The Selling Process

Transactional Services for Sellers

There are no shortcuts to success. Selling a business to the right buyer at the best price is hard work that requires professional planning and execution. As every owner and company are different so too is every transaction. Our services are designed to uncover and understand the needs of all involved and offer effective profitable solution.

Assessment Services

Company Review

Our proprietary assessment process reviews your company, the marketplace and your specific concerns. It is a thorough tool for you, your CPA and other shareholders to utilize in making informed decisions regarding the potential sale of the company. Items ranging from financial performance, management, market conditions and owner's goals are addressed.

Transactional Services

Marketplace Strategy & Confidential Business Profile

Once a decision is reach to enter the marketplace an extensive Confidential Business Profile (CBP) is developed. Potential and likely buyers are researched, compiled and ranked.

Solicitation, Negotiation, & Transaction Analysis

In this stage the business is positioned in the marketplace, Buyer candidates are contacted confidentially, interest and offers are sought and negotiated.

Transaction Management

Due diligence assistance and coordination, advisor coordination and closing

Consulting Services

Financial Analysis and Reports

Succession Planning

Strategic Growth Planning

Negotiation, Transaction Analysis, & Due Diligence Assistance

Transaction Structuring