How We Engage
We spend the time listening to prospective clients in order to understand the scope of the engagement and to ensure that expectations are definable and achievable. On the sale side engagements, we create a strategy to confidentially market the company and work with our client to achieve the garner the best offer available for our client.
With Buyers, we will work with them to understand their goals and whether our own engagements or other engagements, including franchise opportunities are right for them. This takes time and patience since statistically, 90% of first time Buyers do not purchase the initial business they inquired about.
Our Target Market
We are an exit planning and sell side business advisory firm serving business owners of small to medium sized businesses. Our objective is to direct the entire exit planning and business transition process to obtain the best result for the owner, the owner’s family, the business and the other stakeholders of the business.
Business Optimization And Exit PlanningFor owners contemplating the sale or transfer of the business we perform an assessment of the three legs of the stool associated with any business transfer.
1. The condition of the company. We perform a valuation of the company and an assessment of the key drivers of the company and whether the company would be attractive to a buyer.
2. The proceeds from the sale. Are the proceeds adequate to support your post business ownership lifestyle?
3. Your Personal Readiness: Do you want to sell the business? Often we see that question cannot be answered until the owner answers “what do I want to do after owning and running the business?” We sometimes come to understand that the owner would rather not sell the business, but would like to spend less time running the business. Our assessment can create recommendations we can help implement to achieve just that.
We do not work in a vacuum but rather with your personal wealth and tax advisors to ensure that we are meeting the collective objective of the owner in the most financially and tax efficient manner. If you do not have a wealth or tax advisor we can provide several recommendations from our network for you to interview and choose from.