What We Do

Personal Goals

We always begin with understanding the client’s personal goals and aspirations.

Valuation

We prepare a full valuation for the client.

Discuss

We discuss the marketplace for the purchase and sale of the client’s company.

Sales Strategy

We develop a sale strategy that ensures client involvement at every stage.

Assist

We assist the client through the entire process.

Tax and Legal Structure

We work with the client’s legal and tax advisors to structure the best possible transaction.

Get Started

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1.) Try

To understand the client’s goals and objectives.

2.) Understand

A full valuation for the client.

3.) Develop

A complete sales strategy and identify likely candidates for a combination of the client and other firm.

4.) Outline

likely deal price, terms, structures and timing of a potential transaction.

5.) At the direction

Of the client, we handle all communications with other parties and arrange the delivery of information between the parties.

6.) Negotiate

The transaction on behalf of the client with full input from the client.

7.) Examine

Letters of Intent, Term Sheets and Purchase Agreements in concert with our client’s legal and tax advisors.

8.) Assist

With closing schedules and planning of announcements of sales or purchases involving the client company.