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 prepares & narrate for Prospective Investors about how (i.e. process, timelines & return) Prospective Investors will get on Exit from the current round of an Investment in the company/organization.
B. Common Exit plans for prospective investors may include:
- Mergers & Acquisition (M&A).
- IPO
- Buy shares by incoming investors.
- Selling the complete business etc.
C. Prospective investors may be interested to know the Exit Strategy in advance before investment in the company/organization, so that the said Exit Strategy becomes part of their "Investment Term Sheet/Shareholders Investment Agreement" based on that in future they can easily take an 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 the company.
- Initial information is requested regarding:
1. Current round of investment.
2. Category of investment i.e. Equity/Preference, Convertible Not, Debt.
3. Current Capital Structure of the 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 the best industry practice.
The relevant working/assumptions are also shared for better understanding.