Our firm offers a comprehensive set of business services for the valuation and the sale of privately held, mid-market firms.
Representing Business Sellers
For most owners, selling a company is a once a lifetime event. As a matter of fact, a recent IBBA study suggests that “75% of owners have no idea how they will exit from their business.” Most business owners have simply no transactional experience and can ill afford to make significant errors in this process.
Our firm’s broad experience with over 1000 affiliated M&A professionals in the field and collectively more than 100 years of transaction experience in this office will provide the best results to potential business sellers. We are a full service firm, providing advisory services from the very first interview to the final closing.
Business valuations are essential as the first step in attributing proper value to a business. Our firm urges sellers to have a valuation performed by an independent, third party before selling, because buyers do not consider sellers “as serious” if such appraisal has not been put in place.
We strongly recommend against using valuations from “in-house’ valuation departments of business brokerage firms because such valuations are not only subject to conflict of interest scenarios but they are also not considered as objective by investors.
In addition to typical business transfer valuations, we can help to facilitate valuations for estate planning, IRS matters, partnership conflicts, and financing requirements. Quite often we are contacted by law firms, accounting firms or other professional firms asking for our assistance.
On occasion, a business needs turn-around advisory services to put the company onto “firm ground” before a business transfer makes sense. We provide time limited, project defined assignments for this purpose with our professionals or by finding a highly qualified business coach.
Our firm’s principal has extensive project experience with international consulting assignments for a Fortune 500 company, having worked in teams alongside such prestigious firms as Boston Consulting Group and McKinsey and Company.
Transaction Advisory Services
We support business parties in non-traditional transactional matters such as leveraged buy-outs, selling to management members or transactions between partners within partnerships. This can also include family transition plans as it pertains to a business.
Most of these transactions require financing where we can draw from our extensive list of contacts at numerous regional and national lenders. If specific tax planning is required, we can again draw upon any one of our numerous, highly qualified professional contacts in the field.
Targeted, Specialized Investor Search
We provide a proactive acquisition program for serious investors, which is considerably more sophisticated and efficient than traditional methods such searching websites or looking in newspapers.
Our initial step would consist of inserting an investor’s specific search criteria into our national MIS, effectively putting the request in front of 1,000 professionals who are in daily contact with a vast number of business owners throughout the country.
This proactive acquisition program will ultimately identify significantly more interested sellers than can be found currently “on the market” from a more traditional approach.