EFT – OUR PURPOSE
Enabling your Future Transition
We excel in exit planning for business owners.
We ensure your transition from ownership is on your terms and timeline.
We minimise stress and we maximise value with our proven approach.
OUR VALUES & HOW WE DELIVER
EFFECTIVE
PARTNER EXPERTS
TRUSTWORTHY
EXPERIENCED
MAXIMISE VALUE
MINIMISE STRESS
EFT – MEET THE TEAM
Enabling your Future Transition
Experienced
eFfective
Trustworthy
Over 100 years of combined experience in the Manufacturing, Distribution and Building Products Sectors. Fully endorsed and supported by our Financial and Partner Experts.
OUR PURPOSE
OUR OBJECTIVES
- to prepare exit strategies that ensure your business is sale ready to maximise value and minimise stress
- deliver value for our clients evidenced through ROI and meeting agreed exit objectives
- focused on SME owner managed or family owned businesses in the 1-5m EBITDA range, operating within manufacturing or distribution
- be the preferred exit partner for our chosen client Groups
- hold complimentary collaboration agreements with experts in M&A Deal Advisory, Liquidity, Taxation and Wealth Management
EXIT ROUTES
DEAL TYPES IN CHANGE OF OWNERSHIP
- Trade Sale – typically a strategic purchase for scale, territory or product extension
- Financial Buyer
Buy and Build, Sector Fund, Sector Agnostic
Private Equity – a short to medium term investment cycle
Family Office – a longer term investment - Management Buy Out/Buy In
- Family Owned transfer to next generation
- Employee Ownership Trust
EFT – OUR APPROACH
Enabling your Future Transition
Understanding your exit objectives
- Real world valuation
- Benchmarking and valuation modeling
- Discovery and diagnostic tool
- Due Diligence SWOT
- Value drivers
- Strategic Premium, growth potential and competitive advantage
- Exit options and buyer categories
- Exit Strategy
EFT – DISCOVERY AND DIAGNOSTIC TOOL
Enabling your Future Transition
Maximising Value
- A deep dive into 5 business critical areas
- A sale ready score indicator and RAG status
- Due diligence SWOT
- A ranked value driver and impact plan
- An implementation plan
- A revised sale ready indicator
- A revised valuation range
EFT – YOUR EXIT STRATEGY
Enabling your Future Transition
Planning and timing is everything
- Your goals and objectives
- Real world valuation
- Due Diligence SWOT
- Strategic position – value driver analysis
- Strategic premium – enhancements
- Exit options and buyer categories
- Strategic and market timing
- Tax and net proceeds calculation
- Recommendations
Sale Ready
- Real World Valuation
- Discovery and Diagnostic Tool
- Due Diligence SWOT
- Value Drivers
- Strategic Position and/or Premium
- Exit Strategy
Sale Ready Plan
- Value Drivers ranked by impact and ability to execute
- Strategic Position and/or Premium
- Revised valuation range
- Project Timeline
Support
- From an expert/s
- Insight, Intelligence and Benchmarking
- Implementation and change plan
- Routines for reporting and review
- Accountability
