Liquidity events are critical pivot points in any company’s trajectory.
Whether via acquisition by a third party or via IPO, exit events need to be managed very carefully. If you are a CFO or a CEO of a company preparing for exit, you need to maximize your company’s valuation at exit by building consistent and predictable streams of revenue and profitability and an expanding and qualified base of customers. As you move closer towards the close of your deal, you need to build systems and infrastructure for each stage of growth, demonstrate your team’s ability to successfully scale the business, identify and negotiate with the right partners, select a solid investment banker, prepare for exit by tightly managing the due diligence process and leading you need a successful close.
Managing all the extra responsibilities associated with preparing and implementing an exit strategy on top of your “business as usual” operating company can be challenging. You need to demonstrate the ability to meet sales and revenue goals, customer and channel targets, prioritize talent investments, meet product roadmap milestones all while preparing for due diligence meetings, achieving clean audits, evaluating prospective exit partners, and trying to retain your key hires with a creative platform of incentives.
FLG’s CFO partners have “been there and seen that” multiple times on the exit strategy front. We are experts in late stage fundraising and debt refinancing, capital table recaps, investment prioritization and organizational restructuring. We know how to manage profitability as a business scales, prepare for due diligence deadlines, build forecasting capabilities, successfully fine tune enterprise-wide systems, update KPIs, roll out company-wide goals & metrics, coach team members, prepare for public company regulatory, tax and/or due diligence requirements. Our partners also know how to manage process – including the entire acquisition integration and exit process.