Preparing for Success

Last session, we walked through the M&A process and saw what a typical exit actually looks like.

Now it’s time to zoom in on what you can do right now to get yourself and your business truly ready.

This session is all about setting yourself up for a strong, smooth, and successful outcome. That means tightening up operations, getting aligned, and starting to document what matters.

1. Draft Your ExitDNA Strategic Memo 🔗 ExitDNA Strategic Memo
   • This is a big one.
   • The Strategic Memo becomes your north star, a living document that keeps your team, stakeholders, and even future buyers aligned with where you’re going and what a great outcome looks like.
   • It’s not a one-and-done file. It evolves as you do.
   • Start with a rough draft, then refine as your strategy becomes clearer.
2. Internal Review: Where Are Your Issues? 🔗 Due Diligence Lists

   • Use this moment to zoom out and get real about what still needs attention.

   • Start with what you already know:

     • Where are the weak points?

     • What would a buyer flag immediately?

     • What’s been ignored or delayed?

   • Then, use the Due Diligence Lists to guide your review:

     • Ask yourself:

       • What needs to be cleaned up?

       • Are our financials clear and trustworthy?

       • Are roles and KPIs documented?

       • Are relationships (partners, contractors, etc.) formalized?