Exit Readiness for Mid-Market Companies

Plan strategically. Attract the right buyers. Protect your value.

Prepare early for a sale or succession to stay exit ready, or any major transaction
Identify risks, streamline systems and processes, and create full transparency
Increase your appeal to potential buyers, investors and private equity by strengthening your value story
Strengthen enterprise value with a clear roadmap and ensure a smooth, well-managed exit process

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Why Exit Readiness?

A proactive and well-structured exit readiness program is essential for protecting enterprise value and preparing the business for exit planning, succession, or any major transaction and anticipate potential questions from buyers. It builds trust with buyers and investors, reduces risk, and ensures a smooth transaction process. Radial supports mid-market companies with a holistic approach that creates transparency and enables deliberate, value-driven actions for a successful exit.

Early Preparation

Starting months in advance gives you time to clean up definitions, improve systems and processes, and support business continuity while preparing for an exit.

Strategic Alignment

A structured approach helps you align your business objectives with market expectations and potential transaction paths, ensuring a coherent value story.

Enhancing Enterprise Value

Clear drivers that boost business value, reduce value leakage, and strengthen equity value make your company more attractive to potential buyers and private equity firms.

Risk Mitigation

A focused assessment identifies gaps early, reduces surprises in the diligence process, and increases buyer confidence.

More Attractive to Buyers

A transparent narrative, reliable metrics, and a stable customer base make your company easier for investors and private equity audiences to evaluate.

Smooth Transaction Execution

Clear structure and planning support a smooth transition, efficient exit planning, and strong collaboration across all stakeholder groups.

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Starting Early for a Successful Exit Readiness

The duration of each project depends on its individual scope and requirements and therefore cannot be generalized. The timeline below serves as an example to illustrate our approach and provide a better understanding of the typical phases. Your specific project schedule will be predefined together during the initial planning stage.

A successful exit strategy begins with clear structure, defined milestones, and early preparation. Our proven process creates transparency and ensures every step aligns with your strategic objectives. While the exact timeline varies depending on the scope and complexity of the transaction, a typical plan looks like this:

Week 0 to 1:

Kickoff, data requests, initial readiness assessment, KPI mapping

Week 1 to 2:

Data preparation, review of financial statements, initial findings

Week 2 to 3:

Detailed work on EBITDA, cash flow, working capital and KPIs

Week 3 to 6:

Drafting the fact book, management presentation, data room planning

Week 6 to 10:

Completion of deliverables, coordination with advisors, Q&A preparation

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Our Exit-Readiness Services for Mid-Market Companies

Our exit readiness approach combines strategic planning, operational improvements, and clear structure to convince buyers and present your company’s value with full transparency. We create a solid foundation for due diligence, negotiations, and a successful closing ensuring your business is fully prepared for the next chapter.

Development of a tailored exit strategy based on your company’s structure, goals, and ownership plans
Assessment of strengths, risks, and quick wins to support exit preparation and minimize value leakage
Creation of a compelling narrative that highlights your business value, equity drivers, and core KPIs.
Preparation of all due-diligence materials, including structured financial, tax, and legal documentation
Hands-on guidance throughout the transaction all the way to a secure, successful handover

Who Exit Readiness Is Designed For

Our exit readiness services are built for shareholders that want to prepare their exit with a clear, results-driven approach whether you’re a family-owned business, a growing mid-market company, or a private equity investor. We support you through every phase of succession and transaction planning, from the initial assessment to a successful closing.

Mid-market business owners preparing for a business exit, succession, or other exit type
Private equity funds and investors preparing portfolio companies for an exit or IPO
CFOs and corporate finance teams seeking transparency in valuation, reporting, and due diligence
Family-owned businesses looking to plan succession early and protect long-term enterprise value
Companies active in the M&A market that require a structured preparation and hands-on execution

Ready to Plan Your Succession?

Whether you’re approaching a potential sale or want to proactively plan your succession, now is the right moment to evaluate your exit readiness. We help you prepare your company professionally, structure all critical processes, and ensure that your transition runs smoothly while clearly highlighting the true value of your business. Review your exit readiness and set up a free consultation

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Efficient Exit Planning Through Data-Driven Execution

Transparency, speed, and precision come from leveraging modern technology. Our digital tools and data models provide a reliable foundation for due diligence, valuation, and reporting.

Reporting and performance management in Power BI, SQL-based modeling, and secure data connections
Microsoft 365 environment with role-based access and full auditability
Data room preparation and document management
Dashboards designed for both management teams and prospective buyers for successful transition

Key Elements of Exit Readiness

A successful sale requires structure, transparency, and strategic preparation. These core elements ensure your company is professionally positioned for an exit while identifying potential risks before they become issues.

Structured preparation: Early planning across all phases of the sale process to ensure smooth execution.
Value enhancement: Focus on strategic levers that systematically increase enterprise value.
Risk mitigation: Assessment of internal and external risks to maintain stability throughout the transaction.
Gap and weakness analysis: Detailed review to identify gaps and define clear, actionable improvements.
Contract and ownership clarity: Ensuring legal transparency and complete documentation of all relevant agreements.
Buyer appeal: Professional presentation of strengths, market position, and growth potential to attract qualified investors and buyers.

Why Radial?

Big Four–level quality combined with the speed and agility of a boutique, built for smooth transition planning
Led by former Big Four professionals, with a bilingual team and a private-equity mindset
Data-driven delivery: scalable dashboards, models, and governance frameworks you can fully own and operate
Proactive communication and clearly defined responsibilities that deliver tangible results every single week

Ready to Prepare Your Exit Strategies?

A successful trade sale starts with the right preparation. If you want to position your company professionally for an exit, we’ll help you to prepare your business, structure the process and stay focused on the outcomes that matter.

Let’s talk about your current situation. Together, we’ll define the best path to present your business as an attractive, well-prepared opportunity for potential buyers.

Get in touch with us today and tell us what you need.

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Frequently Asked Questions

What is exit preparation about?

Exit preparation is a structured assessment that ensures your business is ready for the sale process and that no surprises emerge during due diligence or negotiations.

How is it different from a Vendor Due Diligence (VDD)?

Exit preparation focuses on the narrative, the organization of documentation, and the setup of the data room. Vendor Due Diligence adds a formal, independent, and fully commented report that buyers can rely on. We support sellers throughout the process and can also provide a VDD if needed.

What makes Radial’s approach different?

We focus on value creation, scalability, and transaction readiness, not just documentation.

Which business models do you cover?

We work with a wide range of business models, including machinery and industrial equipment, SaaS, project-based businesses, e-commerce, consumer goods, industrial products, and more. We tailor KPI logic and performance drivers to your specific model.

When should we start the exit process to get exit-ready?

Ideally 8 to 12 weeks before launching the sale process. Starting early helps clean up definitions and build a credible KPI history.

How long does the project take?

Most exit readiness projects run between 4 and 10 weeks, with additional time allocated for Q&A support during the transaction.

What data do you need?

Financial statements, management reporting, transactional booking data, AP/AR aging lists, payroll information, leasing schedules, debt agreements, and key contracts. We provide a detailed data request list upfront.

Can you work with our auditors, tax advisors, or banks?

Yes. We coordinate closely on the storyline, SPA definitions, and milestones, and we manage handovers efficiently.

Can you prepare ESG metrics as well?

Yes. We identify relevant ESG KPIs, document them clearly, and prepare them for lenders or other stakeholders.

Do you prepare management for presentations?

Yes. We help refine the storyline, prepare the presentation materials, and provide coaching. All content is aligned with KPIs and financial metrics.

How do you ensure data security?

We use the Microsoft 365 environment with strict access controls, audit logs, and full traceability. Your data remains under your ownership at all times.

What our customers say

Radial impressively demonstrated its transaction experience, SaaS expertise and technical depth in data warehousing in this joint project. The data model developed in collaboration with Radial played a key role in underpinning the specifics of the business case and making them transparent – an important basis for the successful transaction.

Christoph Demers, Investment Director ECM

The fast and goal-oriented approach throughout the entire project ensured that the desired result was available faster than discussed. The quality of the final product was impressive across the board!

Tim Huntgeburth, Oehm und Rehbein GmbH

Let’s Take the Next Step Together for Your Business Transition

A successful exit requires more than strong financials it demands foresight, structure, and the right advisory expertise. With our experience in corporate finance and a deep understanding of your company’s market positioning, we guide you from the initial analysis through to a successful closing. Let’s shape the path to a smooth transaction and unlock the value that truly reflects the strength of your business.

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