Knowledge Base
Selling your life's work is a very complex and nuanced process - we simplify it for you!
Resource Library
The amount of information to understand in selling your life’s work can be overwhelming. We curated a library of the most common topics, concepts and processes answering the various questions owners have and how-to approach each step along the way.
The Process
Our #1 job is to get you the best possible offer at a great value and sale structure – creating competitive friction to achieve that best offer in a secure and confidential process producing the results you must have!
Goals & Objectives
It’s critical for you to look beyond the monetary value of your business to what those proceeds provide for you, your family and your employees. If you only focus on maximizing to the last dollar, you will eventually be disappointed.
Preparation
You have worked hard to grow your business, and you should be awarded the valuation you deserve. When you put yourself in a potential buyer’s shoes, you’ll see your business with fresh eyes.
Readiness Planning Checklist simple, practical & powerful advice to prepare your life’s work for transition or sale and exit.
Price v. Value
The most important distinction between price and value is the fact that price is arbitrary and value is fundamental. Price is what a buyer is willing to pay. Value is fluid and your hard work demands a valuation you literally can bank on.
Your Dream Team
Preparing your business for sale is made easier with the help of an advisory team – Legal Counsel, Tax Guidance, Accounting Expertise, Wealth Advisor et al as required. Lay the groundwork early to lead and direct other advisors to your goal – a successful sale!
Confidentiality
A relationship built on trust, respect and loyalty establishes an efficient exchange of sensitive information. As your M&A Advisory, our adherence and proven strategies to a standard of reasonable care ensure your case is confidential from beginning to end.
Marketing
The best marketing strategy is a profitable business attracting buyers willing to pay top dollar! Here are the most effective ways to confidentially market your business for sale.
IOI & LOI
The Indication of Interest (IOI) is an essential starting point – the first note in a symphony – setting the stage for a competitive process. The Letter of Intent (LOI) is the most important document in your sale forming the basis of your transaction.
Due Diligence
The never-ending proctology exam to those unaware and unprepared. The process of scrutinizing the financial, legal, and operational facets of your life’s work. We ensure you’re totally prepared and your case won’t die!
Deal Structures
The Terms & Conditions to a mutual agreement for your business case. This process of prioritizing the objectives ensures the top-priority objectives of all parties involved are satisfied along with accounting for the risk each party must accept.
Closing
The emotional and financial execution of the sale of your life’s work. This section involves the legal contract between buyer and seller, negotiating the purchase agreement, earnouts, rollover equity to resolving post-closing disputes.
Transition
From officially transferring your business to the buyer at closing, understanding transition periods, logistics & mechanics of the hand-off to letting go of your business and entering your next chapter.