When we first connect, we spend time understanding your goals in selling a company and give you an idea of what to expect during the transaction process.

In the first three weeks, we’ll prepare a Calculation of Value Report so you understand the value of your company by the factors that drive it upward.

Now is not always the right time to sell, and we will be candid about whether the sale of your business will achieve your exit strategy. Only about a third of sellers are really ready to sell and many opt to delay sale to improve their value by 10% to 20%.

We want to understand these four questions below.

• What do you want for your employees and customers?
• What about your brand?
• What is your future role?
• What do you need for cash, taxes, estate, and possible equity?

If you decide to move forward, you’ll upload documents for the due diligence phase of negotiations, and we’ll roll up our sleeves to create documents that anchor our process in a strategy that’s set up to achieve your goals. These documents help us build and engage a list of buyer prospects. When the fit is promising, we will invite them forward to the next stage of the vetting process.

When we get a signed Letter of Intent, the hard work begins as lawyers and accountants get to work and we work alongside you all the way to closing. Up to the final signature, we keep an eye out to make sure each side will love the deal a year after it’s done.

• Financial, Legal, and Operational Reviews
• Purchase and Employee Definitive Agreements
• Working Capital and Tax Planning
• Post-Merger Integration Planning
• Facilitated Closing Proceedings