Numitas 8 Step Guide

The Numitas 8 Step Guide outlines the key activities that should be addressed when addressing your exit plans. Preferably the process should be undertaken 2-3 years in advance to allow for at least two financial cycles of the business.

Knowing which customers, products and markets provide you with the most revenue and the best margin enables you to drive performance, making your business more profitable and more attractive to buyers. 

1. Revenue and margin analysis

Building a financial model that outlines the impact of various scenarios on the business clearly demonstrates how further profitable growth can be achieved to maximise your future sale value.

2. Growth plan and scenario assessment 

Analysing overheads and reducing fixed costs enhances profits and increases the value of your business. 

3. Overheads and profitability 

Establishing incentives for key employees to remain in the business post sale reduces risk for the buyer and ensures the business valuation is defensible. 

4. People 

Ensuring accounting information and financial statements are accurate provides compliance, confidence in numbers and transparency, so there are no surprises during due diligence.

5. Professionalise the books

Buyers like businesses that are run efficiently and smoothly. Documenting business processes, reviewing controls and updating systems enhances value and desirability. s to remain in the business post sale reduces risk for the buyer and ensures the business valuation is defensible. 

6. Systems, Controls and Processes

Streamlining group and entity structures enables easier integration with the buyer's business and simplifies the frequent tax complexities. 

7. Capital and Group Structure

Ensuring documentation required for the sale process is easily accessible enables buyers to complete the due diligence quickly and efficiently, reducing risk for them and maximising value for you. 

8. Data Room and Documentation

Download the full 8-stage process guide >

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