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.