THE SITUATION
A deal changes the future of the business, and often the owner.
The documents matter, but they are not the whole decision. Owners and leaders also have to think about value, timing, risk, employees, customers, the buyer or seller on the other side, and what happens after the deal closes.
We help clients get prepared, understand their options, run the process confidentially, and keep making good decisions while the business itself still needs attention.
Our role can cover a full sale or acquisition mandate or a focused part of the process where additional experience and coordination are needed.
Capabilities
Sell-side business brokeragePrepare the business, find the right buyers, protect confidentiality, and manage the process through negotiation and close.
Buy-side acquisition advisoryHelp buyers get clear on what they are looking for, evaluate opportunities, and make disciplined decisions as the deal develops.
Sale preparation and positioningGet the business and the story ready before buyers start asking questions.
Valuation and market readinessBuild a realistic view of value and identify the issues a buyer is likely to find before they find them.
Buyer identification and outreachIdentify serious potential buyers and manage outreach without giving up control of the process.
Acquisition search and screeningFind and screen acquisition targets against the few criteria that really matter to the buyer.
Due diligence coordinationKeep diligence organized so requests, advisors, management questions, and important decisions do not become a second business to run.
Negotiation and process managementHelp leadership make the important calls on price, terms, timing, communication, and when to push or walk away.
Closing and transition planningKeep legal, tax, financing, and other advisors connected while preparing for the ownership handoff and what happens next.