asset sale, earn-outs, etc.
Execute strategy to achieve desired goals

Start The Exit Planning Process