Consulting and Pre - Sale Services

Helping owners prepare for sale involves more than valuations. Our advisors have the experience and an extensive network of expert professionals to help you achieve your business exit goals.

Whether you are ready to sell, contemplating a sale, considering a generational succession plan, or preparing for a sale in the next several years, our team welcomes the opportunity to discuss your needs.

  • Benchmark Valuations (Strategic Planning, M&A)
  • Valuation Validations (Objective Third Party Reviews)
  • Expert Witness (Analyze Business Value Opinions of Price)
  • Forensic Valuations (Commercial Disputes)
  • Sale Preparation Advisory (Long-Term Planning)

With years of significant activity across the country we have developed a network of trusted professionals across a wide array of disciplines which can help significantly improve business operations well in advance of an exit.

  • Accounting and Financial Improvement
  • Process Improvement
  • Sales and Sales Management Development
  • Technology and Security Implementation
  • Management Consulting
  • Tax & Estate Planning
  • Generational Succession Planning
  • Human Resource Consulting & Outsourcing
  • Business Coaching

Private Equity Group Sale or Investment

While many business owners desire a full exit from their business, many times they are seeking investment and expertise from private equity groups (PEG’s) to take their business to the next level of growth. We are deeply connected to the private equity market both regionally and nationally. An acquisition by private equity may enable an owner to continue to play an active or semi-active role while taking a portion of their hard-earned equity off the table while retaining an equity stake. For some owners this can be the best of both worlds – monetizing (and banking!) a portion of their equity and being rewarded with a second payout when the business is sold by the private equity stakeholder. This proverbial Second Bite of the Apple may be appropriate for those business owners ready to let someone else take the reins while remaining connected to this business in varying capacities.

Learn more about our team.

All business sale clients receive complimentary business valuations and access to all of our business consulting resources.