CMG Financial Solutions™

CMG Financial Solutions™ › Exit Planning

For owners planning an exit

Someday you’ll sell. The value is built now.

Whether the business goes to a buyer, family, management or an ESOP, the price is set by how it runs in the years before. Start early and you set the terms.

What we hear

Your concerns, answered.

I don’t know what my business is really worth.→

An objective read across all seven domains, benchmarked against companies like yours, and what is holding the value down.

A buyer will find problems I don’t know about.→

We find them first and fix them, so diligence confirms the story instead of rewriting it.

The business can’t run without me.→

We build the team, the reporting and the processes a buyer pays for, so the business transfers.

I’m not sure I’m ready to sell.→

You don’t have to be. A business that is ready to sell is also a better business to own.

Recognize these?

Signs it’s time

A sale in one to five yearsTime to build value
No tested valueA number nobody has checked
Owner-dependentEverything runs through you
Numbers that won’t survive diligenceLate, adjusted or never reviewed
A few big customersConcentration a buyer will price in
Succession unsettledFamily, management or a buyer
An offer on the tableKnow what the business is worth, and what a buyer will test, before you answer.

Most owners sell once. Buyers do it for a living.

ExpertiseKnowledgeCapacityExperience
How the work runs

CMG FS does the work on CMG 360™, scoring the business the way a buyer will and tracking the fixes every month. The optional Lite flags it, the Assessment names it, and the Monthly fixes it.

How CMG 360™ works
We turn Random Excellence™ into Deliberate Excellence™.
Random Excellence™ is being world-class at one thing while failing at everything else. We build the plan, the numbers and the discipline so the business performs across all seven domains, by design.
How it works for you

Three steps.

1Start with a conversation

Tell us your timeline and what you want from the exit.

2Get the full picture

The CMG 360™ Assessment shows what a buyer will see, and what to fix first.

3We build the value with you

CMG FS leads the work. When the time comes, our M&A team runs the sale.

Thinking about an exit? Start with a conversation.Pick a time for a 30-minute conversation with Don King, or call 770.364.2201.