Business Acquisition Assessment - Exit Advisory Group

Business Acquisition Assessment - Exit Advisory Group

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Business Acquisition Assessment

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The best time to consider your business exit plan is before you start a new venture. As such, do you and your fellow stakeholders in the business have a documented exit plan that defines:
- the current state of play for your current business;
- what the ideal or future state of the company should look like;
- specific reasons why you want to grow to that future state (other than just to make more money); and
- your potential exit options and preferences?
Rate between 1-6 with the following description: 1 = Unsure or have not considered these items 6 = We have a documented plan that covers all these items*
- 1
- 2
- 3
- 4
- 5
- 6

What experience do you and your fellow stakeholders have with business acquisitions?*
- 1 = Unsure
- 2 = None of our stakeholders have done a business acquisition before
- 3 = None of our stakeholders have done acquisitions before, but we have a close friend or associate that is an expert (having done many transactions themselves), and is providing general advice
- 4 = At least one of our stakeholders has done an acquisition in the past
- 5 = Between all of our stakeholders there has been a number of acquisitions done in the past
- 6 = I have personally been involved in a number of acquisitions in the past, and am very confident in managing the process
- 7 = The current business we operate has already successfully completed a number of acquisitions in the past, and looking to build on that experience

At what stage of the acquisition process can you most relate to?*
- 1 = It is an idea that I am interested in, and am wanting to learn more
- 2 = I have been considering this as an option for some time, and have done some general research
- 3 = I am committed to this as part of our growth strategy, but have not completed my analysis or created a formal plan for engagement
- 4 = We have a broad plan, and want to look at opportunities
- 5 = We have a detailed plan of what we want to achieve, and starting to investigate a few potential acquisition targets, but we have not engaged any prospects yet
- 6 = We have a specific company in mind that we were already familiar with, and need to work out our approach, and how to manage the process
- 7 = We have been approached by another industry participant who was interested in selling to us, and I need work out if this is a viable acquisition for us, and how to manage the process
- 8 = We are already engaged in discussions with a prospective acquisition target
Did you approach them, or did they approach you?*
- We approached them to ask if they were interested in selling
- They approached us to ask if we were interested in buying
How confident are you that you understand what the business is really worth?*
- Unsure
- Reasonably confident
- Somewhat confident
- Quite confident
- Very confident
Are you confident you have the right team in place to protect you from the varied risks in a transaction, and ensure the deal goes through smoothly?*
- Unsure/No
- Possibly
- Yes, we’re confident

Have you and your fellow stakeholders agreed on what you would like to achieve from a business acquisition?*
Select only the options that are relevant to you, with a MAXIMUM OF 3
- 1 = ACQUIRING MARKET SHARE – so we can grow sales of existing products/services
- 2 = PRODUCT DIVERSIFICATION – purchasing a complimentary business that will allow us to offer new products/services
- 3 = GEOGRAPHIC DIVERSIFICATION – purchasing a business that will allow us to sell into new geographic areas
- 4 = MODEL DIVERSIFICATION – purchasing a business that has a different revenue model (such as recurring revenues), that will help us restructure our business and become more profitable
- 5 = SYSTEMS & IP – purchasing a business that has specific IP or systems that will give us a competitive edge that we don’t currently enjoy
- 6 = PEOPLE – purchasing a complimentary business that will give us the specialist people required to take our business to the next level
- 7 = Unsure

Have you completed a detailed analysis of your market to map the prospective opportunities?*
This includes all the different types of strategic acquisitions, their size, characteristics, market position, and potential valuations
- 1 = Unsure
- 2 = We are already aware of a few companies
- 3 = We’ve undertaken some basic research
- 4 = We’ve undertaken some broad research and have a good list of companies, but lack some of the detailed data
- 5 = We have undertaken detailed analysis of the market, and mapped out all of the criteria mentioned

Which of the following advisors is a part of your deal team? (Tick all that apply)*
These are professionals who you have engaged to help you through an acquisition process, are aware of your strategic priorities and are ready to assist as, and when you need them
- Select All
- 1 = Business Broker or Transaction Advisor
- 2 = Lawyer (with specific expertise in business acquisitions)
- 3 = Accountant (with specific expertise in business acquisitions)
- 4 = Financier (with specific expertise in business acquisitions)
- 5 = Insurance Specialist
- 6 = Integration/Transition Advisor

Which of the following scenarios is most relevant to you, when considering your budget for a potential acquisition?*
- 1 = We are unsure
- 2 = We have considered the appropriate size of any potential acquisition, and have estimated what we can invest
- 3 = We have done detailed analysis of our financial position, including revenue, margins, profitability, and cashflow to determine the appropriate size of any acquisition target

Which of the following scenarios is most relevant to you, when considering how you will fund a potential acquisition?*
- 1 = We are unsure how much we can invest
- 2 = We have considered the appropriate size of any potential acquisition, and confident that we can access funding
- 3 = We have engaged financiers to understand how much we can borrow, and under what terms
- 4 = We have a solid Balance Sheet, and will likely fund this acquisition directly
- 5 = We have done detailed analysis of our financial position, and our funding options to optimise our use of debt and equity in any potential acquisition

Which of the following options is most relevant to you, when considering the post-transaction integration of the new business?*
- 1 = I don’t really know much about integrations
- 2 = We have not considered any integration plans
- 3 = We have considered a high-level plan to integrate any acquired business
- 4 = We have a documented plan for business integrations, with specific timeline and milestones
- 5 = We have a documented plan and assigned key people to be responsible for managing the process. Everyone is well briefed on the process, and ready to go

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