OUR SELLER ADVISORY PROCESS 
  • Identifies Seller's Personal Goals 
  • Educates Seller on Sales Process
  • Improves Operating Performance
  • Creates Greater Enterprise Value
  • Develops Tax Efficient Exit Strategy
  • Locates Optimal Buyer or Partner
  • Manages Due Diligence for Seller
  • Offers Advice & Negotiates Final terms

Our Strategic Advice Creates Enterprise Value 

We provide advisory board and board member services to business owners in specific and unique situations. We usually accept an assignment to work with an existing owner to create value prior to an exit. Our advisory board remuneration for our clients (whether Sellers or Buyers) usually contains a time based cash fee and a success fee of options or warrants.  

 

In some instances, we may provide separately negotiated consulting services which may position us as the Buyer's long-term advisor. We maximize the value of the business at the time the owner decides to exit and are uniquely positioned to know the value of the company, the management team, operational strengths, potential acquisition candidates and current financial partners as an advisor to the buyer.

 

The Sales Process begins with helping the owner(s) describe and prioritize their personal and business goals which are achievable within the designated time period. Once these goals are agreed, we begin our engagement which may include any or all of the following:

  • Assessment of business and industry

  • 100 Day Operational Plan including detailed business model financial metrics

  • Detailed due diligence to confirm underlying strengths and opportunities

  • Build annual operating and capital expenditure budget

  • Strengthen the basic operational processes and systems 

  • Upgrade internal and external financial reporting

  • Strengthen balance sheet for maximum and rapid growth

  • Build strong relationships with the company’s lenders and financial partners

  • Create tax efficient exit strategies for Seller(s) and family members collaborating with tax and legal counsel

  • Develop an agreed exit strategy with Seller(s)

  • Identify Buyers who meet the owner’s financial and personal objectives

  • Manage due diligence process for Seller

  • Manage auction process, if appropriate

  • Negotiate final terms with Buyer collaborating with Seller's tax and legal counsel

Our compensation for our consulting services is primarily performance based and is tied to the company’s increase in equity value from the beginning of our engagement. This arrangement provides these advantages to the owner:

  • Preserves cash

  • Creates congruent goals

  • Retains long-term relationship with committed advisor

  • Maximizes value of business

  • Positions company for exit

 

Click here to see how we create value in preparing for a successful business exit.