The Medtech M&A Early Exit Roadmap
A 12–18 Month Blueprint to Your Most Likely, Highest-Value Acquisition Outcome
Most medtech founders move toward an exit with blind spots: unclear acquirer priorities, incomplete documentation, weak valuation expectations, or development paths that don't align with what buyers actually want.
The result?
The Early Exit Roadmap: Step-By-Step GPS For Your Route to Early Exit Success
A signature, high-end, fixed-fee strategic service, it's designed specifically for pre-commercial or early-commercial medical device companies who need a realistic, data-driven, acquirer-centered path forward immediately — not generic advisory, not homework, not another 60-page “strategy deck.”
You'll walk away with clarity, alignment, and confidence in your direction for your next 12–18 months, engineered around what your future acquirers actually need from you before they can acquire you.
A Service Custom Built For You
Intentionally developed for sub-$25M exits and Class I / II hardware-focused medtech where traditional investment bankers won’t engage — but where strategic acquirers absolutely will
Medtech founders and CEOs evaluating early exit vs. continued fundraising
Physician-inventors who lack time or business infrastructure
Startups running out of runway and needing a strategic decision point
Boards and investors who want an independent, expert-driven reality check
Contract design and development firms who aim to make clients exit-ready
Regulatory, IP, and finance experts looking to improve their clients' odds of success
The Deliverables: What You Get
Market Positioning Snapshot
A sharp, decision-ready assessment (not a deep dive) that gives you:
This ensures that you’re heading in the right direction and building toward a real exit rather than burning cycles and runway.
Exit Readiness Assessment & SWOT
A SWOT Analysis with exit-specific implications + structured review of:
This identifies gaps, required milestones & aligned timelines to move you into the “acquirer zone.”
Pre-Commercial Valuation Range
Valuation for early-stage medtech is fluid, nuanced, and improvable. Included:
This enables you to make properly informed decisions about fundraising, dilution & timing.
Top Prospective Acquirer List (& How to Attract Them)
A curated list of the most likely and best-fit acquirers, including:
This gives you a buyer-centered development strategy — not guesswork.
12–18 Month Go-Forward Plan: Your North Star
Your clear, realistic and actionable path to exit readiness:
This becomes your operational blueprint for you, your team, investors & service providers.
Polished One-Page Prospectus/Investor Memorandum
Communicates your value, competitive edge, acquirer relevance & exit path in:
This makes you appear significantly more prepared, credible, and business focussed.
Due Diligence, Positioning & KOL Engagement Templates
Actionable tools you can start using immediately:
These help you stay organized, strengthen your acquirer narrative, and build external credibility fast.
Why This Matters Now
Medtech acquirers are more selective than ever.
Valuations swing dramatically.
Funding is tightening.
And windows open — and close — fast.
The Early Exit Roadmap ensures you:
The Early Exit Roadmap compresses years of trial-and-error into a single, actionable plan.
Choose The Roadmap That Matches Your Exit Timeline
A clear, investor-grade plan that shows exactly what buyers look for and what to do next
No vague consulting reports. No inflated buyer lists. No generic templates.Just a practical, strategic, buyer-aligned roadmap designed for early medtech exits.
Three tiers. One outcome:A faster, clearer, more credible path to a successful acquisition.
Which Tier is Right For You?
Foundation → “We need clarity and focus. We don’t know where we stand.”
Strategic → “We need to prepare for investors or buyers in the next 12–24 months.”
Premium → “Our exit window is 6–12 months. We need buyer-ready messaging and a precise plan.”
Foundation Roadmap
For early-stage medical device developers who need clarity, direction & a focused plan
$4500
USD
Included:
Technology/Market PositionM&A articulation of the problem, value, and market urgency.Benefit: You become credible to investors and buyers.
Competitive Landscape Snapshot incumbent & emerging players that shape buyer perception.Benefit: Know the comparison matrix & exactly where you fit.
Business Model & Go-to-Market DiagnosticHighlights what matters for exit and what doesn’t.Benefit: Focus on what matters
Preliminary Buyer Fit Map (8–12 real prospects)A shortlist grounded in realistic, M&A rationale.Benefit: See where the real opportunities are
Best For:Pre-commercial teams, physician-inventors, founders experiencing drift, companies needing clarity before approaching investors.
Strategic Roadmap
For medical device development firms and Boards preparing for an exit within 12–24 months
$7500
USD
Foundation, plus:
Deep Buyer Fit AnalysisHow each buyer would use your technology.Benefit: Craft narratives that resonate immediately.
Expanded Buyer Shortlist (12–18 buyers)With rationale, deal history, and group-level fit notes.Benefit: Identify hidden gem acquirers, cultivate relationships
Exit Constraints & Deal Feasibility ReviewAn insightful assessment of what's going to help or hurt your deal.Benefit: Removes blind spots early.
6-Month Sequenced Execution PlanMilestones tied to what acquirers actually care about.Benefit: Puts you on a disciplined track to exit readiness.
Best For:Medtech executives preparing for strategic outreach, teams wanting a credible, investor-grade strategy, executive teams nearing a strategic milestone or funding raise.
Premium Roadmap
For medical device founders and Boards planning to initiate an exit in 6–12 months
$12,500
USD
Foundation & Strategic, Plus:
Buyer Messaging Playbook Positioning statements, talking points for your top 5 buyers.Benefit: Enter buyer conversations with confidence
Credibility & Positioning StrategiesA practical plan to raise visibility and signal M&A receptivity Benefit: Prime the pump and entice buyers to approach you.
Valuation Levers & Deal Dynamics BriefWhat increases valuation and how to strengthen your position.Benefit: Better deal terms
10 One-Hour Advisory Calls Within Next 18 MonthsExpert guidance and feedback to inform your prep effortsBenefit: Gives you an expert at your side to navigate strategy.
Best For:Startups nearing end of financial runway and needing exit, founders beginning outreach or with warm buyers , preparing for acquisition discussions.