If there’s one thing we have learned, from all the entrepreneurs we’ve assisted over the years, is that solid preparation for a transition creates much better outcomes.

This means better valuations, less ‘strings attached’ at completion and less stress for our clients, their families and their management teams.

With enough time, we can help you identify and correct areas that will cause buyers concern.

This could be gaps in your management team, weaknesses in your financial controls, a lack of operational documentation, or other things that will cause frustration during due diligence, or reduce the value of your business.

Being better prepared means you can approach a transition event with more confidence.

We will then assist you in identifying the very best suitors that align with your stated desired outcomes.

This helps avoid the disturbances and delays caused by approaching a multitude of buyers that don’t fit your criteria.

With You Each Step Of The Way

Once we kick off the transaction, we are there by your side throughout. We help coordinate the due diligence responses by your team and liaise with buyers, as well as your other advisors (accounting, tax, legal).

We provide tactical support and advice throughout in a forthright and candid manner which is in-line with how our clients expect to receive advice from us.

While we are not lawyers or tax professionals, we will provide commercial commentary on various issues that come up in these areas as a transaction moves forward.

We do this in a collaborative way with the team you’ve assembled, possibly with some introductions from us.

We are there to the true end of a transaction, which we recognize does not finish when the deal closes, but when all future obligations between the parties is completed.

This may mean stepping in to help with working capital adjustment or earn-out discussions following the transaction closing, and we’re happy to be there with the same dedication we had while managing the transition process itself.

Better Value. Better Terms. Less Stress

Schedule a call with us today to start planning your business transition with confidence.
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