Exit Strategy Program

A structured process for risk assessment, value driver analysis, and investor-readiness preparation.

Exit Picture™

The approach is to develop a picture of the business starting with what it looks like today and then developing a picture of what we want it to look like at exit. The outcome of this Exit Picture™ process is the specification of a target enterprise valueat exit.

Exit Mapping™

This target enterprise value is then used to develop an Exit Map™ which blends in the current state, budget target, 3 year target, BHAG target into a map which then overlays what a prospective investor would be thinking at the targeted point of exit.

Exit Optimization™

Once we have established the prospective investor’s perspective, we use the AscendX Group’s Exit Optimization Assessment™ to identify the most impactful aspects of the business which could reduce investor confidence and reduce their valuation of the business.

We help our clients position their business to maximize investor confidence and thereby maximize enterprise value.

Investor perceived risk (IPR) drivers

These are the investor perceived risk drivers (43 of them) that comprise the Exit Optimization Assessment™ and enable AscendX Group to stack rank gaps which will most likely reduce the valuations from investors.  So, we help our clients position their business to maximize investor confidence and thereby maximize enterprise value.

    • Revenue Visibility

    • Revenue Consistency/Predictability

    • Revenue Growth

    • New Lead Acquisition

    • New Customer Acquisition

    • Customer Retention

    • Customer Purchase Expansion

    • Customer Concentration

    • Pricing Stability

    • Capacity for Price Increases

    • Inorganic Expansion

    • Growth

    • Direct

    • Fixed

    • Historical EBITDA Growth

    • Profit Margin Range

    • EBITDA Forecasting/Budgeting Accuracy

    • EBITDA Adjustments

    • Return on Invested Capital (ROIC)

    • Market Risk

    • Market Growth

    • Market Share/TAM

    • Intensity

    • Knowledge

    • Differentiation

    • Switching Costs

    • Price to Value

    • Mission Critical

    • Management Team Risk

    • Talent

    • Team Cohesion

    • Performance Management

    • Key Man Risk

    • Founder Enthusiasm

  • Financial

    • Cash Flow Stability

    • Capital Expenditures

    • Financial Information

    Legal

    • Structure

    • Contracts

    • Activity

    • Regulatory

    • Real Estate

    • Communication

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