Business Transactions Are What We Do!
Guiding Business Transactions Expertly
Exit Planning
Am I ready to sell? Do I still want to be involved? What will I do after it sells?
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If these thoughts ring a bell, then you are not alone. All business owners have transition thoughts.
The key is taking the time to smoothly guide the transition and not forcing a sudden change.
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Ideally start planning 3 to 5 years before you are ready, that way we can assist you in preparing your company for a maximal valuation, your team for a smooth evolution and you for your next challenge!
We know however ideal is never normal. With our experienced advisors we can assist you with every business transition need in the timeframe required.
Exit Planning
Looking to secure financing? Kicking off succession planning? Estate Planning requiring an appraisal?
​Is it time to sell the business?​
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For any of the reasons above, and about a hundred more, your business may need a formal appraisal and valuation.
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Our seasoned advisors can perform a detailed valuation on your business and work with all the stakeholders in determining the best next steps!
Buying & Selling Businesses
Executing a business transition is definitely not an everyday experience for most business owners.
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The most seasoned business people rarely go through the process!
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That is why astute leaders leverage outside advisors to guide them through the process.
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The key to success is a thorough evaluation and preparation, negotiating the optimal Letter of Intent, understanding & guiding the diligence process and the numerous traps involved, then forging the ideal Purchase Agreement.
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Let our experienced advisors council you through this unique process to maximize return, minimize stress and deliver success.