Sell-Side Representation

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Extensive Investment
Banking Experience

We realize that making the decision to sell can be among the most difficult decisions for owners. Our team will thoroughly explain this process and how it works to help put you in the best favorable position to conduct a sale.

Your optimal outcome could be to sell at the most favorable price or to identify a buyer who best fits the culture of their business that will care for their company. Ideally, we can help you identify a buyer who accomplishes both of those goals.

Transition Blueprint Decisions

  • Discussion and understanding of your objectives
  • Realistic assessments about the likelihood of attracting the ideal buyer
  • Detailed analysis of your business and financials
  • Development of targeted lists of potential buyers which man best fit your goals

Implementation Steps

  • Preparation of a Confidential Information Memorandum that summarizes your business
  • Manage the non-disclosure agreement process on behalf of our clients
  • Provide buyer introductions and facilitate buyer meetings
  • Conduct initial negotiations and review all offers for the business

Transaction Qualification Steps

  • Work with buyers, investors, and legal counsel throughout the LOI process
  • Conduct buyer due diligence
  • Work through details of final negotiations, if needed
  • Schedule and attend the closing meeting

Post Transaction Options

  • Work with the company, management team, and the buyer/investor on a post-transaction basis to assist with the post-closing issues
  • Provide personal planning and guidance on the assets to invest