Exit Planning Services
RMC's Role as Exit Planner
Creating and executing a comprehensive exit plan requires an array of professional specialties -- drawing on trusted advisors who may have already worked with a business for years (attorneys, accountants, consultants), as well as experts who come into play only at certain stages of the exit process or final business sale transaction.
To meet the client's goals and time frame, this group of disparate advisors has to act as a well-coordinated team. Think of it as the Pro Bowl: individual stars in each position come together on the field one time only, to execute the unique game plan for this particular client's business exit. (And keep in mind, in any buy-sell transaction there is an opposing team on the field as well.)
The role of Rocky Mountain Capital as Exit Planner is to act as the head coach and quarterback for a business owner's exit game plan: defining and quantifying exit objectives; coordinating development of plan elements by the specialized advisors; assembling the comprehensive plan document and timeline; driving implementation of the plan according to schedule.
Of course, RMC also plays its own "special teams" role as an acquisition financing specialist -- assessing current & projected financing value; then designing, obtaining and closing purchase finance, to cash out the exiting owner.
Exit Planning Advisory Team: a sample set of key advisors
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Valuation Expert
- Determining value: market, estate and tax purposes
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Business Broker / M&A Advisor
- Valuation for sale under actual market timing & conditions
- Locating & screening buyers; navigating sale transaction & closing
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Banker: Acquisition Finance Specialist / Investment Banker
- Value for financing; maximizing financeable value
- Obtaining finance commitments; closing finance
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Transaction Attorney
- Legal advisor in sale negotiations & closing; transaction documents
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Business Coach/ Management Consultant
- Identifying value drivers; developing management team
- Plan & implementation to maximize value at sale
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CPA
- Lead or support in valuation / management consulting / value maximizing
- Tax planning; due diligence process & documents
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Insurance Advisor / Benefit Plan Specialist
- Business continuity and risk mitigation
- Continuity of management team; cash flow to owner in staged exit
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Wealth Manager
- Maximizing post-sale income; managing investment portfolio
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Estate Planning Attorney
- Maximizing net after-tax wealth; legacy planning, trust entities, documents