Services

Valuations

The purpose of a business valuation is to provide an objective assessment of a business's value based on various factors such as financial performance, assets, market conditions, industry trends, and potential for growth. This service is crucial for business owners who are planning to sell their businesses or for individuals interested in acquiring a company.

Approach Service

We offer both buyers and sellers a confidential approach service. Allow us to make the initial contact with your prospective target to assess their openness to a deal and determine if a match would be a good fit.

Brokering

The complete support you need to help you sell our business. From valuation to finding a buyer to negotiation the terms and ultimately, support with the transition. It is a complex process, it takes 6-12 months, it involves managing financials and emotions and is best done with the support of someone that has been there before and knows how to close the deal.

Strategy

Do you have goal but are unsure how to proceed? Engage with us to play out various scenarios and determine the best course of action. Through brainstorming and role playing we can help you prepare for multiple scenarios and give you an edge when it comes to the actual negotiating table.

Negotiation

We are experienced negotiators. Allow us to lead the discussion and push hard for the best outcome for you. Having someone between you and the negotiations gives you an edge, allowing you to stay out of the fray, maintain a positive relationship and make less emotional decisions.

Deal Structure

Getting a small business sale across the finish line often involves coming up with creative solutions to meet the needs of all the parties involved. Understanding the goals of the buyer, the seller, the tax man and the financier of the deal, allow us to design a deal structure that can save the deal.

Preparing Your Business For Sale

Ideally the process of selling your business begins 2-3 years before the actual sale. During this period you take steps to put your businesses in the best position to be sold. Work with us to determine the things that will make your business both easier to sell and more valuable.

Obtaining Financing

Unsure where to start, who to approach and if you are getting a good rate? Let us help you find the financing you need to close the deal.

Referrals

Reach-out for referrals to lawyers, accountants, consultants, wealth advisors and small business support services.