We help our clients choose an exit strategy. This includes planning, preparation and exploration of options. A management buy-out, an ESOP or absentee ownership are options. Selling, however, is the top choice.

The key to selling a business for top dollar and with less stress is to follow and Action Planä.

·         Arrange all the affairs of the company.

·         Coach and counsel the company. Its people, process and systems must all be running efficiently.

·         Transmit and teach all the good "things" about your firm to the buyer. Those "things" are:

·         Intricacies that make your company special.

·         Operations and management systems that are in place and will make a transition smooth.

·         Numbers, all the financials in understandable form, straightforward with no "tricks."

We specialize in a systematic, organized approach to the selling process.

Planning starts with the valuation and the identification of where we can make improvements (given the time parameters for the situation). Then we identify likely buyer types, do market research and answer the question, "Why are you selling?"

Preparation is doing the little things that make the business more attractive to a buyer. Every business has risk. By documenting how the risks are overcome you make it much more appealing.

Presentation can be a key issue. In many situations when there wasn’t time to plan or prepare a dynamic presentation has saved the day. Emphasizing the business’ strengths and acknowledging the weaknesses (and how you have neutralized them) in an attractive and professional package can sway a buyer.

An Action Planä saves time and anguish because we now know:

·         Who your potential buyers are (individual, employees or corporate)?

·         What exactly you are selling and what it’s worth?

·         Where your buyer will come from (local, regional, national)?

·         When you need to sell (timing can be everything)?

·         Why you are selling (how you explain it can make or break a deal)?

·         How you are going to market the company (direct, to an employee group or with an intermediary)?

We offer a comprehensive marketing strategy that includes website postings, a search for strategic buyers and advertising.

Deal structure, due diligence (on the buyer), negotiations, educating the buyer, closing the deal and escrow supervision are skills we’ve refined over the years of working on numerous deals.

All of this is done with the utmost of confidentiality. We will not release any information, including our client’s identity, without the client’s permission.