Report

Exit readiness: Preparing for a successful transition

Jamie Barklem
By:
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Exiting a business – through a trade sale, management buy-out or other transaction – is one of the most significant events in a company’s life cycle yet many underestimate the complexity and risks involved. Jamie Barklem introduces a handbook to help guide you through.
Contents

Without early and structured exit planning, businesses often face value leakage, prolonged negotiations and reduced buyer confidence. Common challenges include unclear financial narratives, weak governance, operational inefficiencies and leadership gaps – issues which can surface late in the process when time is limited and the opportunity to address them is constrained. 

Businesses that invest in early preparation are much better positioned to protect and enhance value. A well-prepared organisation can clearly articulate its growth story, demonstrate operational resilience and present a compelling case to potential buyers. It also has the flexibility to explore different exit routes and respond confidently to due diligence demands. 

To support this, we’ve developed our Exit Readiness Handbook – a practical guide for leadership teams looking to take control of their exit journey. 

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The handbook introduces our independent readiness assessment, which assesses your organisation across 12 critical areas, including leadership, strategy, financials, ESG, and enabling functions such as IT and human resources. Each area is assessed not just for its current state but for its readiness to withstand the scrutiny of due diligence and to support a smooth transition.  

Whether you're 18 months from exit or just beginning to explore your options, this guide will help you prepare with confidence. It’s not just about getting through a transaction, it’s about building a stronger, more resilient business for the future.

To discuss any of the topics mentioned in the guide and how we can support your organisation, reach out to Jamie Barklem.