Compass Exit Opinion
Unlock Your Company's Full Value
True North Mergers & Acquisitions Compass Exit Opinion™ (CEO) is designed to provide you with essential financial insights, research, and data as you navigate the options and timing of a potential ownership transition.
As a successful entrepreneur, you've spent countless hours building your company. TNMA understands the significance of your life's work and respects it deeply. We view the sale of your company as a life-changing project that requires a professional M&A deal team to manage the process.
When you're ready, our TNMA team will work with you to maximize your company's marketplace value, protect your legacy, and ensure a smooth transition as you and your company strategically move to the next phase of ownership. We are committed to helping you achieve your financial and life goals.
Compass Exit Opinion™: Your Roadmap to Maximum Value
Our Compass Exit Opinion™ is a comprehensive examination of your company's recent financial history and position in the competitive industry. It provides a clear path forward by offering data and professional guidance to help you achieve your desired outcome.
Our analysis uncovers the same data points that sophisticated buyers consider in their acquisition thesis. The CEO delivers a market-based opinion of your company's current value, suggests ways to enhance your company's appeal, and shares research on industry-specific trends and related M&A activity. It also outlines potential deal structures to minimize tax consequences and maximize cash, identifies which assets and liabilities will be included and excluded, and presents scenarios that enable creative financing options.
This approach broadens the pool of potential acquirers, increasing the amount they are willing to pay in our competitive QuietAuction™ bid process.
Maximizing Value
One of the primary objectives of the Compass Exit Opinion™ is to create a roadmap that maximizes the value of your business, whether you want to transition from it in the short term or leave it thriving for future generations of leaders and family members through unique insights.
Our team is dedicated to understanding and meeting your needs, delving into the company's financials thoroughly, and analyzing income statements and balance sheets to determine Adjusted EBITDA, capital expenditure, free cash flow, and net working capital (NWC), among other financial and operational insights. We use this data to perform a "Market Value Price Opinion" or what a buyer might be willing to pay for the company in the current capital markets.
Receiving the highest price for your company is only one piece of a complex M&A puzzle. Negotiating the best terms allows the sale price to generate absolute value since the terms will directly affect the tax consequences and the amount of net cash as part of the proceeds.
Transaction Options, Deal Structure Terms, and Proceeds Analysis
The Compass Exit Opinion™ guides the strategy to find the right buyer to close the transaction and ensure a smooth ownership transition, minimizing disruption to business operations. Our approach is also a crucial strategy for the continuity of the business and the enhancement of its value and legacy by illustrating deal structure options for potential internal and external buyers.
Net After-Taxes (NAT) Proceeds Analysis
We focus on transaction terms that allocate the assets you keep, liabilities you need to assume, and those that are part of the transaction, while considering tax efficiency scenarios. This analysis assists you and your wealth management advisor, a key part of our team, in successfully planning the next steps in your life, ensuring that the financial aspects of the transition are managed effectively and providing you with peace of mind and a clear financial plan for the future.
Frequently Asked Questions
Let our elite team of advisors guide you towards a better solution for your financial future.
Recent Transactions
Medical companies with $10M to $150M in revenue turn to Randy Krivo and the team at True North Mergers & Acquisitions when it is time to sell. Here’s our recent healthcare M&A activity:
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We Take Action
Our professional advisors bring perseverance, problem-solving, and a “get it done” attitude to the table.
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We balance a strong work ethic that brings profitable results to our clients within a culture that celebrates the process.
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At True North Mergers & Acquisitions, we’re a leader to our clients, a leader in the marketplace, and leaders to each other.
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Our Advisors Bring You Expertise, Market Knowledge & Industry Contacts
Meet the people of True North Mergers & Acquisitions — a team of high-caliber advisors and industry experts who will rally for you.
Dan Sundin
Tim, you did a fantastic job from start to finish, explaining the process, exercising patience and good judgment as needed, teaching, and guiding us all the way. I watched in awe as you gave counsel to us as well as the potential buyers – working your magic to create excitement on both sides for the potential we’re realizing today – thank you!
Clay, you impressed from the first meeting – you won me over quickly with your professional demeanor, presence, and ability. Your work ethic was evident as you plowed through our data and reached out to me evenings and weekends, ensuring the numbers and our true financial opportunity unfolded accurately and enticingly to our prospective buyers.
$10M - $150M
TYPICAL TRANSACTION SIZE
30+ M&A
PROFESSIONALS
$4B+
TRANSACTIONS CLOSED
$120M
LARGEST TRANSACTION
300+ Years
COMBINED ADVISORY EXPERIENCE
What Our Clients Say About Partnering With Us
Our advisors’ decades of experience, market knowledge, and industry expertise have proved invaluable to our clients. Here’s what they say about working with the True North Mergers & Acquisitions team.
