Whether directly with the business owner or through their advisors, we assist small businesses with immediate and long-term strategies for the sale of a business, merger, or acquisition. We take a holistic approach to optimizing the transaction for both the seller and buyer, maximizing value and minimizing risk. Our hands-on approach helps smooth-out challenges and identify opportunities through every stage of the transaction life cycle - from strategy assessment, financial and operational due diligence, inventory & asset appraisal validation, and strategic business plan development to comprehensive business training and performance improvement. With our deep business ownership experience, we work with other owners to create lasting value.
HOW WE HELP
Assist individual buyers, lower-middle-market private equity firms, and acquisitive corporations with analyzing, negotiating, and acquiring privately held businesses.
Sell-Side Preparation & Business Optimization
"Clean-up" financials and identify key value drivers and points of distress in the business in order to optimize performance in preparation for a sale.
Development & Validation
Evaluate all of the strategic, financial, operational, and managerial functions that are crucial to small business success, and endorse or identify modifications.
Business & Operational
Take an unbiased approach to assessing all of the managerial, operational, financial, and asset functions to uncover challenges.
Assess the small business and its viability through modeling and financial projections that help evaluate risk and opportunities across multiple scenarios.
Carefully weigh opportunities with the economic and financial intelligence that is needed to make informed decisions prior to a business transaction.