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Selling a Business


We are here for you every step of the way. Leveraging our experience and expertise we will advise you with strategic planning and decision-making through the end of your business ownership lifecycle.


Business Sale Preparation

  • Business valuation and appraisal
  • Financial statement analysis & cleanup
  • Operational efficiency assessments
  • Attorney's & CPA's

Negotiation & Deal Structuring

  • Price & payment terms negotiation
  • Allocation of purcase price among assets
  • Contingent consideration and earn-out agreements

Transition Planning & Succession

  • Employee communication & retention strategies
  • Knowlege transfer & documentation of critical processes
  • Succession planning for key leadership roles
  • Post-sale advisory services
Business Transitioning 

Business Transitioning 

As your trusted financial partners, we are here to make sure the biggest decisions you make in life are carefully considered and structured to achieve the best possible outcome for you.

  • Business Sale Preparation 

    We provide comprehensive assistance in preparing a business for sale to maximize and minimize obstacles. A thorough evaluation of documents and the company in question to assess its strengths, weaknesses, and overall marketability. We identify potential issues that could deter potential buyers and develop strategies to address them effectively. 

  • Marketing & Positioning 

    We strategically position the business to stand out with a unique value proposition. We meticulously craft presentations to showcase the business's strengths and key selling points, highlighting its potential and attractiveness to prospective buyers. We implement robust confidentiality measures to safeguard sensitive information and maintain business continuity throughout the sale process. These measures not only protect the integrity of the business but also instill confidence in potential buyers, facilitating a smooth and successful transition.
  • Negotiation & Deal Structuring

    Our key competitive advantage, we provide holistic guidance throughout the negotiation process. to create the opportunity for favorable terms and deals that align with your objectives. We push to maximize the sale price, minimize liabilities, and address your preferences effectively. Our skills extend to navigating complex deal structures, asset sale, stock sale, and mergers. We collaborate closely with lawyers and CPAs to ensure the transaction is structured optimally, delivering the best outcome for you.

  • Transition Planning & Succession

    We have an understanding of the apprehension surrounding ownership and leadership transitions. This includes developing detailed transition plans to ensure continuity of operations and minimize disruptions during the handover process. We provide guidance on legacy preservation strategies aimed at maintaining the business's reputation and relationships built over time, ensuring a smooth and successful transition for all stakeholders involved.

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Let's take the next steps together. 

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