We follow the most Comprehensive Approach to transitioning your company:

Exit Planning interview. This first step to determine... What your company does, Who are the customers, How does an owner benefit, Why would someone want to buy it.

Valuation. A deep dive into both the financials as well as the unique value drivers of your company to determine a market price that is realistic and logically defensible to sophisticated buyers.

Confidential Offering Portfolio. An attractive and comprehensive history of the business highlighting all operational and financial aspects and general information a buyer needs to lean-in for a decision to bring in an offer. We work in concert with you to publish this portfolio only for prospects who have qualified as to capabilities and sincerity.

Marketing Plan. Supported by accurate documentation, our listings are exposed to all active web market platforms, Multiple Listings, as well as direct phone, email and letter notifications to potential buyer candidates and connected persons in our data base. Our reach is very proactive. We generate the activity toward the listing.

Manage the Deal. We are the go between for negotiations. We facilitate the offering and due diligence process, recommend attorneys and lenders as necessary; working closely with you all the through to closing.