You will need two separate types of legal advisors: one for the legal documents of the transaction, the other for estate planning. They also may be helpful during negotiations.
The Financial Advisors have experience with sophisticated modeling tools. They prepare projections of financial assets post-sale. They also advise on investment strategies to achieve post sale goals. Income replacement strategies are critical to understand prior to the sale of your company.
The Valuation advisors provide a fair market value assessment of the business for sale. This fair market value establishes clear expectations for the business owner . These expectations may initially be quite different in the mind of the owner.
Often, business owners can greatly increase the selling price of their company by getting out of working in their business. Operational Effectiveness advisors can be instrumental in quickly identifying areas where improvement may have a substantial impact on the final selling price. We help the business owner identify areas for improvement and look to advisors in general business management, operations; human resources (for example, talent management), and computer technology (IT).
|Brian Peterson||SRI Talent|
|Carrie Maldonado||Limitless HR Solutions|
|Eric Fry||Advantage Development Consulting LLC|
|Jeff Steele||CMIT Solutionws of Seattle Downtown|
|Kathy Leicester||Super Communication|
|Laura Petersen||Innovative Advancement|
|Lauren Owen||Lauren Owen LLC|
|Margaret Dorchester||Dorchester Consulting|
|Marty Vondrell||Vondrell Leadership|
|Michael Langhout||Langhout International LLC|
|Michael Pearce||Focused On Revenue|
|Quincy Bell||Noesis LLC|
|Rick Blythe||Touch Prospecting LLC|
|Solomon Uwadiale||Trafton Consulting Group|
Marketing is an important part of preparing your business for sale. It helps with establishing a strong brand and creating lasting connections with your target audience.
Business owners wear many hats in the day-to-day management of their companies. They may know a few things about executing the sale of their business. However, because the sale is often the biggest financial transaction of their lives, business owners need the help of experts. They should not go it alone.
We assemble a team of experts who put the business owner’s agenda ahead of their own agenda. Professionals we have worked with are vetted partners who we trust to keep the agenda of the business owner above their own.
Getting the advisory team to play well together can be a challenge. We personally vetted the partners included here. We know they respect and work well together.