For an optimal selling price, you’ll want to engage with an M&A firm 3-5 years prior to the sale of your business. An M&A firm can help you get the right deal team in place, set you up with tax planning, keep your business in mind when dealing with buyers, and help identify key risk drivers that can impact a future sale.
Portage’s Value Enhancement Program examines your business for weaknesses that drive the price of your business down and then we work with you to improve them. We look at your company’s historical performance and provide recommendations for future enhancements.
We look at all risk factors and key drivers including:
- Customer Concentration
- Growth Opportunities
- Profitability
- Key Man Reliance
- EBITDA Trend & Growth
- Competitive Advantage
- Unutilized Capacity
- Management Team
- Financial Reporting
- Business Size
- Overall Discretionary Cash Flow Multiple
Portage will track how your business is performing in the years prior to a sale by setting you up in a secured data room where you can upload your financials on a regular basis. We’ll review your files quarterly and if in the meantime your industry becomes ‘hot’ we can advise you on the perfect time to sell.
Another advantage in engaging with our firm years in advance is that we already have an extensive Buyers’ Database that gets updated daily. If we see that there’s a perfect buyer for your business you’ll be ahead of the game and ready to accept an unsolicited offer.
Our mission at Portage is to offer value enhancement strategies to our clients to improve value so that they are ultimately satisfied with the numbers when they are ready to sell.
Ryan Buist
Partner
Portage M&A Advisory
