Selling your life’s work is a complicated and nuanced process. We make it simple resulting in creating generational wealth for our clients when followed. We execute our proven four-step process that’s evolved over nearly one hundred cases in 25+ years. No two business cases are the same and we fine-tune our process after each case closes. The goal is for you to achieve the result you must have while maximizing your price and minimizing your risk. We look to invest our time and talent in well-positioned companies with strategic improvement potential. Some are ready and others are not, and we’re here to prepare you to earn a premium price. Below is our outlined process.
Step One. Assessment – Are You Ready to Sell?
Our assessment gauges your readiness and what necessary and potential steps to take before beginning a process. We share objective counsel so you can make an informed decision. Selling your business is a difficult decision and seeking guidance and support from people who’ve sold their life’s work before is extremely valuable. Explore your options and what’s the next best step.
- Sell Now? What steps do I take before placing my business in market?
- Sell Later? What steps do I implement to maximize value when it’s time?
- What’s Included? A market valuation, sales strategy, exit path, process review, coaching and guidance with Founder and Managing Partner, Scott Spector
The process is designed to provide you with enough data and insights to crystalize your current state, fully evaluate where you are and how to achieve the desired state as you make an informed decision to commit to a sales process. Your assessment is not a certified business appraisal/valuation for legal purposes, e.g., litigation, tax, estate planning, partner disputes, IRS issues, buy-sell agreements, raising capital or other third-party matters. Read more about our Valuations and Valuation Gap Analysis.
Step Two. Prepare – Preparation Precedes Success
The most important decision is whether to sell now or later. Once you decide to sell, we begin to professionally prepare your company before going to market. If you decide to sell later, we’re here to help you better prepare your enterprise to be in its best position with our Accelerator Program. Keep your foot on the gas while we handle all the details and minutiae, so you don’t have to.
- Our #1 Goal to get you the highest price possible. We will highlight your business as the most attractive opportunity.
- Saves time and effort and optimize time on market
Step Three. Market Your Business – Attracting Top Dollar
We carefully craft and execute a strategic marketing campaign focused on high-value buyers including investors, strategics and private equity. We extend our reach beyond local and regional buyers to include national relationships we have within the buying universe.
- Maintain Confidential Disclosures – we provide information about your company in carefully measured releases maintaining confidentiality.
- Strategic Messaging – confidential targeted campaign to the right buyers at the right time.
- Negotiate from Position of Strength – we influence your business case with impact from day one structuring your deal to achieve your goals and objectives.
Step Four. Closing – Master of Ceremonies
We orchestrate a successful conclusion for you at this critical stage from negotiations to closing. Every business case is unique and there’s no substitute for experience. There’s no perfect business, buyer or case like yours. We help maximize your proceeds, minimize delays and mitigate risks in closing your sale. We know what’s really at stake for you and your family:
- Ensure a smooth transition
- Secure most optimal terms
- Increase certainty to close
- Professionally represent your business
