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Business Evaluations
We have the expertise to evaluate your business in today’s market. Whether analyzing your performance or redefining your goals, we have the skills to be strategic in helping you evaluate where your business needs to go.
Business Valuations
Through our combined years of experience in business sales and acquisitions, we have the expertise to help give you advice in a valuation for your business. Whether for financing, deciding if the price is right to buy or getting ready to sell, we can navigate the numbers to see where you stand. While we do not give formal valuations to clients, we can aid in the process and have the close network connections to lead you to the right people who can.
Exit Strategy - Analysis & Planning
M&A transactions are complex. We assist in reviewing financial and operational goals and objectives for businesses seeking a merger or positioning themselves for sale. Whether a business is to be sold to family members, employees, or outside buyers, we assist owners in preparation for timely and successful transactions.
Financial Strategy and Funding
We have the strategic financial management skills to benefit our clients in creating profit for their business and ensuring an acceptable return on your investment. We have the long-term relationships in the banking and lending arena to guide you through refinancing loans or just navigating the funding process for a startup. We have the tools, knowledge, and connections to help.
Professional Support & Team Leadership
We are a professional and full-service team helping buyers and sellers from start to finish. We are a close-knit team actively discussing and helping each other with every business transaction: you essentially get five for the price of one! We furnish you with the team leadership and expertise to guide you through all phases of a transaction. Our team has qualifications in finance, management, marketing, real estate, and law, and through our personal network we can also assist in the selection of CPAs, lenders, attorneys, and other trusted advisors to represent participants.
