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How We Support Owners

Exiting a business is rarely linear, and no two paths look the same.

Chapter 6 outlines how owners are supported throughout the process of selling a business, including before, during, and after a transaction. It explains how owners should think through decisions, coordinate with bankers and attorneys, and stay focused on outcomes that reflect both financial and personal goals.

Core Lessons

  • Supporting Better Decisions: Where we help owners slow down, ask better questions, and evaluate tradeoffs.
  • Staying Aligned: How we help ensure the company sale process remains centered on your objectives, not just momentum.
  • Our Role in the Process: How we serve as an advocate and guide, not a replacement for bankers or legal counsel.

Scope of Support Disclosure: The support and advocacy described in Chapter 6 of ExitRight are provided as educational and process-management thoughts through the author’s Outside Business Activity. CV Securities LLC is a referral-only broker-dealer and does not provide investment advice, fairness opinions, or transactions execution services. Our “support” is designed to help educate business owners on the M&A process landscape and does not replace the functions of engaging with specialized investment banks, transaction counsel and tax counsel or accountants.   

Chapter Objectives

  • 01 Understand how we support owners throughout an exit
  • 02 Clarify how our process fits alongside other advisors
  • 03 Keep decisions aligned with long-term goals

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Sample Adjusted EBITDA

Excel file showing the build from revenue to net income to EBITDA and then removing non-recurring expenses or expenses that wouldn't continue under different company ownership to arrive at Adjusted EBITDA.

Sample Buyer's List

Excel file showing an example buyer's list with sample contacts. Remove those names and begin using this as a repository for unsolicited inbound interest in your company.

Sample CIM 01

Sample CIM taken from public sources. Originally from 2006, this CIM hits on all the major aspects you'd see in a book today.

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If you’d like help thinking through your options or navigating what comes next, our team would be honored to provide educational support.

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