Founder Exit Options

Founder exit options are essential tools for entrepreneurs aiming to strategically transition out of their business. At Augusta Advisors, we specialize in aligning these founder exit options with your personal and business goals, ensuring a well-executed and beneficial exit strategy is in place. Our approach involves a deep understanding of the various exit scenarios, from M&A transactions to family succession, providing you with the knowledge and resources to make informed decisions. Understanding these founder exit options early on enables the creation of a more flexible and robust strategy that can adapt to changing circumstances and maximize the return from your lifetime of investment into your business.

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.

Why You Need Founder Exit Options

Understanding your founder exit options is crucial, as it prepares you for the intricate journey of transitioning business ownership. Engaging a company broker can be instrumental in realizing the true value of your business. A business selling consultant can pinpoint the right market opportunities and optimal timing. Furthermore, consulting with an exit strategy advisor allows you to weigh various founder exit options against each other, ensuring that the chosen path aligns perfectly with your long-term objectives. Beyond just a transaction, your founder exit options encompass a strategic outlook on the future of your business legacy, taking into account market trends, your workforce, and even your personal brand.

implement structured founder exit options to ensure a smooth transition from your business

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

Explore Founder Exit Options

It's time to take the lead on your future; begin that journey by fully exploring your founder exit options. For a deeper dive into how we can assist you, learn about us and uncover the wealth of knowledge and expertise our team can offer. Engage with our advisors today and chart a course towards a seamless and prosperous business transition. Comprehensive planning with a trusted exit strategy advisor puts the power in your hands, enabling a transition that honors your hard work and sets the foundation for the business's continued success.