Our Services

  • This service can be tailored to suit varying levels, from a casual and informal approach to a more comprehensive involvement to improve operations.

    Deciding to Sell and Exploring Exit Options: Desired Sale Price, Time-Line, Post Sale Involvement (if any).

    Structuring Strategies: Asset Sale, Stock Sale, and Employee Stock Ownership Plan.

    Understanding Different Buyer Types and Their Influence on Outcomes: Strategic vs Investment Buyers, Private Equity, Home Office.

    Evaluating the Impact of Business Size on Valuation.

    Enhance Business Value: Improving Profitability, Diversifying Revenue Streams, Reducing Costs.

    Build a Strong Management Team.

    Normalization of Financial Statements for Accurate Assessment: Seller Discretionary Earnings, EBITDA.

    Analyzing Cash Flow Metrics for Performance Measurement.

  • This service is a one-year exclusive engagement. I will provide discreet, objective counsel, and valuation advice.

    Business Valuation: As a CBI* My valuations can be defended as I am a knowledgeable, invested, and dedicated brokerage professional.

    Strategic Marketing: Make the use of effective marketing information through many channels.

    Buyer Qualification: Only qualified and likely buyers—-the owner’s time is not wasted.

    Due Diligence Support: As your advisor, I know what requests are reasonable.

    Negotiation Support: Financial and Term Sheet Structuring:

    Creative structuring could make a deal happen.

    Closing and Funding Support.

    1. You deserve to get the best price for your business.

    2. The sale of your business needs to be confidential.

    3. You need to stay focused on running your business.

    4. Business brokers know where and how to market your business successfully.

    5. Business brokers have an extensive database of buyers looking to purchase.

    6. The sale process is not often straightforward, and business brokers can help with the details of paperwork.

    7. You will dramatically improve your chances of sale completion with professional support.

    8. With an NC Real Estate License (as I have), businesses with real estate can be sold with minimal conflict.