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Distinguishing Features:
This one to two year program has been designed to maximize business value and achieve a transaction in line with personal and business objectives. Special features include:
* Preliminary Business Valuation with Value Driver Analysis
* Educational Seminars
* Preparation for Sale Analysis
* Proprietary Report: Blueprint To Maximizing Value
* One-On-One Preliminary Consultations with Faculty Experts
* Operational Review
* One-On-One Quarterly Consultations with Expert Exit Strategy Faculty
* Program Fees Credited Toward Future M&A Fees
The Right Time to Start Planning
Formulating an exit strategy is a must in today’s business environment. Many entrepreneurs operate in the marketplace for 20 years or more with no plan for their exit. Business owners work extremely hard to build a business with considerable value but fail to design and execute a plan to capitalize on the value they have created.
Our exclusive exit planning program provides a roadmap for a business owner to maximize the value of their business at the time of the exit. It entails a comprehensive process in which the business’ value, strategy, and current execution are carefully analyzed. The result is a detailed action plan outlining specific steps to capitalize on the business’ strengths, minimize its risk and enhance its value and marketability in preparation for a successful exit.
No successful business to date was founded without extensive planning, and the same holds true for the sale of a business. Entrepreneurs need to understand that without a proper exit plan it will be hard to capture the full value of their business
Developing a Successful Exit Plan
The Exit Strategies Institute works with business owners to develop a multi-year program which provides a roadmap to maximize the business’ value at the time of exit. In this comprehensive process each business is evaluated on three levels: business strategy, value proposition and current execution. Each of these three levels is carefully evaluated in order to develop a detailed action plan outlining specific steps to capitalize on the business’ strengths to enhance its value and marketability.
Benefits Include:
* Clear transaction objectives in line with the owner’s personal and business plans
* Control on how and when to exit the business
* Build strategic value
* Maximize company value in good times and bad
* Determine a realistic price range for the transaction
* Avoid the stress and conflict involved in implementing an exit strategy
Overview of the Program
Our main objective is to maximize business value by constructing a well-defined action plan that takes into account the owner’s goals and the business’ operational challenges and untapped strengths. The end result is a clear plan for positioning the business to build strategic value and preparing it for a successful transaction in a reasonable period of time. Consequently, business owners are able to benefit from a measurable and sustainable in the value of the business.
The McLean Group has developed a proprietary process that analyzes 70 value/risk drivers that can have a significant impact on the value of a business. These are the drivers that sophisticated buyers evaluate when deterring whether or not to buy the business and how much to pay. In addition to the value driver analysis, we will perform a preliminary valuation along with an analysis of the readiness of your business for an exit event. This analytical framework allows us to identify those value enhancement opportunities that will have the biggest impact on the business.
Drawing on our experience in valuing, buying and selling companies and on our experience in I implementing value enhancement programs used by Fortune 100 companies, we will explain in detail what steps you can take to position the company to attain the highest possible sales value at the time of the exit.
o Program Faculty
* Attorneys
* Accountants
* Tax Advisors
* ESOP Specialists
* Wealth Managers
* Family Succession Counselors
* Business Strategy Advisors
* Exit Planning Advisors
* Insurance Specialists
* Estate and Trust Advisors
* Professional Mediators
* Commercial Bankers
Program Outline
It has been estimated that 70% to 80% of baby boomer owned middle market business will be sold within the next 10 to 12 years. This one to two-year program offered by The McLean Group Exit Strategies Institute (ESI) will provide a roadmap for business owners that will enable them to maximize the value of their business at the time of exit. It entails a comprehensive preliminary valuation process in which the business’ strategy, value proposition and current execution are carefully analyzed. The process will provide a strategic plan to capitalize on the business’ strengths, minimize its risks and enhance its value and marketability.
The program’s foundation rests on providing business owners with the knowledge and resources to facilitate their decision making process thorough: (a) defining their personal and business goals, (b) analyzing the current status of their business, (c) monitoring their progress toward their stated goals through quarterly consultations and (d) enhancing their knowledge through one-to-one meetings and seminars. More specifically, the Exit Planning Institute’s program provides:
1. A detailed analysis of the business outlined in ESI’s proprietary Blueprint to Maximize Value report
2. Seminars, (three-two-hour seminars per year)
3. Quarterly consultations with ESI program manager
4. Consultations with various specialty faculty (initial two-hour meeting)
Participation Criteria
The program’s faculty is comprised of professionals in complementing practice areas that create value for the business owner in the form of goal clarification, knowledge enhancement, strategy creation and progress monitoring. The ESI faculty includes professionals from a variety of advisory disciplines including accounts, lawyers (corporate, tax, trust & estate, intellectual property), wealth managers, insurance specialists, and business strategy advisors among others.
One of the program’s main objectives is to assist clients in the formation of their advisory teams by making available to them an array of qualified professionals. Aided by us, clients will begin this selection process by searching through the ESI Faculty database based on their specified screening criteria such as size of firm, location, areas of expertise, and industry focus among others.
Faculty members will be invited to participate in the Exit Strategies Institute’s program according to the following criteria:
* Prior experience in working or an existing relationship with The McLean Group is a threshold vetting issue to assure only the highest quality advisors.
* Agreement from faculty advisors to provide the business owner with a preliminary two-hour consultation.
Benefits
By joining the faculty of the Exit Strategies Institute, advisors will be able to increase their visibility with owners of middle market businesses and position themselves as potential members of the owner’s advisory team. More specifically, faculty members participating in the program will enjoy the following benefits:
1. Build a strong relationship and become a “trusted advisor” to the business owner
2. Create a clear differentiation by acting as subject matter expert in the advisory team.
3. Build a collaborative referral network
4. Enjoy added visibility from having the advisor firm’s logo listed on the Exit Strategies Institute website. We will p provide links as well to the advisors websites and specific e-mail addresses for individual advisors.
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