"Our duty as [wo]men is to proceed as if limits did not exist...





...we are collaborators in creation."
Pierre Teilhard de Chardin

Our Process & Approach

Over 25 years of experience and over 120 successful engagements have resulted in an effective, proven process for selling your business to the right buyer for the best price. After many years of working with owners of companies who initially express interest in selling their businesses, we've learned the importance of approaching each prospective engagement as a dialogue. Critical to our decision to engage a client is an assessment of values alignment and mutual expectations.

Almost by definition, entrepreneurs invest their very life force into their businesses. The potency of the drive required for an individual to own and run his or her own business must be matched with a team of advisors with a deep breadth of experience in business transactions, and whose expertise includes exceptional creativity and openmindedness.

Once we and a prospective client agree to work together, we engage a proprietary 5-step process to determine the appropriate course of action. The first step involves the collection of information to assist in an in-depth evaluation of the business, as well as to clarify short- and long-term goals of the business owner.

After review and discussion of the results of step one, we mutually decide if further steps are warranted in pursuit of the sale of the business. An alternative might be defining and implementing specific actions to improve business value for a future sale. A well-defined exit or succession strategy could be a result of the completion of this first step of our process.

If the decision is made to continue with the sale process, we proceed with step two of the process. We develop a business valuation to determine an economic value range for an asking price for the company. This valuation takes into account current trends in the economy as well as the sale and acquisition market, industry and competitive trends, and important qualitative factors that affect business value.

Step three in our process is the preparation of a confidential offering memorandum, which is created to facilitate discussions with qualified corporate buyers around the world. Upon completion of the offering memorandum, step four is a confidential search for qualified, serious buyers for your business. We typically create a customized search, based on the several factors, such as geographic criteria and current workforce considerations, to find strategic best matched strategic buyers. In addition, we utilize our comprehensive data base of national and international buyers and supplement this other targeted inquiries which, based upon our experience, are focused on growth through acquisition.

Step five, the last step, includes assistance with negotiations, advice on structuring the deal, preparation of letters of intent and purchase and sale agreements, and coordination of transaction details through the closing.

Please contact us for more information or a personal follow-up with one of our Advisors.