Experienced Exit Strategy Attorneys

Our legal team has led hundreds of successful exits—ranging from strategic acquisitions and mergers to IPOs and large-scale secondary transactions. We protect your interests while creating optimal outcomes for all stakeholders.

Schedule a Consultation

How Our Exit Strategy Process Works

A comprehensive, strategic approach to maximizing value and ensuring a smooth transition.

01

Exit Planning

We help you evaluate exit pathways—M&A, IPO, secondary sales—and assess timing, readiness, valuation drivers, and strategic positioning for a successful outcome.

02

Transaction Structuring

We design transaction structures that maximize value, reduce tax impact, align stakeholder incentives, and minimize legal and financial risk.

03

Due Diligence & Negotiation

Our attorneys manage the full due diligence process, negotiate key terms and protections, and oversee all legal documentation to ensure a favorable transaction.

04

Closing & Transition

We guide you through closing, fulfill regulatory and contractual requirements, and facilitate a seamless transition for founders, investors, and acquirers.

Ready to Plan Your Exit?

Plan Your Exit
Common Questions

Exit Strategy FAQs

A term sheet is a non-binding document that outlines the key economic and governance terms of a venture capital investment. It serves as the roadmap for definitive agreements and addresses critical items such as valuation, equity percentage, liquidation preferences, board structure, investor rights, and protective provisions. Although non-binding, the term sheet sets negotiating expectations, establishes deal structure, and prevents misunderstandings before moving into detailed legal documentation.

A SAFE (Simple Agreement for Future Equity) is a contract that converts to equity during a future priced round, typically without interest or a maturity date. Convertible notes are debt instruments that accrue interest and convert to equity, usually at a discount or valuation cap. Equity financing involves issuing actual shares immediately as part of a priced round. Each instrument has different implications for valuation, dilution, control, and tax treatment. We help you determine the best option based on your fundraising strategy and stage.

The core legal documents typically include: a term sheet, stock purchase agreement, amended and restated charter, investor rights agreement, voting agreement, right of first refusal and co-sale agreement, board consents, and ancillary corporate approvals. The exact package varies depending on round type (Seed, Series A, etc.), investor requirements, and company structure. We prepare, negotiate, and review all necessary documentation to ensure compliance and protect your long-term interests.

Due diligence is the process investors use to verify the legal, financial, operational, and technical condition of a company before investing. Founders should prepare corporate records (charter, bylaws, minutes), an accurate cap table, financial statements, material contracts, IP assignments, employment agreements, regulatory filings, tax records, and any documentation related to risk or liabilities. Being organized can significantly accelerate closing and improve investor confidence.

Yes. All fundraising activity must comply with federal securities laws (SEC regulations) and applicable state “blue sky” laws unless a valid exemption applies. Common exemptions include Regulation D (Rules 504, 506(b), and 506(c)) and Regulation S for offshore offerings. Non-compliance can lead to rescission rights, penalties, or enforcement actions. We help ensure your offering is structured and documented correctly under all applicable securities laws.

A venture capital fund is an investment vehicle that pools capital from limited partners (LPs) to invest in startups. Most VC funds are structured as limited partnerships, where the fund manager acts as the general partner (GP) and LPs provide capital and receive economic returns. The structure typically includes the fund entity, a GP entity, and often a management company entity. We help establish fund structures, draft partnership agreements, and ensure full compliance with securities and tax regulations.

Investors commonly negotiate rights such as board seats or observer rights, information rights, pro rata participation rights, liquidation preferences, anti-dilution protection, protective provisions, drag-along and tag-along rights, and registration rights for future public offerings. The scope of rights depends on negotiation dynamics, investor type, and round stage. We help founders and investors negotiate balanced structures aligned with long-term company goals.

A standard VC fundraising process runs 2–4 months, depending on investor interest and company preparedness. Typical stages include investor outreach (2–4 weeks), term sheet negotiation (1–2 weeks), due diligence (3–6 weeks), and legal documentation and closing (2–4 weeks). Having organized documents, a clean cap table, and updated financials can significantly reduce the overall timeline.

Valuation determines the company’s value for purposes of issuing new shares. Pre-money valuation is assessed before the investment; post-money valuation includes the new capital. Dilution occurs when new shares are issued, reducing existing shareholders’ ownership percentages. Terms such as option pool expansion, valuation caps, and anti-dilution protections can affect dilution. We help founders and investors understand and negotiate valuation mechanics to achieve fair outcomes.

Yes. We represent founders, startups, angel investors, venture capital funds, and family offices in a wide range of VC transactions. For startups, we assist with fundraising strategy, negotiations, and legal documentation. For investors, we conduct due diligence, negotiate protections, and ensure proper compliance. We maintain strict ethical walls and never represent both sides within the same transaction.
Trending Topics

Exit Strategy Insights & News

Read More Articles