Our senior team has been involved in the purchase and sale of over 100 businesses. With our deep experience we understand the challenges owners face when both buying and selling a business. We focus on helping small and medium sized businesses (SMBs) sell their business or buy a business to expand their business.
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Our job as sell side advisors is to prepare the owner(s) for each step of the journey and execute the sale process to an outcome in the best interest of the owner(s), the employees and the company.
» As a seller, this process starts well in advance of the time you put your business up for sale. Before you sell your business, you need to get your business ready for sale!
Sell Side Advisory Services:
» Help owners maximize the value of their business pre-sale process
» Understand the key drivers of their business
» Forecasts and normalization of earnings
» Coordinate appraisals and valuations as appropriate
» Tax planning
» Succession planning
» Due diligence preparation
» Teaser and marketing
» Negotiate Letters of Intent and Definitive Agreements
» Set up data rooms and coordinate due diligence
» Liaison with legal counsel and external accountants
Buy Side Advisory Services:
» Negotiate Letters of Intent and Definitive Agreements
» Manage due diligence process
» Liaison with legal counsel and external accountants
» Post acquisition integration