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Your goals, needs, and expectations are what we base our process around. We are not a “one size fits all” traditional M&A firm. We build relationships with our clients to know what is important to them. We then take what is important to you to interview and vet potential partners and buyers.
Meet with you to understand your business, your goals, and your vision of the future for you and your company
Review the past four years of finances to understand your metric, trends, and current financial position
Review of your current operations, facilities, capabilities, equipment, KPI, org structure, risks, and opportunties
Research the state of your industry to understand current trends, risks, and how your are positioned in the industry
Quantitative and qualitative research into the current overarching and industry-specific trends
Define and explain the available transition options and their alignment with your goals and objectives
There are multiple steps involved in a transaction (sale) process. It is important to ensure that each step is accounted for and completed along the way. A knowledgeable M&A advisor can walk you through each step of the process.
Having a team of trusted advisors to help guide you is crucial to getting the desired outcome of selling your business. You wouldn’t run your business without a trusted CPA or attorney, therefore you shouldn’t attempt a sale without a trusted M&A advisor. As a seller, this will be one of the most important transactions of your life and we’re committed to making it a successful one!