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We’re here to help you navigate business transitions—from valuation to sale.

 

Whether you’re ready to make moves now, soon, or in a few years, we provide the following services to help you meet your goals.

M&A ADVISORY 

Once you and your business are ready to sell (more on that here) we’ll work with you to identify its value and the ideal buyer. Then, we’ll prepare the business for sale by creating marketing materials, preparing for due diligence, soliciting buyers, negotiating the deal, and managing the deal team. It’s important to note that the M&A process can vary depending on the specific circumstances of the transaction and the parties involved.

What are the steps?

Determine client readiness

There are many factors that business owners need to consider before selling their company. These include personal, financial, and business considerations.

Get familiar with advisor & shareholders

This is done in the form of a business valuation where we better understand the risk factors specific to your business.

Prepare the business for market

By now we know your business, industry, and deal-specific landscape are ready to best position it confidentially on the market.

Build a buyer pool

The better size and quality of the buyer pool, the better the price and terms. 

Screen buyers

Screening process includes fit, confidentiality, and financial capacity. 

Receive and negotiate offers

We help our clients compare offers clearly and concisely. With our experienced insights, we make the process smoother until we get an accepted offer.

Confirm fit with successful bidder

This is achieved through a due diligence period during which the buyer is granted a no-shop clause and a negotiated timeframe to verify the accuracy of all information presented thus far.

Close the deal - and celebrate!

The final push before closing the deal and collecting your hard-earned proceeds!

Solicit Buyers

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Due Diligence

Negotiation

BUSINESS VALUATION

We start with a free intro valuation before determining if a full market value assessment is necessary. This not only helps you see what your business could be worth on the market, but also gives you insight into how buyers view it, with ratings on different risk factors.

What's included?

Free intro valuation

Here we determine a range of value for what the business is worth today, and what it could be worth in a few years.

Market value assessment

If your expectations are in-line with ours from step 1, we’ll perform an in-depth valuation in preparation to list the business

In-depth report

Once complete, we will sit down and review all of our findings, along with our proposed approach for getting the most for your business.

In-Depth Report

Streamlined Process

Risk Analysis

GROWTH ACTIVATION

In your initial free intro valuation, we provide you with a valuation gap analysis. This underscores the areas of your business where we can help enhance value prior to selling. Not all businesses are ready for sale; we’ll let you know if this applies to you. Then, if you’re keen to have experts help you grow the business before selling, we make the necessary connections and streamline the process.

Where can we add value?

Identify valuation gap

The difference between what the business is worth today and what it could be worth in a few years is the valuation gap.

Sell and go or stay and grow?

Knowing the valuation gap, the decision is yours: sell for what it’s worth today, or work towards what it’s worth tomorrow?

Meet your growth consultant

If there is gas in the tank to push for a higher number, we will make introductions to vetted growth consultants proven to improve business valuations within 24 months. 

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Gap Analysis

Growth Opportunites

Growth Metrics

EXIT PLANNING

The entrepreneur who pockets most of the proceeds on closing day is well-prepared. From our first call through to our last, we keep this in mind and connect you to professionals like wealth planners, accountants, and business coaches—all of whom you’d benefit from speaking with.

What exactly is exit planning?

Minimize taxes

A well-structured exit plan aims to reduce the tax impact of selling or transferring the business.

Legal and financial considerations

Addressing legalities such as contracts, agreements, and financial planning—including retirement planning—is essential.

Personal goals and timelines

Exit planning aligns the business strategy with the personal goals of the owner, whether it’s retiring, starting a new venture, or pursuing other interests.

Maximize Retention

Setup For Your Future

Personal Goals

Ready to take action?

GET IN TOUCH