Exit Readiness

We help portfolio companies prepare for a successful exit by optimizing IT systems, documenting key assets, and mitigating risks—boosting buyer confidence, streamlining diligence, and enhancing valuation.

Value Drivers

Buyer Confidence

Well-documented, secure, and scalable IT systems instill buyer trust and accelerate deal velocity.

Risk Mitigation

Proactively address gaps and red flags to minimize surprises during diligence.

Strategic Vision

 Demonstrate how IT supports business growth and is ready for buyer integration or scale.

Valuation Support

A mature IT environment reduces perceived risk, supports integration planning, and contributes to stronger valuation outcomes.

Key Areas of Focus

1. Positioning for Investment Thesis
  • Align IT story with buyer growth strategy and future-state use cases.
  • Tailor documentation for standalone, platform, or bolt-on exit scenarios.
2. Strategic IT Alignment
  • Clearly show how IT enables business priorities, innovation, and growth.
  • Highlight strategic initiatives powered by technology (e.g., automation, customer platforms, analytics).
  • Frame pending investments as future growth enablers.
3. IT Organization & Spend Transparency
  • Present a clear view of IT leadership, structure, and resource allocation.
  • Document key third-party vendor relationships and roles.
  • Benchmark IT spend to validate efficiency and preempt buyer scrutiny on cost. 
4. Applications Landscape
  • Provide a clear map of business-critical applications and their supported processes.
  • Demonstrate application stability, scalability, and business fit.
  • Proactively identify any legacy risks or transition dependencies and outline mitigation plans.
5. IT Infrastructure Readiness
  • Showcase infrastructure scalability, security, and cloud maturity.
  • Document architecture components clearly to accelerate buyer understanding.
  • Flag known limitations with mitigation strategies to reduce buyer.
6. Cybersecurity Posture
  • Present clear policies, practices, governance, and tooling.
  • Demonstrate compliance and recent audit results.
7. Proprietary Software Value
  • Highlight the strength, scalability, and differentiation of custom-built software.
  • Confirm code quality, documentation status, and development best practices.
  • Proactively confirm IP ownership and licensing compliance.
8. Integration Readiness & Synergies
  • Outline readiness for integration across buyer scenarios.
  • Package IT materials to streamline buyer diligence.

ValueBridge

Our Exit Readiness assessments package the IT narrative, mitigate risks, and position the company for a smoother diligence process and stronger valuation—providing buyer confidence.

ValueBridge

Our Exit Readiness assessments package the IT narrative, mitigate risks, and position the company for a smoother diligence process and stronger valuation—providing buyer confidence

Ready to Turn Strategy Into Execution?

Connect with us to accelerate value realization in the first 100 days and beyond—with a partner who understands the urgency and complexity of Private Equity.