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Redtail Capital - Unlocking Business Value

 

Your Exit GoalsBusiness Exit OptionsBuilding Business ValueBusiness Exit ProcessWhy Choose Redtail Capital?

Exit Processes

Valuation

Legal

Financial

Risk/Insurance

Management

Transaction

Marketing

LOI

Due Diligence

Closing

Wealth Preservation

The Transaction 

The ultimate stage of the exit process is the transaction. A transaction can be the sale of the business to a third party, it may be a public offering, it may be a private equity infusion of capital, it may be the execution of an ESOP or MBO, or it may be the gifting of the property to a charity.

In any case, there are certain common items that need to be completed. A complete due diligence file must be prepared, along with full financials, usually audited. 

In most third-party transactions such as a sale or transfer, additional steps need to be taken. The company has to be marketed, there is usually a letter of intent to buy in the case of a sale, a due diligence period is established, and finally a closing occurs or the transaction is cancelled.

Managing this process involves several of our partners and advisors, and the management team of the company needs to be involved as well. This is a crucial period, and proper preparation in advance is critical to success. This is where all of the planning and preparation pay off.

Communication between all of the advisors, the company's management team and other key personnel - occasionally including the buyer's side is of paramount importance during this key phase of a business exit and is a core focus of the Redtail Capital team.