The ActionPoint Playbook

When an organization enters a liquidity event process, sellers and buyers are at immediate odds with the outcome. Sellers want to optimize value and terms while buyers want the best price with terms that manage risk. Preparing your company years in advance for a process is critical to obtain the best outcome for a seller. The following Playbook provides only some of the areas that are critical to achieving optimum value for company shareholders. Organizations need at least 2 years of historical data in these areas to provide evidence to buyers that risks associated with the transaction are manageable. Properly executing these and other operational aspects of your organization will translate to millions of dollars of value.