Exit & Succession Planning

How S&L Helps

 

We turn “someday” into a bank- and buyer-ready company. S&L builds a transferable business—systems that run without the owner, a capable bench, clean financials, and a diligence-ready story—so you can exit, step back, or hand off on your terms and at a premium.

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What we do (at a glance)

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• Establish an exit options map (timeline, value targets, MBO/third-party/family/ESOP).

• Baseline valuation drivers: normalized EBITDA, add-backs, multiple risks, working-capital needs.

• Make the company transferable: reduce key-person risk, formalize processes, strengthen the bench.

• Create a clean diligence package: P&L/BS/WC trends, customer concentration, backlog quality, legal & compliance.

• Tighten contracting & financial discipline (terms, AR/DSO, WIP, inventory, capex posture).

• Build leadership incentives (bonuses/phantom equity/LTIP) tied to value creation.

• Prepare a secure data room and management narrative that withstands buyer/bank scrutiny.

• Plan owner role reduction (90-day → 12-month glidepath) and post-transition governance.

 

How we work (kept intentionally high-level)

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• Brief discovery → exit readiness scan → 12–24 month roadmap with value milestones.

• Advisory + hands-on support: we coordinate the workstream with your CPA/attorney/banker.

• Quarterly value reviews (EBITDA, multiple risk, working capital) with visible scorecards.

• Confidential, no-drama execution; clear checkpoints leading to a go-to-market window.

 

Where we work

Greensboro & the Piedmont Triad • Charlotte • Raleigh–Durham • Southeast U.S. • Select nationwide engagements

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Low-risk start:

Schedule a Complimentary 60 Minute Business Discussion & Review

to Confirm Fit and Surface Quick Wins