Exit With Confidence
Exiting a business is a pivotal moment, and CBIZ is here to ensure you’re prepared every step of the way. Our Exit Preparation Services provide a roadmap tailored to your unique goals, enabling you to enhance business value and address potential challenges. From defining liquidity objectives to navigating transaction negotiations, we partner with you to deliver results that align with your vision.
Exit Planning Solutions
A structured approach to achieving a successful transaction while keeping your business running smoothly.
Create a clear plan with defined objectives and milestones.
Create compelling marketing materials to showcase your business to potential buyers.
Manage data room preparation, buyer requests, and responses with experienced oversight.
Establish valuation ranges and earnings run rates to position your business effectively for negotiations.
Align your leadership team on messaging and delivery to prevent value leakage during negotiations.
Leverage CBIZ’s deal experience to navigate purchase agreements and related mechanics.
Exit Roadmap
Create a clear plan with defined objectives and milestones.
Define liquidity objectives, analyze exit KPIs, and establish a timeline with key milestones for success.
We help you identify value enhancement opportunities and prepare a clear strategy for achieving your exit goals.
Marketing Documents
Create compelling marketing materials to showcase your business to potential buyers.
Our team supports the preparation of key deliverables, allowing you to focus on day-to-day operations.
Due Diligence Support
Manage data room preparation, buyer requests, and responses with experienced oversight.
We streamline due diligence processes to keep the deal on track while minimizing disruptions to your business.
Business Valuation & QofE
Establish valuation ranges and earnings run rates to position your business effectively for negotiations.
We provide analysis and insights to address buyer inquiries and maximize deal outcomes.
Management Presentations
Align your leadership team on messaging and delivery to prevent value leakage during negotiations.
CBIZ facilitates workshops to help your leadership team refine their messaging and showcase the business’s strengths to potential buyers.
Transaction Negotiations
Leverage CBIZ’s deal experience to navigate purchase agreements and related mechanics.
Our advisors guide you through purchase agreements and deal mechanics to secure terms aligned with your goals.
Simplify Exits
Exiting a business involves navigating complex challenges and making critical decisions. At CBIZ, we offer expert support to address common pain points, such as misaligned objectives, valuation concerns, and time constraints. Our tailored solutions maximize deal value, minimize disruptions, and ensure your deal aligns with your long-term goals. With CBIZ as your partner, you’ll be well equipped to approach your exit with clarity and confidence.
End-to-End Exit Support
CBIZ provides comprehensive Exit Preparation Services designed to maximize value and minimize risk. From strategic planning to transaction execution, we deliver the tools and expertise you need to succeed.
