Advisory Services
Succession Planning
Background
Know your options and the financial impacts.
Well before you make the decision to sell, we can help you evaluate all the different options and the financial and economic implications of each option. Valuing the firm, evaluating deal structures, working with potential buyers and preparing the company for sale to maximize your proceeds. The M&A process is just that, a process, and following a logical and orderly process is critical to success.
The Problem
What is my company really worth today?
Is it better to own & operate, retire and hire a new manager, or sell outright?
How much of the payment is contingent on future business?
Our Solutions
A valuation that models out all the main scenarios, the impact on the business owner, and the risk of the deal.