About
Business Value
Business Optimization
Business Optimization
We develop an understanding of the value which is the cornerstone to creating an effective M&A Plan.
Business Optimization
Business Optimization
Business Optimization
Driving transferable value ensures a business is well-positioned for M&A activity.
Personal Plan Fit
Business Optimization
Personal Plan Fit
A sound M&A strategy aligns your business, financial, and personal goals.
M&A Strategy
Tax and Estate Plan Review
Personal Plan Fit
There are many transition options to consider. We work with you to develop the best strategy for your future and then make it happen.
Post M&A Plan
Tax and Estate Plan Review
Tax and Estate Plan Review
Many business owners have no post-M&A business or life plan. What is your business and personal plan intellectually, socially, physically for this next chapter?
Tax and Estate Plan Review
Tax and Estate Plan Review
Tax and Estate Plan Review
A comprehensive estate plan will ensure the wealth harvested from the sale of your business will be protected, distributed in a tax efficient manner, and fulfill your wishes.
M&A Strategy Implementation
Strategy Development
• Strategic Analysis
• Draft Marketing Materials
• Develop Market Map of Strategic Buyers
• Build Financial Model to Establish Valuation & Business plan
• Prepare Data Room
• Finalize Marketing Materials
Strategy Execution
• Contact identified buyers
• Distribute Teaser/NDA/CIM
• Draft management presentation
• Receive indications of interest (IOI's)
• Finalize & Schedule Management
• Presentations
• Finalize Data Room
Transaction Execution
• Final Due Diligence
• Legal Documentation
• Final Negotiation of Definitive Agreement
• Sign Definitive Agreement
• Regulatory Approvals
• Closing
Post Deal Support
We continue to advise you after the transaction is finalized with business advice and personal planning.
Contact Us
Better yet, see us in person!
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Lead Partner Capital M&A
Hours
Open today | 09:00 am – 05:00 pm |
