Exit Preparation
Package the story, the numbers, and the upside so buyers move fast and with confidence. Our exit preparation turns your financials, KPIs, and data room into a buyer ready package that protects valuation and timelines.
Why exit preparation
- Fewer surprises and re-trades during buyer diligence
- Clear EBITDA, working capital, and net debt story that supports valuation
- Ready data room and aligned definitions that accelerate process speed
- Stronger buyer confidence through consistent KPIs and evidence
- Day 1 ready reporting blueprint for a clean handover
What we deliver
- Exit readiness assessment with priorities and timeline
- KPI suite and glossary with buyer ready definitions
- Normalized EBITDA bridge and recurring monthly pack
- Working capital analysis with normalization, seasonality, and target
- Net debt and debt-like items schedule with supporting evidence
- Accounting policy review and unusual item diagnostics
- Forecast and scenarios aligned to the equity story
- Management presentation storyline and coaching
- Fact book and vendor assistance analyses
- SPA inputs for definitions, thresholds, and mechanics
- Data room index, population plan, and file QA
- ESG metric alignment and lender grade disclosures
- Power BI dashboards for management and buyers
- Q&A playbook and process tracker
Our process and timeline
A project timeline for a typical project looks like the following:
- Week 0 to 1: Kickoff, data request, exit readiness scan, KPI map
- Week 1 to 2: Data ingestion, diagnostic dashboards, early red flags
- Week 2 to 3: Deep dives on EBITDA, working capital, net debt, and KPIs
- Week 3 to 6: Draft fact book, management presentation, data room plan
- Week 6 to 10: Finalize packs, align with advisors, Q&A preparation
The actual length depends on the scope and complexity of the transaction.
Tech enabled delivery
- Power BI reporting and controlling, SQL data modeling, and secure connectors
- Microsoft 365 stack with role based access and audit trail
- Virtual data room readiness and governance
- Reusable dashboards that management and buyers can rely on
Who we serve
- Founder led or Private Equity backed businesses preparing for a full or partial exit
- Mid cap investor-backed companies with revenue of about EUR 10 to 250 million
- Management teams seeking a credible vendor QoE, clean KPI definitions, and faster buyer diligence
- Germany and the United States with bilingual delivery
Case snapshot
Automated price-volume analysis in Power BI for small cap asset
Implementation of a highly automated price-volume analysis for a PE–backed manufacturer of digital radiography and imaging sector solutions as part of the exit process.
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!
Why Radial
- Big Four level rigor with boutique speed and attention
- Ex Big 4 leadership, bilingual team, and PE native ways of working
- Data first delivery with dashboards, models, and governance you can run
- Proactive communication, clear ownership, and weekly deliverables
Frequently Asked Questions
Exit preparation focuses on story, definitions, data room, and decision materials. Vendor Due Diligence adds a formal third party report buyers may rely on. We deliver vendor assistance and can coordinate VDD if required.
Manufacturing, subscription (SaaS), project business, E-Commerce, consumer goods, industrial goods and more. We tailor driver trees and KPI logic to your business.
Yes. We align on storyline, SPA definitions, and milestones, and we manage handovers efficiently.
Yes. We design the storyline, build the pack, and coach presenters. We align content with the KPI and financial fact base.
Yes. We define material metrics, set up data capture, and produce lender grade reporting.
We work within your Microsoft 365 tenant, set role based access, and maintain an audit trail. Data stays under your control.
