Annually, leading experts come together with innovative providers of digital solutions for accounting, controlling, and bookkeeping to spread their expert knowledge on how businesses can improve their accounting in the future.

In the Exit Readiness panel discussion, Dr. Stefan Sambol was joined by Daniel Garlipp from Carlsquare, Bernd Trautwein from verovis, Torben Hofmayer from Mazars and Marius Schreiber from PitchGuru.

Dr. Stefan Sambol highlights his 3 key learnings from the panel

Which aspects can a seller prepare, in the long term, to positively influence the transaction?

1. Get your data right: High data quality on ERP, CRM, Marketing, Accounting and visualization of key KPIs (financially, commercially and digital).
2. Customer stickiness: High retention rates and high share of book-in revenues (including an outlook on future revenues (KPI based, i.e. CLV perspective).
3. IT scalability and security: As investors are increasingly focusing on the scalability of the technical infrastructure, this is where action is needed! This must be addressed strategically and can be examined as part of an exit readiness program.

At OMMAX, we define exit readiness as a "commercial and digital health check," focusing on best practice catch-up to increase the clarity of a digital equity story and realize a higher multiple on EBITDA.

Value creation and accounting at OMMAX

At OMMAX we cover three pillars related to exit readiness:

1. M&A Advisory (everything related to due diligence, exit readiness in the context of buying or selling processes)
2. Strategywith a focus on "digital" and implementation of digital programs, especially for mid-sized companies
3. In terms of accounting, numbers, data and transaction preparation, we have developed a 100-day program on how to help companies become exit ready. The goal is to maximize the value of the company, which can only be achieved if financial, commercial and digital figures are considered together.