Finally, if you decide to sell your business (or to grow it through acquisition), we help simplify the process.  If you plan to sell your business, grow your business by raising capital through private equity or mezzanine financing, or grow through acquisition you inevitably enter the world of Mergers & Acquisitions.

The key to a successful and smooth M&A process is to hire the right M&A advisers and to hire them early in the process. Studies have found that by retaining M&A advisers, privately held business owners may receive significantly higher acquisition values or raise more capital with the least disruption to their business than had they attempted to go it alone.

The M&A process is not only a science but also is an art. Keeping disciplined throughout all phases of the process is an important role that we serve.

If you're a closely-held family business, we understand the intense family dynamics that may complicate any transfer transaction.  We serve as an objective third party that can help mitigate stress and maximize a successful outcome.

Throughout the M&A process, our goal is to increase your return on your investment, expedite the process, collaborate with other professionals that are part of the deal, and allow you to continue focusing on your company's profitability. We may not necessarily do everything, but we make sure everything gets done! We will:

• Determine a price for your business to transact;

• Put together the “teaser” that will market the business and pique of potential buyers;

• Find potential buyers;

• Arrange for non-disclosure agreements to protect your confidential information;

• Create the confidential information memorandum (the "CIM" or “pitch book”) that explains your company’s unique strategic value;

• Attain a letter of intent;

• Negotiate the deal;

• Keep the process organized for a successful closing.