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Whether directly with the business owner or through their advisors, we assist small businesses with immediate and long-term strategies for the sale of a business, merger, or acquisition. We take a holistic approach to optimizing the transaction for both the seller and buyer, maximizing value and minimizing risk. Our hands-on approach helps smooth-out challenges and identify opportunities through every stage of the transaction life cycle - from strategy assessment, financial and operational due diligence, inventory & asset appraisal validation, and strategic business plan development to comprehensive business training and performance improvement. With our deep business ownership experience, we work with other owners to create lasting value.

Overview
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M&A and
Transaction Advisory

Optimize a transaction for both the buyer and seller while maximizing value and minimizing risk.

HOW WE HELP

How We Help

Buy-Side

M&A Advisory

Assist individual buyers, lower-middle-market private equity firms, and acquisitive corporations with analyzing, negotiating, and acquiring privately held businesses.

Sell-Side Preparation & Business Optimization

"Clean-up" financials and identify key value drivers and points of distress in the business in order to optimize performance in preparation for a sale.

Business Plan

Development & Validation

Evaluate all of the strategic, financial, operational, and managerial functions that are crucial to small business success, and endorse or identify modifications.

Business & Operational

Assessment

Take an unbiased approach in assessing all of the managerial, operational, financial, and asset functions to uncover challenges and unlock value.

Financial Modeling

& Analytics

Assess a small business and its viability through modeling and financial projections that help evaluate risk and opportunities across multiple scenarios.

Business Valuation

& Modeling

Carefully weigh opportunities with the economic and financial intelligence that is needed to make informed decisions prior to a business transaction.

Inventory 

Asset Appraisals

Understand the value of inventory and other assets by from taking a physical inventory to appraising its value to measuring the Net Orderly Liquidation Value.

Loan

Packaging

Identify the optimal capital structure that leads to maximum efficiency and return on investment and generate a pre-approved investor/lender package.

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