M&A Services
Sell-Side Advisory
Expert guidance to maximize your business's value and ensure a successful sale or exit.
I provide comprehensive sell-side advisory services designed to enhance your company's valuation, prepare for due diligence, identify ideal buyers, and guide you through the entire transaction process to maximize value and achieve your exit goals.
Strategic Exit Advisory
Our sell-side advisory services help business owners and stakeholders prepare for, execute, and optimize business sales and exits.
Business Valuation
Comprehensive business valuation to understand your company's true market worth and set realistic expectations.
Exit Strategy Development
Strategic planning to enhance business value, identify optimal timing, and prepare for a successful transition.
Transaction Management
End-to-end transaction support from buyer identification to negotiations and deal closing.
Comprehensive Sell-Side Services
Our end-to-end sell-side advisory services guide you through every stage of selling your business or planning an exit.
Pre-Sale Preparation
Preparing your business for sale is crucial to maximize value and ensure a smooth transaction:
- Comprehensive business valuation and benchmark analysis
- Financial statement preparation and normalization
- Identification and resolution of potential red flags
- Value enhancement strategies implementation
- Development of compelling business narrative and growth story
Marketing & Buyer Identification
Strategic marketing to identify and approach the right potential buyers:
- Creation of professional information memorandum and marketing materials
- Development of buyer targeting strategy (strategic vs. financial buyers)
- Confidential outreach to qualified prospects
- Management of buyer communication and information disclosure
- Coordination of management presentations and site visits
Due Diligence Management
Proactive management of the due diligence process to minimize disruption and maintain deal momentum:
- Pre-emptive internal due diligence to identify and address potential issues
- Establishment and management of virtual data room
- Coordination of responses to buyer inquiries
- Management of expert advisors (legal, tax, accounting)
- Preservation of confidentiality throughout the process
Negotiation & Deal Structuring
Expert negotiation support to secure optimal deal terms and structure:
- Offer evaluation and comparative analysis
- Negotiation strategy development
- Deal structure optimization for tax efficiency
- Purchase agreement negotiation (representations, warranties, indemnities)
- Earn-out and seller financing arrangement structuring
Closing & Transition
Seamless management of closing process and post-sale transition:
- Coordination of closing documentation and requirements
- Facilitation of funds transfer and escrow arrangements
- Transition plan development
- Employee communication and management strategy
- Post-closing adjustment negotiation
Why Choose Our Sell-Side Advisory
Our experienced team brings specialized expertise and a proven track record to your business sale or exit strategy.
Owner-Centric Approach
We understand that selling your business is both a financial and emotional decision. Our process respects your vision and legacy.
Value Maximization Focus
Our proven methodologies identify and implement value enhancement opportunities before taking your business to market.
Buyer Network
Access to an extensive network of strategic and financial buyers across industries, increasing the likelihood of finding the ideal match.
Confidentiality Protection
Rigorous protocols to maintain confidentiality throughout the sale process, protecting your business operations and relationships.
Transaction Experience
Extensive experience across multiple industries and deal sizes, providing the insights needed to navigate complex transactions.
Business Continuity
We manage the sale process to minimize disruption to your operations, allowing you to focus on maintaining business performance.
Client Success Stories
See how our sell-side advisory services have helped business owners achieve successful exits.
Family-Owned Manufacturing Business Exit
Client: Second-generation family-owned manufacturing business with $15M annual revenue.
Challenge: Owners wanted to retire but had no succession plan within the family. The business had solid financials but lacked formal processes and documentation.
Our Approach:
- Conducted pre-sale preparation to formalize processes and strengthen management team
- Developed financial package highlighting normalized EBITDA and growth potential
- Created comprehensive information memorandum emphasizing proprietary manufacturing techniques
- Identified and approached 35 potential strategic buyers
- Managed competitive bidding process among 5 serious contenders
- Negotiated favorable deal structure with extended transition period for owners
Results
- Final valuation 35% higher than initial estimates
- Multiple competing offers allowed for favorable terms
- Structured deal with 80% cash at closing, 20% earn-out
- Secured employment agreements for key family members who wanted to remain
- Successfully closed within 7 months from engagement
- Established retirement security for founding family
"After 35 years of building our family business, making the decision to sell was incredibly difficult. The sell-side advisory team guided us through every step with patience and expertise. Their preparation work significantly increased our company's value, and their negotiation skills secured terms that exceeded our expectations. Most importantly, they found a buyer who respected our company's legacy and employees."
— Former Owner, Manufacturing Business
Ready to Explore Your Exit Options?
Schedule a confidential consultation with our sell-side advisory team to discuss your business goals and explore potential exit strategies.
Ready to Explore Your Exit Strategy?
Schedule a confidential consultation to discuss your business goals and explore potential exit strategies with our experienced sell-side advisory team.
What Happens Next
Confidential Consultation
We'll schedule a private discussion to understand your business, goals, and timeline for a potential exit.
Business Assessment
Our team will conduct a preliminary evaluation of your business and identify value enhancement opportunities.
Strategic Roadmap
You'll receive a customized exit strategy roadmap with clear steps and timeline for achieving your goals.
Engagement Planning
If we proceed, we'll develop a detailed engagement plan with defined milestones and success metrics.