Mature companies are expected to optimize performance and reduce risk. Maturity does not imply decline or stagnation - for investor funded companies, maturity means preparing for Exit. A lot of prep-work needs to be done in well in advance.
Financial performance optimization means maximizing:
In the end, company valuation will be based on EBITDA and you need a team to help you maximize it.
UI helps identify ways to increase profitability.
Higher risk means lower valuation at the time of exit, even with high profit margins. Risk exposure presents itself in many ways:
Controlling this risk increases valuation. UI identifies and heps reduce risk exposure.
Functional departments for the following are expected to be in-house:
Legal, HR and Finance may ned to be transitioned in-house depending on business
UI helps you build the in-house finance team.
Due dilgience failures can kill deals. It's worth preparing for due diligence well in advance - in many cases at least a year in advance to allow time to fix issues.
UI helps prepare for due diligence well in advance.
In prep for an exit, your finance team will be critical. There will be many players involved:
UI is your embedded finance team - we'll be there well in advance to prepare you.
While prepping for exit, you're still expected to operate and manage the business with Efficient Capital Management practices , including:
UI helps continue efficient capital management practices.
A team to help you prepare for the exit - embedded in your business every day well before the event to help you prepare and execute.
If you don't have a team, you need one - don't lose the deal because of it. Price begins at $10,000/mo.
Team to handle financial ops & advisor to guide
Maximize profitability and margins
Identify and reduce risk exposure
Prepare for due diligence to avoid losing the deal
Planning, forecasting & reporting
Complete quality of earnings and financial audits