Exit Preparation

Typically undertaken by finance professionals to facilitate the sale of a business, exit preparation is the process of optimisation that benefits the seller in respect of valuation and desirability.

An experienced finance professional will address key areas of the business to drive performance with the needs of the buyer and future commercial prospects in mind. This creates a smooth due diligence process and satisfies the buyer that future plans and forecasts are consistent and compatible with the valuation. Risk is minimised for both seller and buyer.

The optimisation process is best started as early as possible to enable the increased performance to follow through into the business profits and, therefore, into increased valuations. Preferably the process should be undertaken 2-3 years in advance to allow for at least two financial cycles of the business.

The key to successful optimisation and exit preparation is having the necessary experience. Our team of finance directors has experience of multiple exits and transactions with a variety of buyers, including trade, private equity and IPO. Typically, we would work with you on a part time flexible basis as an embedded part of your management team to optimise and prepare the business for sale.

Case Studies

Managing Growth

Scintacor (formerly Applied Scintillation Technologies) is a successful British company and the world leader in phosphor and scintillation technology, which allows the conversion of different radiations into light for imaging and detection. The growing demand for their expertise meant that Scintacor decided it was time to look for further investment into the business, which is where Numitas was able to help.

Raising £12m in funding for the tech sector

GeoSpock is an extreme-scale spatial big data platform company that provides analytics, visualisation and builds insight for four main verticals: location based mobile advertising, telecommunications, connected cars, and smart cities.

Finding the right CFO

AIM-listed Ubisense was founded in 2002 and is a high growth, Cambridge-based technology firm. Its highly specialist expertise serves 500 customers in 50 countries with enterprise location intelligence products and solutions that help them with their high value manufacturing operations. For example, its work with automotive firms BMW and Aston Martin and with aerospace giant Airbus, enables specific components and tooling to be located and supplied automatically to a manufacturing location, using state of the art, ultra-wideband radio technology.

Professionalising the Finance Function

Our client is a SaaS business delivering real time data and information to the NHS and helping to manage patient footfall through its mobile app. The company currently turns over £2m and employs some 35 people onshore UK with an outsourced development centre in India.

Securing a £7.5m sale

i-graduate surveys international student opinion about different universities, then tracks and benchmarks the data, delivering comparative insight to the education sector worldwide, in order to help institutions deliver a world class student experience to enhance competitive advantage.

Managing Growth

Scintacor (formerly Applied Scintillation Technologies) is a successful British company and the world leader in phosphor and scintillation technology, which allows the conversion of different radiations into light for imaging and detection. The growing demand for their expertise meant that Scintacor decided it was time to look for further investment into the business, which is where Numitas was able to help.

Raising £12m in funding for the tech sector

GeoSpock is an extreme-scale spatial big data platform company that provides analytics, visualisation and builds insight for four main verticals: location based mobile advertising, telecommunications, connected cars, and smart cities.

Finding the right CFO

AIM-listed Ubisense was founded in 2002 and is a high growth, Cambridge-based technology firm. Its highly specialist expertise serves 500 customers in 50 countries with enterprise location intelligence products and solutions that help them with their high value manufacturing operations. For example, its work with automotive firms BMW and Aston Martin and with aerospace giant Airbus, enables specific components and tooling to be located and supplied automatically to a manufacturing location, using state of the art, ultra-wideband radio technology.

Professionalising the Finance Function

Our client is a SaaS business delivering real time data and information to the NHS and helping to manage patient footfall through its mobile app. The company currently turns over £2m and employs some 35 people onshore UK with an outsourced development centre in India.

Securing a £7.5m sale

i-graduate surveys international student opinion about different universities, then tracks and benchmarks the data, delivering comparative insight to the education sector worldwide, in order to help institutions deliver a world class student experience to enhance competitive advantage.

Our Insights

Catch up on the latest financial news and opinions from like-minded contributors plus interviews with influential industry figures.

Numitas CFO Club in Cambridge sees new collaboration with the IoD
Embracing opportunities and inspiring leaders
How a CFO can help companies prepare for Mergers and Acquisitions
Supporting early stage venture, Geospock
Inspiring the next generation
What makes a great entrepreneur?