You’ve clarified your goals and cleaned your books, but Phase 3 (Exit Structuring) and Phase 4 (Execution & Transition) are where deals close, or fail. Focus on tax-smart structuring, objective negotiation, and seamless operational handover.
Phase 3: Structuring & Legal Prep
- Asset vs. stock sale?
Earn-out or lump sum? - ESOP?
Each structure carries tax, complexity, and time implications. We coordinate advisors, legal, tax, and HR to craft a structurally efficient exit.
Phase 4: Negotiate & Execute
- Due diligence prep
Transition coaching - Holding KPIs
Your financials now become active components of the deal: you negotiate based on clarity, not hope.
Successful exits come from meticulous planning. Deals break when sales outpace readiness, or handovers are weak.
Ready to exit with value, clarity, and calm?
Book your Strategy Session with Approach Advisors