Sale of Business
Assessment #1: Obtains the current status of the business and the foundation for preparing the appropriate marketing materials to sell the business so our investment banking partners can begin the process of selling the business right away.
Minor Adjustments & Sale of Business
Assessment #2: All of the information in Assessment #1 plus a deeper dive into the core components of the business to identify the true Optimum Value and Optimal Timing, should the business owners want to pursue that option.
Invest, Grow & Sale of Business
Assessment #3: All of the information in Assessment #2 plus a full assessment of the competition, customers, industry trends in order to determine if there is an opportunity for our private equity division to invest and grow the business prior to selling.
Exit Advisory
Exit Strategy Advisory; Tax Planning, Charitable Trusts/Foundations and Family Planning
Our Exit Advisory services including working with the sellers' estate tax specialists and CPA to maximize the exit value by minimizing taxes and other unnecessary costs. Additionally, we are specialists in charitable foundations, giving, donor advised funds, etc. to ensure that the post-sale objectives of the business owners and their families can be as successful as their pre-sale business activities.