Exit Planning and Sell-Side Advisory - Local Fractional LLC

What does exit planning actually involve?

End-to-end support from initial assessment through closing. Financial Due Diligence We scrub your financials so buyers see clean, defensible numbers. No surprises in the data room.

Is private equity buying businesses like yours right now?

Private equity is actively consolidating trades businesses — HVAC, plumbing, electrical, roofing. If you are in one of these sectors, the window for premium valuations is open now. We help you position for maximum value. Source: U.S. Small Business Administration Platform Acquisitions PE firms are paying 6-8x EBITDA for well-run trades businesses with clean books and strong management teams.

What does the exit planning process look like?

A clear path from where you are today to a successful exit. 1 Assessment We evaluate your financials, operations, and market position to understand where you stand today. 2 Preparation We clean up your books, prepare a sell-side QoE, and address any issues that could reduce your valuation. 3 Positioning We package your business to tell the strongest story possible to potential buyers and their advisors.

How to Prepare Your Business for Sale?

A complete exit requires more than deciding to sell. These nine steps move you from current state to a buyer-ready business that commands maximum value. 1 Establish a baseline business valuation Understand what your business is worth today — EBITDA multiple, revenue multiple, or asset-based — before you begin any preparation work. This is your baseline and your target.

What does a sell-side advisor actually do for you?

Most business owners go through an exit once. Buyers do it every quarter. A sell-side advisor levels the playing field. Your Advocate at the Table A sell-side advisor works exclusively for you — the seller.