Exit Planning

Our exit planning process shares a number of elements with strategic planning — the key difference is the importance of the time frame to exit. During exit planning, we work with clients between 12 and 18 months before the company goes to market. Our work focuses on clarifying and tightening the strategies and tactics that will drive value through the exit and also constitute the basis of the growth story for the next buyer.

Given proximity to the exit event, the level of investment made in this period may vary depending on the company’s particular situation. We have a strong record of value creation derived from working with management teams prior to the exit process and are happy to share this record with qualified prospects.


We’ve worked with Eddie on strategic planning and preparing our company for sale. During these projects, he solicited input from key stakeholders that ensured everyone’s views were represented.  He then delivered actionable plans that were reasonable to execute against. Eddie’s strategic thought leadership, marketing excellence and focus on both HSI’s needs and the needs of our customers helped us develop a roadmap for success.  Simply put, Eddie gets it. He gets our business. He gets our customers. He gets it done. What we got were great results.”

— Bill Clendenen
Chief Executive Officer
Health & Safety Institute

Realized a successful exit in August 2012
Seller: The Riverside Company
Acquirer: DW Healthcare Partners

Former Independent Director
Realized a successful exit in May 2015
Seller:  DW Healthcare Partners
Acquirer:  The Riverside Company