VFD Pro Grow & Exit Connection

‘Grow & Exit’: What’s Included?

The Grow and Exit connection equips you with a full suite of financial reports and models to support growth, valuation, and exit readiness. Designed for businesses aiming to maximise value and for advisors offering part-time or virtual finance director (or CFO) services, this connection type leverages VFD Pro’s Exit Value Accelerator (EVA) tools to guide companies in becoming “Exit Ready.”

Why Exit Readiness Matters

Statistically, many businesses struggle to realise value upon exit:

• 90% of businesses are wound up without ever going to market.
• Only 20% of those marketed actually sell.
• Of those that sell, only 5% achieve the anticipated exit value.

Advanced Planning is Essential

This reinforces the need for proactive planning to help businesses increase their exit success rate. Preparing for exit isn’t just about timing—it’s about maintaining a robust business that could be sold at any point. Exit readiness is as much a growth strategy as it is a long-term exit strategy, and maintaining strong financial records, forecasts, and growth trends over the years can significantly boost the business’s value.

Grow and Exit Connection Features

The Grow and Exit Connection provides access to a comprehensive set of tools and resources to help businesses achieve their growth and exit goals. With this connection type, both business users and advisors can access detailed financial reports, growth models, and exception reports to support strategic planning and decision-making.

Enhanced Performance Reports

• Business Overview Report
• Performance Analysis Report
• Performance Trend Report
• Board Summary Report
• Board Detail Report
• Management Report
• Customer Analysis Report
• Marketing ROI Report
• Supplier Analysis Report

Business Growth Advisory Models

• Client Discussion Model
• Business Growth Model
• Client Segmentation Model
• Customer Targeting Model
• Forecast and Funding Proposal Model (Customer)
• Forecast and Funding Proposal Model (Nominal)
• Funding Proposal Model
• Performance vs Forecast Report
• Non Financial KPI Model
• Business Data Model
• Start-up Forecast Model

Opportunity Exception Reports

• Customer Exception Report
• Utilities Exception Report

Exit Value Accelerator (EVA)

• EVA Business Valuation Model
• EVA Exit Planning Forecast and Funding Proposal
• EVA Financial Due Diligence Report

Strategic Planning and Exit Readiness with Grow & Exit

The Grow & Exit Connection provides businesses and advisors with essential tools for building long-term value and preparing for a successful exit. By focusing on growth strategies, value optimisation, and detailed exit planning, this connection type ensures that businesses are well-positioned to achieve their target exit outcomes when the time comes.

For advisors, Grow & Exit enables you to offer comprehensive exit planning support as part of your financial advisory services, becoming a key partner in your clients’ journey toward a successful business sale. For business users, this connection provides a structured approach to building, tracking, and optimizing business value, giving you the insights needed to achieve your exit goals.

Both business users and advisors benefit from a range of powerful reports, models, and tools that make growth planning and exit readiness actionable, ensuring a smooth and value-maximising transition when it’s time to sell.