Advisory Services
M&A Advisory Services & Exit Strategy
Exit planning, due diligence and deal structuring, end to end.
Is this you?
You want to sell the business in the next few years and have no idea what to fix first.
You're looking at buying a company and don't know what due diligence should actually cover.
You're not sure which exit, an outright sale, a management buyout, selling to your employees, even fits your situation.
If any of those sound familiar, or call +1 (305) 819-3675.
An exit only works once
A misstep in valuation or deal structure on your way out does not get a second try. Owners who start planning 2 to 5 years ahead of their target date have time to fix the things that would otherwise cost them at the closing table.
2 to 5 years
How far in advance we recommend starting exit planning
Why owners choose us for this
We work the deal from valuation through the closing table.
Valuation, buyer or seller matching, due diligence, deal structuring and post-closing transition are handled by the same team, not handed off between firms.
Pre-sale clean-up before you go to market.
Financial clean-up and positioning happen before buyers see your numbers, so the business is presented at its best from the first conversation.
Terms structured for what you keep, not just the headline price.
Purchase agreements, earn-outs and deal terms are structured for after-tax proceeds, not just the number on the offer sheet.
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What you actually get
Value maximization, rigorous due diligence and deal structuring built for your strongest outcome.
Ready when you are
How it works
- 1
Valuation and readiness
We conduct a thorough business valuation and exit readiness assessment, identifying value drivers and areas for pre-sale improvement.
- 2
Strategy and positioning
Your exit strategy is developed with clear timelines, target buyer profiles, deal structure preferences and tax optimization strategies.
- 3
Market and negotiation
We facilitate buyer-seller introductions, manage the data room, coordinate due diligence and negotiate deal terms.
- 4
Closing and transition
Final deal documentation is executed, transition plans are implemented, and post-closing obligations are managed.
Included Services & Outcomes
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Questions
M&A and Exit Strategy FAQ
How far in advance should I start planning my exit?
Ideally 2 to 5 years before your target exit date. Early planning gives you time to maximize business value, clean up financials, resolve legal or compliance issues, and position the business attractively for buyers.
What exit options are available to me?
Common exit strategies include outright sale, management buyout, Employee Stock Ownership Plan, IPO preparation and family succession. We evaluate your goals, tax situation and business characteristics to recommend the best path.
How do you determine my business value?
We use multiple valuation methodologies including discounted cash flow analysis, comparable company analysis and asset-based approaches. The appropriate method depends on your industry, size, growth trajectory and the purpose of the valuation.
What is due diligence and why does it matter?
Due diligence is the comprehensive investigation of a business before a transaction closes, covering financials, taxes, legal, operations and contracts. Thorough due diligence protects both parties and prevents costly surprises after closing.
Can you help if I want to buy a business?
Yes. We support acquisition-side clients with target identification, financial due diligence, valuation analysis, deal structuring and post-merger integration planning.
Put SMAART Advisors on your m&a and exit strategy
Book a free consultation. We'll review your situation, quote a fixed fee, and show you exactly what we'd do differently.