Entrepreneur Looking for His Next Adventure

How can I learn more about the due diligence process to ensure my company’s value is represented accurately?"

How can I learn more about the due diligence process to ensure my company’s value is represented accurately?"

A Serial Entrepreneur Looking for His Next Adventure

Darren is a private equity partner in his mid-to-late 30’s. As a serial entrepreneur, his early career has been a nonstop succession of building and exiting successful companies, primarily in the technology space. While Darren has no plans to halt this momentum, he wants to be more strategic in the future. He’s focused on growing his existing business in the near-term, and he wants this next exit to leave nothing on the table. He’s exited businesses countless times before, but he’s unsure if he truly maximized his value.

Key Business and Operational Questions

What do I need to do to prepare for this exit?

What is my next venture, how can I use my current one to get me there?

What is the process to attract the best potential buyers?

What specialized tax structures are available to me to help with equity if I decide to stay partially invested in the company?

Key Financial Considerations and Questions

How much is my company worth?

Is my current financial model sustainable?

How will I manage my personal wealth?

What does my sell model look like?

How does a sale impact my portfolio and worth?

Does this story sound familiar? If so, the Schneider Downs Exit and Succession Planning team can help. For more information, please contact us at [email protected].
Please note, our services are best suited for targeted businesses with revenue or value in excess of $5M.

 

About Schneider Downs Exit and Succession Planning

Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners. To learn more, visit our dedicated Exit and Succession Planning page.

The story, all names, characters, and incidents portrayed in this story are fictitious. No identification with actual persons (living or deceased), places, buildings, and products are intended or should be inferred. 

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