What We Do
We help business owners prepare for and execute business transition events. This may include:
Sell-side Advisory / Seller Representation
- Analysis of business owner goals and transition options
- Beginning to end process of selling to third party strategic or private equity buyers
- Facilitation of partner buyouts or sales to employees
- Assistance with key employee transition options, including potential equity ownership
Advisory Board / Transaction Preparation Services
- Help business owners prepare for a sale, often years ahead of the actual transaction
- Identify issues that might need extra attention to maximize value prior to a sale
- Typical issues we help address include owner dependency issues, retention of key employees, or helping improve financial controls and reporting
- Formation of board of trusted advisors and coordination of periodic meetings with milestones
Valuation Services
- We have a Certified Valuation Analyst in-house
- Valuations are provided for business sales and for upfront planning and pro-forma analysis
- Resources for tracking every privately held business sale for industry comparisons
- Financial modeling and identification of value drivers
Debt Advisory Services
- Advice on achieving the right capital structure
- Analysis of short and long-term goals
- Introductions to the right types of debt providers
- Input on debt structures for acquiring other businesses or to fund a liquidity event