Assessing Your Options

There Are Really Only Two Main Options

Do You Want to Sell Now?

Do You Want to Sell Later?

Each option can be customized to individual needs and circumstances

We prepare a Confidential Memorandum for pre-screened, qualified buyers to review

We partner with related and external partners to deliver services appropriate for long-term planning

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Assessing Your Options

Several factors come into play when considering options to move forward. To be fair however, there are really only two main options, each of which can be customized to individual needs and circumstances.

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Do you want to sell now?

In a Sell Now scenario, you’re ready to take action and begin the process of selling your business. It is said Buyers pay for the business you’ve built and buy the opportunity that lies ahead. Our job is to present that opportunity in the best-possible light. We begin by taking a deep dive into your business to learn everything about the business necessary to position you for a successful exit from the business.

This includes analyses of financial statements, customer revenues, product/service revenue streams, working capital, employees, facilities, growth potential, marketing, customer reviews/surveys and your involvement in the business. From this information we prepare a Confidential Memorandum for pre-screened, qualified buyers to review.

Talk to an Advisor

Do you want to sell later?

On the other hand, perhaps you’re not quite ready, or your business is not quite ready. This puts you in the Sell Later lane, an open category if you will, one that gives you the time to get your house in order. That might include a need to increase the value of your business, or work on one or more of your value drivers that need attention or fill in the time gap between now and the future date you wish to be out. We work with business owners in all three situations. The important takeaway here is that you’re being proactive in knowing the value of your asset, protecting it if a sale date is in the future and growing it if that is your need.    

For Sell Later clients, we partner with related and external partners to deliver services appropriate for long-term planning. These include goal setting, financial forecasting, predictable revenue planning, management team assessment, operations assessment and exit planning.

Take the Readiness Score

Can we help you?

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