We always begin with understanding the client’s personal goals and aspirations.
We prepare a full valuation for the client.
We discuss the marketplace for the purchase and sale of the client’s company.
We develop a sale strategy that ensures client involvement at every stage.
We assist the client through the entire process.
We work with the client’s legal and tax advisors to structure the best possible transaction.
Sound interesting? Have questions? Fill out the form and we will get back to you!
To understand the client’s goals and objectives.
A full valuation for the client.
A complete sales strategy and identify likely candidates for a combination of the client and other firm.
Likely deal price, terms, structures and timing of a potential transaction.
Of the client, we handle all communications with other parties and arrange the delivery of information between the parties.
The transaction on behalf of the client with full input from the client.
Letters of Intent, Term Sheets and Purchase Agreements in concert with our client’s legal and tax advisors.
With closing schedules and planning of announcements of sales or purchases involving the client company.
Our clients achieve their goal either of a sale of their firm or the purchase of another firm at price and terms that are fair to them and a process that was as efficient and stress free as possible.