Expert Exit Advisory Services

Selling your business is a pivotal moment—one that deserves meticulous planning and expert guidance. At Founders Wealth Group, we specialize in guiding business owners with revenues of $5M–$50M through every step of the exit process. Our comprehensive, strategic approach ensures you maximize value and minimize risk, from initial planning to successful transaction closing.

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Financial Management (FP&A and CFO Services):

  • Accurate financial reporting and audit preparation.
  • Robust financial forecasting, budgeting, and KPI tracking.
  • Optimization of cash flow and working capital management.

Clear and reliable financial data is critical to gaining buyer trust and securing optimal valuation.

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Accounting & Tax Readiness:

  • Audit and quality-of-earnings reports.
  • Proactive tax structuring to maximize net proceeds.
  • Legal housekeeping to streamline due diligence.

Proper accounting and tax preparation prevent delays and reduce transaction risk, enhancing the appeal to sophisticated buyers.

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Strategic Transaction Structuring:

  • Tailored exit strategies aligned with your personal and financial goals (e.g., full sale, majority recapitalization, minority investment, ESOP).
  • Buyer universe identification and optimal market positioning.
  • Capital structure and valuation advisory.
Thoughtful transaction structuring ensures the exit strategy aligns with your long-term objectives and maximizes financial outcomes.

Industry-Specific Expertise

Our experience spans various sectors, ensuring your unique business nuances are expertly addressed:

  • Software/SaaS: Emphasis on recurring revenue, retention metrics, and scalability.
  • Industrials & Manufacturing: Operational excellence, asset optimization, and contractual stability.
  • Healthcare Services: Regulatory compliance, payor mix management, and quality outcomes.
  • Consumer Products: Strong brand positioning, effective distribution channels, and innovative product portfolios.
  • Professional Services: Talent retention strategies, client relationship management, and scalable revenue models.
  • Financial Services: Regulatory navigation, risk management, and robust financial performance metrics.
  • Media: Content monetization strategies, audience engagement metrics, and intellectual property management.

Expert Transaction Execution

We manage a disciplined, structured sale process inspired by best-in-class investment banks. A controlled and competitive process creates urgency among buyers, ensures confidentiality, and ultimately drives maximum value and better deal terms.

  • Preparation & Valuation: Detailed analysis, professional marketing materials, and targeted buyer identification.
  • Marketing & Buyer Outreach: Confidential, structured outreach to strategic and financial buyers.
  • Negotiation & Deal Structuring: Competitive negotiations to secure the best price, terms, and deal structure. Having an objective advisor removes emotional bias, enabling clearer, more effective negotiations and better outcomes.
  • Due Diligence & Closing: Comprehensive support through buyer diligence, contract negotiations, and final transaction execution.