OUR GOAL IS TO HELP YOU SELL YOUR BUSINESS AT OPTIMAL VALUE
Maximize your business value
Prepare the business for sale
Package the information
Confidentially promote your business for sale
Negotiate on your behalf
Facilitate business knowledge transfer
BUSINESS HEALTH ASSESSMENT
BUSINESS SALES AND ACQUISITIONS
THE BUSINESS HEALTH ASSESSMENT PRECEDES EVERYTHING WE DO.
IT IS A PERFORMANCE-DRIVEN ANALYSIS USED FOR A VARIETY OF NEEDS.
The Business Health Assessment is a valuable analytical tool for business owners who want to know if their business is in salable condition, are looking for an objective, performance-based report card, or need to determine how their company is performing financially against their competitors.
The Business Health Assessment provides the balanced information business owners need to benchmark their goal attainment, determine if their company is ready to grow organically or via acquisitions, and/or begin the business sale process.
We examine the quantifiable and qualifiable factors affecting the attractiveness of a business for sale, enabling business sellers to know if their company is likely to sell (and, if not, what issues to fix). First, clients provide 5 years of financial statements that we use for the analysis and comparative evaluation. In the second phase, our team conducts a survey of the client organization’s functional areas. Third, we review the data from both phases with the client, and identify critical areas needing attention.
ANNUAL PERFORMANCE ASSESSMENT
Similar to a yearly check-up with your doctor, the Business Health Assessment checks your company’s vital signs. It assesses annual financial performance, which helps owners find problems early, and stay focused on achieving earnings and revenue goals.
The Business Health Assessment provides a comparative analysis of the performance of your company versus that of similar companies (by NAICS code and revenue size), helping owners beat their competitors.
MOST BROKERS FOCUS ON THE TRANSFER OF OWNERSHIP.
WE PROVIDE AN END-TO-END SOLUTION FOR SELLING YOUR BUSINESS.
Would you like to sell your business at maximum value? An International Business Brokers Association (IBBA) study proves that business owners who employ a professional business intermediary achieve significantly higher prices upon sale.
We examine the quantifiable and qualifiable factors affecting the attractiveness of a business for sale. Do you want to know if your business is salable as is? Would you like to know how to improve your business’ value? We have honed our unique selling process over years, learning from each experience. We know the local market, and will save you time and aggravation. We know what we are doing, and we do it well.
- We start with a Business Health Assessment.
- We advise clients on how to prepare their business for sale.
- We package the company’s information into a Comprehensive Business Review form, a document needed by both business buyers and their bankers.
- We target potential strategic-level buyers, contact them confidentially, and screen those who expressed interest.
- We negotiate the terms of sale.
- We facilitate the due diligence and closing processes.
- We help the buyer and the seller to create the knowledge transfer framework and advise clients on the post-sale transition of business knowledge and operations.
Acquiring another business is an excellent strategy for some companies but not for all. If you are a business owner who wants to grow profits, improve market share, or plug holes in your product lines, then acquisitions may be a good idea. We can help you determine if your business is ready to grow via acquisitions. We will help you determine what kind of acquisition targets will add long-term value to your company. We will help you find, evaluate, and negotiate the purchase of viable targets.
EXIT PLANNING IS A PROCESS. THE RIGHT TIME TO START PLANNING IS TODAY.
You may not be ready to sell your business today, but what about 6 years from now? Why buy or start a business if you don’t know when, how, and to whom (i.e., what kind of buyer) to sell your business to? Plan well, execute well, and then retire well.
WHAT IS AN EXIT PLAN?
Our process helps business owners understand the nature and the needs of business buyers.
We create exit plans that enable you:
- ) To sell your company to the kind of buyer you wish to sell to
- ) To sell when you want to
- ) To prepare the business so that it will be enticing to premium buyers
IT IS MORE THAN A PLAN
The value of exit planning isn’t the plan, it is the planning process. Clients report the exit planning process, along with annual updates, helped them to build value over time, to be well prepared for sale, to attain a higher selling price, and to smooth the actual transition.
Our job is to help you prepare your business for eventual sale. We do not provide estate planning or tax and financial planning advice (see list of our referral partners). We simply help you get your company ready for the eventual sale to the right kind of buyer for you.