Exit Strategy Advisor

An exit strategy advisor is a critical ally for business owners contemplating a strategic departure from their company. The specialized guidance from Augusta Advisors’s exit strategy advisors ensures that business owners can craft a departure from their company that aligns with their financial goals and personal vision. These experts provide a comprehensive analysis of market conditions and business valuation, tailoring exit pathways that fit uniquely with each business's circumstances. From meticulously planning your succession to structuring the sale for optimal tax benefit, our advisors are equipped to cover every angle.

A DIFFERENTIATED APPROACH TO DEAL ORIGINATION

We have the network, process and know-how to efficiently source actionable deal opportunities that are a mutual fit for both sides of the table. Here’s what sets us apart from other originators:

1

PRIVATE EQUITY EXPERIENCE

Unlike other providers, we come from private equity and understand what you're looking for in a sourcing partner.

2

FOUNDER-OWNED FOCUS

We know founder-owned services businesses inside and out and are well-versed in bridging the gap between founders and PE firms.

3

GROWTH-ORIENTED CLIENT BASE

Founders can rest assured that every introduction we make is to a qualified, long-term and growth-oriented investor.

4

PROPRIETARY SOURCING PROCESS

Our process fuses technology with our deep network to generate unique target lists and introduce mutually interested parties.

5

PRELIMINARY DILIGENCE

We perform preliminary diligence to ensure every introduction is actionable while giving both sides a head start on the diligence process.

How to Find an Exit Strategy Advisor

Selecting the right exit strategy advisor is paramount for a seamless and advantageous business exit. Engage with a company broker adept in translating company valuations into strategic exit plans. A knowledgeable exit strategy advisor can offer essential insights into M&A deal sourcing, identifying potential buyers or strategic partners that align with your business's goals and values. It's also beneficial to explore founder exit options with a seasoned advisor who can provide a clear perspective on the implications of each route, ensuring that your exit is conducted on your terms, reflecting your hard work and dedication to your business.

Craft your business exit plan with a skilled exit strategy advisor for optimal outcomes.

OUR deal sourcing Process

The Augusta Advisors proprietary deal sourcing process combines technology, expertise and relationships to ensure every founder and company we introduce is a vetted, actionable and high-quality target that meets our clients’ acquisition criteria.

  • We schedule a client intro call to build a baseline knowledge of your business, mandate and search criteria

  • We project a process timeline and answer any questions you have

  • If it’s a mutual fit, we'll formalize the partnership and launch our search

  • We ensure full understanding of your search criteria and ideal target

  • Establish a cadence for regular process updates that work with your schedule

  • We leverage technology and our network to generate a refined list of targets in your wheelhouse

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  • Multi-channel outreach to founders to schedule an introductory meeting or call

  • Initial vetting of target size, business model and management dynamics

  • We develop overview materials to preview our clients and confirm mutual interest

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  • We gather and perform preliminary diligence to ensure every introduction is a vetted, actionable and high-quality target that meets your acquisition criteria

  • Custom scorecards to summarize our diligence and evaluate targets

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  • Once we ensure mutual interest, we introduce founder and investor through an introductory Zoom call or meeting

  • We transition preliminary diligence materials to our clients, jumpstarting the diligence process

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  • We leverage our deal execution experience to facilitate and support business diligence, including management of follow-up requests and meetings

  • Once the LOI is signed, we provide support as needed through close

  • We celebrate success together by treating both sides to a closing dinner at a location of your choice

Partner with an Exit Strategy Advisor

To secure a prosperous outcome, building a relationship with a trusted exit strategy advisor is key. Such an advisor considers both the tangible and intangible elements of your business to strategize the most beneficial exit. Whether through succession, selling, or merging, the right exit strategy advisor will uphold your business's legacy while securing its future prosperity. Discover the comprehensive services and expert guidance by learning about us. Take the first step towards a new chapter with confidence by scheduling a consultation today.