Expert Advice for Business Ownership Transactions


What We Do

We help business owners prepare for and execute business transition events. This may include:

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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

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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

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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

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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