Advising For Investor Exit Strategy
A. Preparation of Investor Exit Strategy means a process of formulation of Future Exit Strategy for Prospective Investors wherein a detailed road map needs to be prepared and narrate for Prospective Investors about how (i.e. process, timelines & return) Prospective Investors will get on Exit from current round of an Investment in Company/Organization.
B. Common Exit Plans for Prospective Investors may include:
- Mergers & Acquisition (M&A).
- IPO.
- Buy Shares by Incoming Investors.
- Buy-Back of Shares by Company/Organization and
- Selling the Complete Business etc.
C. Prospective Investors may be interested to know Exit Strategy in advance before Investment in the Company / Organization, so that the said Exit Strategy become part of their ‘Investment Term Sheet / Shareholders Investment Agreement’ & based on that in future they can easily do Exit from the Investments.
Our Scope of Services:
- Assigning an expert having an experience of over 21+years for Advisory Services in Investor Exit Strategy.
- In detail discussion with the Founders/Business Owners to understand the complete framework of organization.
- Initial information requested regarding;
1. Current Round of Investments.
2. Category of Investment i.e. Equity / Preference, Convertible Note, Debt.
3. Current Capital Structure of Company.
4. If any Term Sheet was signed in the previous round of Investment.
5. Projected Financial Statement & Business Plan etc.
- Upon receipt of the information an Exit Strategy is being drafted keeping in mind all the points as discussed with the Founders/Business Owners together with best industry practice.
The relevant working/assumptions are also shared for better understanding.
- Once approved the final Exit Strategy plan is delivered.