We help business owners understand valuation and the keys that increase the value of a business. Contact Us!
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Services.

Seller Representation

We understand what it takes to help a business owner prepare to exit a business for the highest possible value. While each engagement is unique, we have developed a proven process that educates business owners on how to evaluate and achieve their business and personal objectives.

The Selling Process

  • Initial consultation to determine objectives
  • Perform a marketability assessment
  • Determine current value of the business
  • Develop offering memorandums
  • Market the business through appropriate channels
  • Screen and pre-qualify buyers
  • Confidentially evaluate potential offers
  • Negotiate the terms of sale
  • Advise through the closing process
  • Post-sale support and integration consulting

Business Valuation

We provide an expert, third-party opinion on the fair market value of a private company’s business. Our NACVA accredited valuation analysts provide clients with a well-documented report that meet SBA and third party lender standards and can be used for both tax and financial reporting purposes.

Valuation Services

  • Business Valuation
  • Buy-Sell Agreement Valuation
  • Limited Partnership Valuation
  • Employee Stock Ownership Plan (ESOP) Valuation
  • Financial Statement Reporting & Compliance for External Audits

Buyer Representation / M&A Advisory

We have proven expertise and provide trusted advisory service grounded in over 25 years of ongoing experience.  This assures you will complete a successful transaction. We are experts in the field and will guide you through all aspects of the merger and acquisition process.

The Acquisition Process

  • Define your acquisition criteria
  • Determine your financial capacity
  • Develop a target list of candidates to pursue
  • Execute a search plan
  • Engage the seller in formal discussions
  • Model potential returns
  • Evaluate optimal deal structures
  • Structure Letter of Intent (LOI)
  • Participate in all transaction discussions
  • Secure financing
  • Assist in due diligence efforts