Exit Planning

Since 1976, Capital Alliance Corporation has acted as a trusted advisor to founder-led companies in completing successful sale transactions. Decades of deal experience give our private investment banking team the insight to help our clients take concrete steps to maximize the attractiveness and value of their companies. Our goal is to help a founder to present a compelling opportunity to both financial and strategic buyers.

CAC offers consulting services to founders looking for an objective assessment of accounting systems and reporting, organizational dynamics, business development practices, marketing, and customer management from the point of view of an acquirer. Our consultation process is performed by CAC professionals with both operating and deal experience.

We apply our understanding of how a potential buyer will see your company to help you to develop a plan for addressing issues and accentuating the most attractive aspects of an enterprise.

Specific work products offered in a CAC consultation include:

• Market and competitor research, including enterprise valuation trends
• Organizational reviews
• Identification of industry peer best practices
• Improvement target planning

No-cost initial consultations are available via teleconference to prospective clients.