Planning Your Business Transition
Most business owners spend decades building their companies but only months planning their exit. Without a thoughtful exit strategy, you risk leaving value on the table and facing an uncertain transition that doesn’t align with your business goals or personal goals.
Strategic Exit Preparation
Exit Planning Services
At Cathcap, our CFOs help business owners develop comprehensive exit plans that protect business value and create smooth transitions. From succession planning to preparing for potential buyers, we provide the strategic planning and advisory services needed to execute a successful exit that aligns with your vision.
What we do
CFO Services to Meet Your Needs
Our services are designed to match your business’s needs. Whether you’re a startup or an established company, our Fractional CFOs provide expert financial guidance that helps you make strategic decisions and achieve sustainable growth.
Succession Plan Development
Structure leadership transitions, buy-sell agreements, and management buyouts that ensure business continuity and smooth transitions.
Value Acceleration
Identify and strengthen revenue streams, operational efficiency, and financial performance to increase appeal to potential buyers.
Buyer-Ready Financials
Ensure your financial reporting, business valuation, and documentation meet the standards expected by strategic buyers and private equity.
Transition Structure
Design the right exit strategy for your situation, from family succession and management buyouts to third-party sales.
Exit Planning for Any Situation
Our exit planning services adapt to your situation, whether you’re a small business owner planning succession to the next generation or a SaaS company positioning private equity acquisition.
What Your Cathcap Team Will Look Like
Dedicated To Driving Your Success
Your team or “pod” will consist of a CFO, two controllers, and an analyst.
Long-Term Preparation
Prepare Years Before Your Exit
The most successful exits begin long before you engage a business broker or potential buyer. Our CFOs help you strengthen financial performance, streamline day-to-day operations, and address gaps that could reduce business value during negotiations or due diligence.
Flexible CFO Expertise
Expert Guidance Without Full-Time Commitment
Access experienced exit planning expertise on your timeline. Our fractional CFOs guide you through strategic planning, business valuation, and succession preparation as market conditions and your personal goals evolve.
Ready to empower your financial journey?
Talk to a CFO today! Schedule a consultation to explore how we can provide the strategic financial leadership your business needs-without the full-time commitment.
Let’s start a conversation that transforms your business.
Mon – Fri, 9a – 6p
About Our Services
FAQs
The best time to begin proper exit planning is 3 to 5 years before your intended exit. This timeline allows you to maximize business value, strengthen operations, address weaknesses, and position your company attractively for potential buyers or successors. Even if you’re not planning to exit soon, developing an exit strategy now creates options and leaves your business protected.
Common exit strategies include selling to a strategic buyer, transitioning to family members or the next generation, executing a management buyout with key employees, selling to private equity, or liquidating assets. The right business exit strategy depends on your financial goals, business goals, and market conditions.
Succession planning focuses specifically on transferring leadership and ownership, often to family members or key employees within the business. Exit planning is broader and includes succession planning plus business valuation, financial preparation, tax optimization, and strategies for maximizing your return whether you’re staying involved or leaving entirely.
Yes. Understanding your current business value is essential for setting realistic expectations and identifying areas to improve before your exit. A business valuation reveals what drives value in your company and helps you focus efforts on initiatives that will yield the highest return during your transition.
Absolutely. Many business owners benefit from exit planning services even without a firm timeline. We help you understand your options, prepare your business for a successful transition, and maintain flexibility as your personal goals and market conditions change.
Exit planning connects with many of our specialized services. We provide financial reporting to ensure buyer-ready financials, cash flow consulting to optimize working capital, pricing analysis to strengthen revenue streams, and debt advisory to structure your balance sheet attractively.