Preparation for Exit

Preparation for Exit

Preparation for Exit

Sell-side transactions have numerous considerations. Managing your financial information, data room, and due diligence processes may drain internal resources and prolong the sale, or worse, result in a sale price that does not meet your goals for the transaction.

CBIZ provides end-to-end guidance customized specifically to the seller’s needs while ensuring all transaction aspects are considered in a comprehensive and exhaustive manner. Our experienced deal team assists with:

Exit Roadmaps

We help you define liquidity objectives, and analyze the market, key KPIs, and other valuation considerations.

Business Value

Our team supports requests from investment bankers and also prepares financial model and pro-forma projections, as well as provides seller due diligence services.

Marketing Documents

We assist in the preparation of the confidential information memorandum (CIM), populate data rooms, and help facilitate site visits.

Management Presentations

Our team provides coaching for presentations and dry-runs and provides coaching on messaging and positioning of key topics.

Transaction Due Diligence

We manage due diligence requests, data room, and document flow, and support the seller in answering the buyer’s questions.

Closing the Deal

To facilitate deal close, we help perform purchase agreement reviews, calculating earn-outs and NWC adjustments,  assist with the transition to the buyer and any other post close issues.


Download our two-pager on Preparation for Exit.

Paul Herman

Senior Director

 267.570.6088