Exit Readiness: Master the Process, Maximize the Outcome
Overview
An exit is one of the most pivotal and high-pressure moments in a CFO’s career. Prepare for Exit: Lead the Journey, Protect the Value equips finance leaders to navigate this complex process with clarity, discipline, and strategic influence. Covering every stage—from internal readiness to buyer preparation, deal structuring, and post-transaction execution—the course helps CFOs lead with confidence and protect the business’s true value. Designed for those anticipating an exit or building toward one, it positions finance leaders as essential advisors, negotiators, and stewards of long-term enterprise value.
Learning Objectives:
After completing this course, you will be able to:
- Identify the key stages in the corporate exit lifecycle and the CFO’s responsibilities at each stage.
- Recognize the characteristics and priorities of different buyer types, including trade acquirers and private equity investors.
- Select appropriate deal structures and financing options for different exit scenarios.
- Match internal exit-readiness activities with investor expectations and risk considerations.
- Differentiate between common private equity transaction types and their strategic implications.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Laying the Groundwork for a Successful Exit
Prepare for a high-value exit by aligning business performance and governance with buyer expectations, and leading as the CFO who drives readiness and maximizes value.
Lesson 2: Understanding Buyer Types and Deal Routes
Navigate exit options with confidence by understanding the priorities of trade buyers vs. private equity, tailoring your approach, and guiding your board toward the deal that best fits your strategy.
Lesson 3: Structuring and Leading a High-Value Exit
Lead exit transactions with precision by structuring strong deals, managing due diligence, and guiding stakeholders through a high-stakes process with clarity and control.
Additional Information
CPD Hours: 2
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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