Retirement exit planning

• never too soon to start the process
• identify the issues facing the business
• adequacy of trading record
• impact of the owner their self

Realising the value of the results of a significant part of one’s lifetime work can be a difficult and traumatic experience, not without pitfalls - if an entrepreneur is thinking of selling his business, then early planning and identification of the issues facing the business as a result of his retirement from an active role are needed.

Minority exit planning

• analyse shareholder objectives
• optimise business structure to find equitable solution
• evaluate future cash generation and income streams
• unbiased point of view

In second and third generation family companies, disputes between active shareholders and minority interests can operate against the best interests of the development of the business - in these scenarios the existing advisers can often be seen to be too close to the dominant party to be allowed to give objective advice to the minority party. Transaction Management can work alongside the parties involved and if necessary introduce a new investor who might be more suitable as a minority partner than the original family member.

Venture Capital Exit

• clarify strategic issues
• identify future financing needs
• challenge the basis of any pre-agreed arrangements
• assist in finding replacement resources

At the right stage in the development of a business, venture capital funds are often a welcome means of helping the business to expand. However these funds could never be committed for a long term and there comes a point when an exit route is needed. Perhaps a fresh opinion is needed on how the exit can be structured. Transaction Management can be consulted in these situations not only for an unbiased view on what is possible, but also to help towards achieving the exit.

Deal feasibility

• detect deal breakers
• clarify expectations
• confirm transaction structure
• set and monitor timetable

Too often, a deal fails because of inadequate planning: everyone involved is disappointed; clients and their advisers fall out about the fees for uncompleted work - there will be deal breakers, inevitably, and most of these can be identified sufficiently early on to avoid the waste of time and resources. Transaction Management welcomes the opportunity to give impartial and straight forward advice to anyone who is contemplating a deal.