How proactive preparation drives both operational excellence and maximum exit value
Most owners and management teams begin preparing for a sale once they receive a Letter of Intent (LOI). By then, you’re already behind. Critical details get rushed, gaps surface under diligence pressure, value is lost, and in the worst case scenario the deal falls apart. Whether you’re planning for an eventual succession or want to be ready to seize an unexpected offer, one truth remains constant: the businesses that fare best and command a premium don’t wait until diligence begins to get their house in order. They’re always ready.
The “always ready” mindset isn’t just about deal prep, it’s also about building a stronger, more resilient company. By developing and training leadership, creating structure, streamlining processes, ensuring accuracy, and centralizing data, you gain the visibility and discipline that drives better decision-making and day-to-day operational excellence.
Why readiness is the new standard
- Volatility is the norm. Markets shift quickly, and buyers appear when least expected. Being unprepared can mean leaving millions on the table—or missing the window entirely.
- Operational excellence is value creation. A well-run, well-documented business is more competitive in the market and better equipped to capture growth.
- Pitfalls compound silently. Spreadsheets, silos, and compliance gaps don’t seem urgent day to day, but they slow down diligence and undermine buyer confidence when it matters most.
A framework for succession planning & maximizing value
Join Wise Financial Consulting, The Mackey Group, and Midaxo for a session on this modern, structured approach to sell-side readiness—one that moves beyond ad hoc prep and builds lasting value.
The session will cover:
- The 5-phase Succession Planning Framework: assessment, optimization, documentation, buyer targeting, and execution
- Common missteps in sell-side preparation and how to avoid them
- The role of technology in keeping data ‘diligence-ready’ at all times and creating repeatable processes for multiple exits or divestitures
Who’s leading the discussion:
- Ken Wiesenfeld, CEO at Wise Financial Consulting — a specialist in buy- and sell-side advisory and succession planning
- John Mackey, CEO at The Mackey Group — strategic expert and leader experienced in M&A, growth strategies, and transition planning in the Fire Protection and Life Safety (FLS) industry
- Rich Tobin, VP Sales at Midaxo — moderator and longtime advocate for structured, tech-enabled M&A execution
Together, they’ll explore why “always ready” is becoming the new standard, and how businesses can adopt practices that maximize value—whether the exit is next quarter or years away. Register to reserve your spot today.
