Streamlining Transactions. Maximizing Value.
A full-service Merger & Acquisition advisory firm built for current and aspiring business owners.
Our Services
Selling your business can be an anxiety producing process fraught with risk, adversity, and significant consequences. Trying to navigate the process alone usually leads to sellers frequently settling on price, terms, or a fragmented process without a completed transaction.
Why Work With Us
Integrity
Quality
Efficiency
We guide you through a six-step process to maximize value from your sale:
Information Gathering
We meet and sign a Non Disclosure Agreement (NDA). This allows us to collect information to inform a preliminary valuation while ensuring your information remains confidential.
Analysis + Market Prep
We prepare a more detailed strategic and financial analysis of your business to prepare it for-sale. We build a thorough and complex set of marketing and informational materials.
Go-To-Market
Your business is officially “for-sale”. We start to engage potential Buyers and have them sign Non Disclosure Agreements before providing more detailed financial and marketing materials.
Negotiation
We evaluate offers and respond with counter terms to serious buyers. Buyer/Seller sign a Letter of Intent (LOI), a non-binding offer to sell the business at the specified terms, pending diligence.
Diligence
Buyers will preform detailed due-diligence to ensure there are no red-flags and nothing was misrepresented about your Business. After diligence is complete, Buyers will submit a binding Purchase Agreement.
Closing
Purchase Agreement and remaining ancillary documents are signed and parties proceed to closing.
Contact Us
If you’re looking to sell a company – or wondering if it is the right time to sell – we can help!
Reach out and start a conversation with us today.