The Process

Identify Clear Objectives

We help you develop a clear understanding of your strategic objectives. This includes your desired return, timing and interest in future involvement. We also prepare you for life after closing.

Develop Analysis and Valuation Package

We give you an accurate determination of your business' value to ensure that you're properly compensated for your years of hard work and personal investment. We analyze several factors, including normalized earnings, appropriate 'add-backs' and future growth potential.

Decision to Hold or Sell

If the strategy outcome determines to market your business for sale, our long-term business experience will help you determine whether the timing is and price is right. We may recommend an alternate strategy to achieve greater value in order to maximize this "once in a lifetime" opportunity.

Conduct Confidential Business Review

This comprehensive review, which is approved by you, presents your company's growth story. We will highlight strengths, identify opportunities and defend your company's future earnings potential.

Develop Strategic Marketing Plan

Our team will develop an extensive marketing plan customized for your company. Our research staff locates the high net worth individuals, the private equity groups and the strategic companies in acquisition mode who are appropriate to your business. Your business opportunities can reach these qualified buyers all over the world.

Implementation of Marketing Plan

Your marketing plan is executed and prospects are screened to protect your confidentiality. We lead and coordinate all conferences, site visits and negotiation sessions until a satisfactory agreement is reached. We create a competitive bidding environment, getting you the maximum value for your business.

"To Sell" Closing of Sale

Our professional administrative staff works with both the buyers' and the sellers' attorneys, accountants, lenders, title companies, and if need be, environmental consultants and government regulatory agencies to ensure a smooth and timely closing.