Strategic Advisory

A good exit captures price; an optimal exit captures enduring value.

Strategic Exit Readiness & Value Development

Introduction

A good exit captures price; an optimal exit captures enduring value. Our Exit Readiness mandate is a proactive, 6–24-month journey that aligns strategy, operations, and governance with what premium buyers reward. We help owners convert today’s performance into tomorrow’s valuation while safeguarding legacy and long-term goals.

Phase 1: The Diagnostic and Valuation Blueprint

We start with a holistic assessment of market position, unit economics, growth vectors, and risks. Using an AI-enabled stack—market mapping, comparable transaction analytics, buyer-universe modeling, and predictive valuation—we deliver unbiased, evidence-led insights. Observed deal patterns and live market signals feed Monte-Carlo valuation bands and buyer-probability scoring to quantify the valuation delta. A market-validated Value Gap Analysis covers revenue quality (recurring mix, pricing power, churn), operating discipline (margin pathways, working-capital cadence), and readiness (QofE-grade data, governance, regulatory and tax).

Phase 2: The Value Acceleration Roadmap

Together we design a sequenced, owner-led plan across commercial, operational, financial, and legal workstreams. Typical levers: revenue-quality lift via value-based pricing and packaging with NRR/GRR targets; contractual stickiness (term, auto-renewal, upsell design) to raise LTV/CAC; procurement and footprint resets; carve-out/stand-up design; IP protection and contract remediation; capital-structure tuning; and an audit-ready, API-based data architecture enabling cohort economics and QofE-grade granularity. Each initiative has an owner, milestones, KPIs, and an explicit valuation impact—linking EBITDA expansion and multiple re-rating to priority buyer criteria.

Phase 3: Partnership to Launch

We act as your strategic co-pilot—a Swiss boutique operating with strict confidentiality and a white-glove, hands-on approach. We stand up a light PMO to keep initiatives on track, run vendor-style diligence rehearsals, refine the equity story, and resolve red flags early.

A “Ready-for-Launch” review confirms evidence-backed value drivers, succession-ready management with delegated P&L ownership, and calibration to market timing and the preferred route (majority sale, growth recap, merger, or IPO). When you green-light, we pivot seamlessly into disciplined go-to-market execution.

Your role is pivotal: implement operational changes, maintain data integrity for QofE-grade reporting, and own execution of value-creation initiatives. We bring senior judgment, discretion, and technology; you bring decisions and momentum.

Conclusion / Call to Action

If an exit is on the horizon within 12–36 months, starting now compounds options and outcomes. Let’s confidentially assess your baseline and design the path to an optimal exit—maximizing certainty, elevating multiples, and delivering the result you deserve.