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Exit Readiness

Early preparation is key to driving value, reducing risks and optimising the chances of a successful exit.  At Bruun Strategic Partners, we help you take control of the process, streamline due diligence, and present your financials with clarity to support a smooth and well-executed transition.

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Reduce the Transaction Risk

Avoid surprises late in the process when the buyer conducts financial due diligence. By completing a financial databook or a Vendor Due Diligence (VDD) report, you take control of your narrative and the presentation of your financials. Any complexities identified during the preparation phase can be addressed proactively, helping you manage risks and plan accordingly.

 

Reduce the Burden on Management

The financial due diligence phase can be highly time-consuming. Providing a financial databook or VDD report in advance significantly eases the pressure on your finance team by completing much of the groundwork upfront. This approach not only reduces stress during the process but also frees up your team’s time to focus on business-as-usual activities, value-adding tasks that contribute to the success of the transaction, and efficiently handling additional requests arising during the due diligence phase.

 

How We Can Help

We provide expert support throughout the exit preparation process, including:

• Strategic business planning and addressing key considerations when contemplating a potential exit.

• Preparation of a financial databook, typically including:

  • Financial information for the past three years, presented monthly and annually.

  • A budget or forecast, and current trading, if relevant.

  • Quality of Earnings, Net Working Capital and Net Debt analyses.

  • Detailed analysis of income statement and balance sheet items.

  • Cash flow analysis.

• Preparation of key documents to support the transaction.

• Identification and optimisation of critical due diligence areas.

• Review of Net Working Capital to identify opportunities for optimisation and unlocking value. 

• Review of the financial reporting processes and the quality of financial information to identify potential enhancements.

• Carve-out preparation.

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​Transaction Support

The due diligence phase can be demanding for the seller, often requiring extensive resources from the management team. This phase typically involves a high-pressure timetable with tight deadlines, coordination of multiple workstreams, and communication with various external advisors.

At Bruun Strategic Partners, we provide hands-on support to help companies navigate this process and reduce the burden on management. Our services include:

 

Financial Due Diligence workstream

• Acting as the key contact between the company and the due diligence team, managing the financial due diligence process, information requests, and the coordination of responses.

• Assisting the CFO with the preparation of requested items, such as extracting financial and operational data, preparing financial analyses, and compiling other key information.

• Managing the Virtual Data Room (VDR) by uploading required documents, coordinating responses to information requests, and drafting answers for the Q&A module.

• Managing finance Q&A expert sessions, including preparing answers and actively participating in discussions.

 

Transaction Management 

• Acting as project manager to coordinate all aspects of the transaction, ensuring smooth execution.

• Coordinating with all advisors, including legal, tax, and commercial teams.

• Managing deadlines and deliverables across all workstreams, ensuring key milestones are met.

• Liaising with external advisors and relevant stakeholders to maintain consistent communication and effectively manage complexities.

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We understand that every transaction is unique and demands a tailored approach. By combining deep expertise with hands-on support, we help our clients navigate the complexities of exit preparation and transaction management with confidence. Our focus is on reducing risks, driving value, and ensuring a seamless, efficient process from start to finish. Whether you are planning your exit or navigating the due diligence phase, we are committed to being your trusted partner every step of the way.

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Post-deal Support

Our post-transaction support services are designed to help portfolio companies and their finance teams transition seamlessly into private equity ownership. We work closely with CFOs to establish monthly management reporting and develop efficient reporting tools. We also provide guidance on setting up key policies, including accounting, finance, and authorisation frameworks.

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In addition, we offer support for a variety of projects, including:

• Optimising net working capital (NWC)

• Enhancing management accounting and data quality

• Strengthening forecasting and planning processes

• Setting up KPI reporting

• Assisting with ESG reporting

 

By delivering tailored solutions, we enable businesses to achieve operational excellence and meet post-transaction goals effectively.