Stop Starting Exit Planning 24 Months Before Exit

Published on 9 January 2026 at 14:01

Most private equity exits don’t disappoint because of market timing. They disappoint because exit planning starts far too late.

 

In many funds, exit planning still begins 18–24 months before sale. A banker process. Some KPI clean-up. A refreshed equity story.

That’s not exit planning. That’s exit packaging.

 

Exit planning is not financial — it’s operational

 

Premium valuations are not driven by adjusted EBITDA bridges.

They are driven by:

  • Scalable operating models
  • Predictable cash conversion
  • Repeatable growth engines
  • Institutionalized management teams
  • Low key-person dependency

 

None of this can be built in two years. There is a structural capability gap

Traditional PE deal teams excel at capital structures, valuation and negotiations and running processes

 

They are not designed to:

  • Re-architect operating models
  • Professionalize pricing, supply chains and working capital
  • Build buyer-grade KPI and performance architectures
  • Translate operational reality into a credible equity story

 

That’s not a weakness. It’s a role design mismatchExit planning is an operating discipline

 

The best exits I have seen start early and focus on:

  • Defining the future buyer upfront
  • De-risking that buyer’s investment thesis over multiple years
  • Creating operational proof points instead of promises
  • Preparing management teams to run the business through the exit

 

This requires deep operational experience — not just financial expertise.

Why PE firms need dedicated exit planning capability

 

Leading funds now:

  • Embed exit readiness from day one
  • Build internal operating / value creation teams
  • Use external exit-planning specialists alongside deal teams

 

Because exit planning is not an event. It is a repeatable capability.

Start with the exit — on day one

The real question isn’t:

“How do we prepare for exit in two years?”

It’s:

“What must this business become to command a premium valuation?”

Answer that early enough, and the exit largely takes care of itself.

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