Seller Advisory

Selling a company is one of the most important decisions a business owner may face. Each client and business has unique issues and objectives, requiring a customized approach. We listen to business owners to understand their goals and the specific issues facing their company. We tailor a transaction strategy to maximize shareholder value and achieve the objectives of our client in the most efficient manner possible. Our process include the following steps:

• Extensive up-front due diligence, including identification of potential issues;
• Identifying a broad yet thoughtful universe of strategic and/or financial acquirers;
• Development of marketing materials that include a compelling investment thesis and proper positioning of the company for each target;
• Proactive and targeted marketing that focuses potential partners on the investment thesis and value-creating opportunities;
• Creating a competitive sale environment;
• Facilitating and supporting buyer due diligence; and
• Appropriately structuring a transaction to maximize value, with a focus on terms and conditions, not solely price.

Extensive due diligence and proactive marketing ensures maximum valuation