Plan, Exit, Sustain
Plan, Exit, Sustain
ESG for Profitable Exit Strategies
As the majority of Canadian business owners age closer to retirement, the number of business exits will rise exponentially. More than three-quarters of Canadian small business owners plan to exit their businesses in the next ten years, representing a shift of $2 trillion in capital. Most SME owners do not have a succession strategy, and approximately half are struggling in both valuation and finding suitable buyers.
Environment, Social, Governance (ESG) metrics have become an expected part of SMEs’ financial reporting and essential in measuring their overall value. However, placing value amount on ESG initiatives is a complicated process, especially for SMEs. Our proprietary AI algorithms are designed for the specific purpose of connecting ESG metrics with business valuation. We enable business owners to effectively communicate their organization’s ESG value to attract premium buyers. Using the ExitMax platform, SMEs are guided through an interactive exit preparation wizard that assists them in building comprehensive exit plans with enhanced business valuation informed by their ESG initiatives.
For SMEs seeking assistance in implementing their ESG and exit plans, our ESG and Exit Planning Advisors help business owners implement and execute a comprehensive ESG program that aligns with their exit objectives. We offer personalized ESG planning, tax credit strategies, reporting plans, and guide business owners through their entire exit process.
ExitMax Advisors Platform
Our platform takes subscribers through an ESG-focused exit preparation and valuation process that includes four basic steps: initial business value assessment, exit readiness assessment, ESG management dashboard, and report creation.
- Initial Business Valuation & ESG Assessment – Our platform creates a complete company profile and collects fragmented ESG data. We connect directly with management system APIs for continuous data collection and AI-guided ESG bulk data structuring. Our innovative data processing methodology allows us to fluidly and transparently report data to match the diverse needs of different reporting frameworks and industry standards.
- Exit Preparation – Our interactive exit preparation wizard takes SMEs through key phases of exit preparation. We provide AI-guided suggestions based on their industry, baseline value, and potential exit options. The business owner defines their valuation goals, timeline and type of exit.
- ESG Dashboard – The ExitMax ESG Dashboard facilitates real-time ESG performance and impact tracking by transparently displaying the company’s ESG metrics. Our ESG dashboard identifies opportunities to improve ESG performance and provide our subscribers with a competitive advantage. It provides SMEs with the opportunity to communicate effectively with stakeholders about their progress on ESG goals with AI-driven insights.
- Exit Readiness Certification – Once our subscriber’s valuation and ESG goals are met, they can receive tan ExitMax Readiness Certificate. This comprehensive report demonstrates the company’s exit readiness and ESG portfolio for buyers and is customized for specific buyer profiles and type of exit strategy.
TEAM
Tom Milligan,
Chief Executive Officer
Mr. Andrew James Tom Milligan is an experienced business leader and entrepreneur who has built and managed multiple insurance-related start-ups leading to highly successful exits in excess of USD750m. His dynamic career includes positions as Managing Director at Goldman Sachs and CEO of Ariel Re Holdings Ltd., an international (re)insurance agency. He is currently a Founding Partner of Beat Capital Partners Ltd., acting as Capital Investor and Manager. His expertise in business planning and management strategies that maximize company value serves as the foundation to ExitMax Advisors’ software-guided consulting services.
