Finance · Automation · Advanced package
Exit & succession planning
Valuation readiness, buyer-ready financials, documentation and systemisation to prepare your business for sale or succession.
A guided session with our team.
Video demo coming soon
How it works
- 1Exit readiness assessment across financials, ops and legal
- 2Historical financials cleaned and normalised for buyer review
- 3Data room prepared for due diligence
What you receive
- Exit readiness assessment report
- Valuation model (DCF + multiples)
- Normalised 3-year financials
- Information memorandum
Tools and connections
6 tools listed for this solutionWorks around the tools you already use
Your tools
- Tally
- SAP
Zoho- Excel
Google Drive- SharePoint
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 6 steps
- 01Exit readiness assessment across financials, ops and legal
- 02Valuation modelled (DCF + comparable transactions)
- 03Historical financials cleaned and normalised for buyer review
- 04Information memorandum drafted
- 05Key-person risk map and succession plan built
- 06Data room prepared for due diligence
Everything included · 6 deliverables
- Exit readiness assessment report
- Valuation model (DCF + multiples)
- Normalised 3-year financials
- Information memorandum
- Succession plan document
- Due diligence data room
What we’ll need from you
- Exit readiness assessment across financials, ops and legal
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Advanced · price shared on enquiry
- Tentative build time
- 5–8 weeks, confirmed after your demo
- Maintenance & support
- WhatsApp + Slack within 2h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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