Services for Your Veterinary Business
Personalized exit planning and M&A guidance to help you prepare for and navigate your next chapter.
Prepare Today for the Transition Ahead
A successful business transition starts with understanding where you are today and where you want to go. We work with owners to define their goals, assess business readiness, and develop a strategic plan for the transition.
Exit Planning
Exit planning brings your personal, financial, and business objectives into the transition strategy. We help you prepare for the decisions ahead and coordinate the professionals involved in your plan.
Build a Plan Around Your Goals
Our exit planning services include:
Define Goals
Establish the personal, financial, and business objectives that will shape the transition.
Assess Business Readiness for Exit
Evaluate the business and identify areas that may need attention before a transition.
Create Strategic Exit Plans
Develop a structured plan aligned with your goals and desired direction.
Develop Value-Enhancing Strategies
Identify strategies designed to strengthen the business before a potential transition.
Coordinate With Other Professionals
Help bring together the professionals who support different aspects of the exit plan.
Coordinate the Right Professional Support
Depending on your needs, an exit planning team may include:
Accountants
Lawyers
Financial Planners
Business Brokers
We help coordinate these professionals as part of the broader exit planning process, keeping the focus on your personal, financial, and business objectives.
When You Are Ready to Move Forward
Once your goals and transition strategy are established, M&A advising can provide support through the transaction itself.
The Quarterback Exit Planning Team
(often a Certified Exit Planning Advisor or CEPA) is the 5th distinct entity. Their sole job is to manage, align, and direct the other four specialists so everyone works toward the same timeline and goal.
M&A Advising
When you are ready to pursue a merger, acquisition, or sale, we provide guidance throughout the transaction process. Our support covers preparation, targeted outreach, negotiations, due diligence, and transition planning.
Prepare the Business for the Market
We help organize the information and materials needed to present the business to potential buyers.
Our M&A advising services include:
Valuation
Prepare Digital Data Room
Create Business Profile
Create Confidential Information Memorandum (CIM)
Manage the Transaction Process
As discussions progress, we help manage important stages of the transaction:
Manage LOI Process
Negotiate and Review Offers
Manage Due Diligence
Advise and Assist With Contracts
Connect With Potential Buyers
Targeted outreach helps put the business in front of potential buyers who may be appropriate for the opportunity.
Market Business With Targeted Outreach
Facilitate Buyer Meetings
Support the Transition Beyond Closing
The transaction is not the only consideration. We also assist with developing a transition plan and provide post-sale consulting.
Assist With Transition Plan
Post-Sale Consulting
From Planning to Completion
Whether you are preparing years ahead or actively considering a transaction, our services are designed to provide guidance appropriate to your stage in the process.
We work with you to understand your objectives, organize the necessary steps, and coordinate support throughout your transition.