Transaction Readiness: Preparing Today to be Your Best Tomorrow
Gradi Ellis Gradi Ellis

Transaction Readiness: Preparing Today to be Your Best Tomorrow

Selling your business can be overwhelming, but preparation is key. Much like prepping a home for sale, businesses need to ensure their financials and future growth plans are in order. In this post, we outline five steps to fast-track transaction readiness, from organizing three years of financials to building a 12–36 month financial plan. Don’t wait until it’s too late—prepare now to maximize value when that buyer comes knocking.

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Positioning Your Company for a Future Transaction: Graham Hunter
Transactions Readiness & Prep Gradi Ellis Transactions Readiness & Prep Gradi Ellis

Positioning Your Company for a Future Transaction: Graham Hunter

Graham Hunter, Principal at Heritage Group, shares key insights on venture capital and preparing for successful capital raises. With experience in healthcare-focused investments, Graham discusses what investors look for, common mistakes entrepreneurs make, and how companies can position themselves for long-term growth and success. From understanding financial projections to building a strong customer base, Graham offers advice for business owners seeking investment capital.

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Positioning Your Company for a Future Transaction
Transactions Readiness & Prep Gradi Ellis Transactions Readiness & Prep Gradi Ellis

Positioning Your Company for a Future Transaction

In this interview, William Seibels, former CFO of Change Healthcare, shares insights into how companies can position themselves for successful capital raises or acquisitions. Drawing from his experience during Change Healthcare’s acquisition by Emdeon, Seibels emphasizes the importance of intentional preparation, strategic goals, and building a solid operational foundation early on. Entrepreneurs considering a liquidity event can learn key strategies to effectively prepare for a future transaction.

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