Sell-Side Advisory
You’ve spent decades building your business. Long nights. Big risks. Bigger rewards. Now, you’re thinking about what’s next. Retirement? A new venture? Whatever your reason for selling, you need someone you can trust to handle the process with care, strategy, and precision. We’re here to help.
Our sell-side advisory service is tailored to meet your unique goals. It’s about more than numbers. It’s about peace of mind. Here’s how it works:
Start with Trust: It begins with a conversation. No obligations, no pressure. Just a chance to get to know you, your business, and your vision for the future. We discuss market conditions and exit-planning options that can be executed in advance of a transaction.
Valuation: Understanding the true value of your business is critical. We conduct thorough analyses to ensure your business is priced right.
Preparation & Packaging: We create business summary teaser's and detailed Confidential Information Memorandum's to use in our marketing efforts with vetted buyer's.
Confidential Marketing: We protect your business’ identity while discreetly connecting with potential buyers who align with your goals.
Negotiation and Closing: We’re with you through every negotiation, so all terms meet your expectations. And when it’s time to close, we handle the details, so you can focus on what matters most: your next chapter.
Buy-Side Advisory
You and your company have growth goals and acquisitions may be a key part of your strategy. Running a successful company requires a significant amount of focus and effort, making it difficult to allocate the internal resources necessary to generate proprietary deal flow and navigate the due diligence and closing process. We're here to help serve as a professional layer of insulation between you and the acquisition target, allowing you to focus on your core business.
Here's how it works:
Start with Trust: It begins with a conversation. No obligations, no pressure. Just a chance to get to know you, your business, and your vision for the future. We discuss market conditions and your unique growth plans.
Strategy Development: We take the time to understand your investment thesis, operating approach, and financing plan.
Industry Research: We dive into your industry to understand the competitive landscape, industry projections, financial benchmarks, valuation data, and historical transactions.
Target List Identification & Approval: We identify a list of potential acquisition targets and get your approval before outreach.
Marketing & Target Outreach: We work to create a compelling message, separating you from other buyer's with the aim of beginning a constructive transactional dialogue. We utilize email, letters, and phone calls to make contact with potential targets.
Financial Analysis, Due Diligence, and Closing Support: We follow our internal transaction guide to help you analyze, diligence, and close on your acquisition target.