The Value We Bring
Understanding Your Objectives
We will have a confidential discussion with you, and perhaps family members and/or other shareholders, to understand your desires and needs, from a business, financial, and personal perspective. Understanding the many considerations is critical for managing the process most advantageously, and optimizing the deal.
When appropriate, we will bring a special counselor whose gift is to ensure that all parties' needs are considered. Her contribution is especially valuable when sensitive family or shareholder issues are at play.
Seeing Your Company Through Buyers Eyes
Part of the value we bring is the ability to see your company through the eyes of a buyer. Building upon our professional expertise, this understanding is developed from in-depth learning and analysis of the company, combined with independent research of the market, its dynamics, risks and growth opportunities.
We will then "package" your business in such a way that we present the most compelling messages about it to the "highest and best" potential buyers.
Rigorous Business Process and Disciplines
We bring rigorous processes and numerous attributes to optimize transactions and maintain confidentiality.
- Understand the financial and non-financial needs of business owners
- Business valuation skills and value-engineering strategies to increase value
- Contact network of different buyer types
- Marketing with the right message to the right potential buyer in a confidential manner
- Market exposure by presenting business to competing buyers to maximize the price (when possible)
- Driver of the process and ability to facilitate the process with your other advisors
- Owners can focus on the day-to-day operation of the business and not be distracted from running it
- Emotional buffer between buyer and seller
- Negotiation skills to help achieve the best price and terms, including how sale is structured for tax purposes
Working With Your Team of Advisors
Transaction success is optimized for both sellers and buyers along the dimensions of company valuation, financing and tax structure. Part of our role is to manage the interaction between buyers and sellers to achieve the optimum deal structure that results in agreement and closure.
We strongly prefer to involve your outside advisors throughout the process. Doing so is in everyone's best interest.
Resulting In A Higher Sale Price
A professional association to which we belong, M&A Source, commissioned a study of people who had sold and bought companies, using an intermediary. The result was resoundingly clear that intermediaries bring tremendous value to the process, to both sellers and buyers.
It is especially important for sellers to note that the higher sale price that a professional intermediary typically is able to obtain, compared to a sale not using one, more than pays for the transaction costs. Click for a summary of the study.
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For Sellers 
