Liquidity planning provides a strategic roadmap and set of specific recommendations for a business owner to proactively define, evaluate, choose and optimize the most suitable options with the ultimate goal of maximizing exit value.
The lack of an exit strategy is a serious mistake made by many owners of privately-held businesses. Creating a liquidity plan to guide your company’s development with an exit strategy in mind, is as important to the long term success of your company as product or channels planning, and can make the difference in whether your company is valued strategically or just based on average multiples of earnings.
Your liquidity plan will consider both internal and external factors, such as:
- Capital market evaluation
- Brand recognition and image
- Organization structure
- Sales and marketing
- Operational scalability
- Competitive positioning and differentiation
- Business climate
- M&A activity
- Industry dynamics
And delivers recommendations on:
- Company Positioning – Where to focus and why
- Key metrics
If your liquidity plan indicates that you need advice from other service providers, such as accountants, attorneys or wealth managers, we will make appropriate introductions to the trusted members of Mirus’ network.