Exit Strategy Planner
PROBuild acquisition or IPO readiness roadmaps for private companies. Plan M&A exits, IPO preparation, dual-track strategies, valuation modeling, and due diligence with expert frameworks.
Example Usage
“My SaaS company has $8M ARR with 40% YoY growth. We’ve been approached by 2 strategic buyers but our financial controls are weak (monthly close takes 3 weeks, no formal audit). Build a 90-day M&A readiness roadmap with the highest-impact improvements organized by week, team responsibilities, and risk areas.”
How to Use This Skill
Copy the skill using the button above
Paste into your AI assistant (Claude, ChatGPT, etc.)
Fill in your inputs below (optional) and copy to include with your prompt
Send and start chatting with your AI
Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| Exit path: m_and_a, ipo, secondary_buyout, or dual_track | dual_track | |
| Timeline to target exit in months | 18 | |
| Baseline readiness 0-100 (0-30=high gaps, 30-60=moderate, 60-100=strong) | 40 | |
| Current annual revenue in millions | 5 | |
| Business model: saas, software, services, ecommerce, marketplace, hardware | saas | |
| Target buyer: strategic, pe_firm, public_acquirer, or founder_sale | strategic |
Research Sources
This skill was built using research from these authoritative sources:
- PWC Roadmap to IPO Three-phase IPO framework covering preparation, execution, and post-IPO transition
- Carta Business Exit Strategies Guide M&A, IPO, secondary buyouts, and liquidation with preparation steps
- Deloitte M&A Integration Plan Battle-tested M&A integration playbook with readiness checkpoints
- CrossCountry Exit-Readiness Assessment Comprehensive exit-readiness framework for M&A, IPO, and dual-track
- M&A Source Acquisition Readiness Checklist 12-point checklist covering capital commitment, valuation, and integration
- BPM IPO Readiness Process 7 steps of IPO readiness covering financial reporting and controls
- JetSoft Pro IPO Preparation Guide 7-step IPO process for tech startups including S-1 filing
- Allegrow Business Valuation Guide Valuation methods: DCF, comparable company, and asset-based approaches
- Ansarada Exit Strategies Comparison Comparison of M&A, IPOs, secondary buyouts with trade-offs analysis
- RSM IPO Readiness Checklist 8 critical areas for IPO including SOX compliance and governance