PRIVATE CAPITAL – SME EXITS

Exiting a business is one of the most significant decisions an owner can make. Helical provides independent, strategic advice to help owners unlock value, preserve legacy, transition with confidence and achieve life objectives

• Exit strategy planning
• Assess readiness: financial and operational strength, govenance, legal and tax
• Identify optimal exit options: full sale, partial exit, management buy-out (MBO), private equity investment, generational transfer, or IPO
• Value enhancement
• Strengthen valuation drivers: profitability, growth prospects, recurring revenue, key-person risk mitigation
• Enhance ESG and impact credentials to appeal to appropriate investors
• Deal structuring
• Design deal structures aligned with founder needs: earn-outs, staged exits, rollover equity, etc.
• Manage the transaction process: data room, buyer/investor engagement, negotiation support together with legal, tax and regulatory specialists
• Wealth planning on exit