Transaction Advisory - Exit Readiness Header Video
Transaction advisory

Exit readiness

Assessing commercial, digital and tech readiness and implementing key value creation initiatives prior to sales process initiation leads to a more compelling equity story and enterprise value maximization for successful exits.

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Exit Readiness

Maximize value along commercial, digital and tech excellence

In today's market, buyers increasingly focus on comprehensive business capabilities and growth potential. Our exit readiness service has a broad spectrum, covering commercial, digital, and tech aspects to ensure your company presents a compelling profile that attracts premium valuations. 

We serve both founder-led teams preparing for exit and PE-backed portfolio companies, helping implement immediate commercial, digital, and tech quick wins, maximize EBITDA growth, and develop powerful exit readiness stories through our unique combination of top-tier strategy expertise and implementation capabilities. By investing in our exit readiness service, companies can present more attractive value propositions across all business dimensions, command higher valuations based on demonstrated capabilities, reduce valuation discount risks, accelerate exit processes, and strengthen negotiating positions with multiple interested buyers.

Our process

Exit readiness process for enterprise value creation

01

Initial assessment

We conduct comprehensive evaluation of your company's current commercial, digital and tech capabilities, identifying strengths and improvement areas to establish baseline for value creation initiatives.

02

Opportunity Identification

We identify specific initiatives that can enhance company value within available timeframes, prioritizing high-impact opportunities that demonstrate growth potential to buyers.

03

Implementation support

We assist in implementing high-impact initiatives that demonstrate growth potential and further drive excellence, ensuring measurable improvements before the exit.

04

Documentation preparation

We develop comprehensive documentation showcasing your company's commercial, digital and tech capabilities and growth potential, creating compelling materials that support premium valuations.

05

Narrative development

We create compelling equity stories that resonate with potential buyers and support premium valuations, positioning your company as an attractive investment opportunity.

equity story design

We help you build a compelling narrative backed by data and strategy

01

Narrative strategy

We define the core investment thesis, storyline architecture, and supporting story pillars, aligned to your value drivers, business model, and buyer expectations to create compelling investment narratives.

02

Market sizing and positioning

We quantify the opportunity through credible market models and competitive positioning frameworks that justify growth potential and support premium valuation arguments with buyers.

03

Key proof point development

We identify and articulate performance signals - KPI trends, unit economics, customer data, and benchmarks - that build confidence and defend valuation during buyer discussions.

04

Stakeholder alignment workshops

We align management, investors, and advisors around a unified narrative and key messaging before you go to market, ensuring consistent communication across all touchpoints.

05

Messaging preparation for VDD

We ensure consistency across deliverables (factbooks, data rooms, presentations, and more) with messaging that supports valuation and withstands due diligence scrutiny.

Impact

Our exit readiness service in numbers

500+ M&A Deals
€20B+ total deal value
3,000+ value creation projects
200+ PEs served
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Case study

Unlocking growth and value through digital transaction advisory

Distrelec is a leading online product and service provider to maintenance professionals. Founded over 45 years ago in Switzerland, Distrelec focuses on technical components, automation and measurement technology. They are represented by subsidiaries in more than 15 countries and supply our customers throughout Europe quickly and reliably.

OMMAX assessed Distrelec's digital and commercial readiness and implementing key (digital) value creation initiatives prior to the initiation of the sales process leads to a more compelling equity story and enterprise value maximization.

AURELIUS was very content with the prolonged and comprehensive support that OMMAX delivered around the sale of Distrelec. The work of the digital exit readiness provided excellent preparation, which culminated in a compelling equity story in the Vendor Due Diligence report.

Stephan Rahmede VP, Aurelius Group
Why OMMAX

Your go-to exit readiness partner

01

Proven track record

With over 300 deals and more than €20B in deal value, we understand what buyers look for and how to position companies for maximum valuation through digital readiness initiatives.

02

Implementation expertise

Our team combines strategy consulting with hands-on commercial, digital and tech implementation capabilities, ensuring quick wins are delivered effectively within tight pre-exit timelines.

03

Compelling equity story design

We excel at translating improvements potentials into compelling equity stories that resonate with buyers, demonstrating clear growth potential along key excellence dimensions.

04

End-to-end support

From initial assessment through narrative development, quick-win implementation and documentation preparation, we provide comprehensive support throughout your entire exit readiness journey.

Get in touch

Speak with our exit readiness experts!

Dr. Stefan Sambol

Founding Partner

Isabella Calderon Hoyos

Partner Transaction Advisory & Strategy

Sinan Erhan

Partner Transaction Advisory & Strategy

Konstantin Kugler

Partner Transaction Advisory & Strategy

Frequently asked questions

Everything you need to know about exit readiness

Exit readiness is the process of assessing and enhancing your company's commercial, digital and tech capabilities before entering the market. You should start 12-18 months before your planned exit to allow sufficient time for implementing value-creating initiatives and developing compelling equity stories to maximize enterprise value.

Companies with high commercial, digital and tech excellence typically command premium valuations. Our service helps demonstrate growth potential, operational efficiency, and market readiness to buyers, reduce valuation discounts and strengthen your negotiating position through measurable improvements.

Quick wins span three key areas: commercial improvements include optimizing pricing strategies, enhancing customer acquisition models, strengthening sales partnerships, and implementing customer retention measures. Digital enhancements cover Google search and LLM visibility optimization, improving channel performance, and website conversion rates. Tech upgrades involve implementing analytics infrastructure, enhancing data systems with efficiency & performance improvements, and demonstrating scalable technical processes and TOM, that show immediate impact on key performance metrics and operational efficiency. 

The process typically takes 6-12 months depending on your current maturity and improvement scope. We work within your exit timeline, prioritizing high-impact initiatives that can be completed before market entry while building compelling equity narratives.

You'll receive a comprehensive readiness assessment, prioritized improvement roadmap, implementation support for key initiatives, detailed documentation of capabilities along excellence dimensions, compelling equity story materials, and ongoing support throughout your exit process.

Equity story design is the strategic development of compelling investment narratives that articulate your company's value drivers, growth potential, and competitive advantages. It's critical because buyers need clear, data-backed stories that justify premium valuations. Our approach combines strategic messaging with performance proof points, market positioning, and stakeholder alignment to create narratives that resonate with buyers and withstand due diligence scrutiny.