M&A | Seller Advisory

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elling your company, divesting branches or packaging assets and liabilities for sale requires careful planning and execution. Through solid understanding of valuation methodologies, market timing and marketing strategies, we conduct a tightly controlled sales process while maintaining strict confidentiality and minimizing organizational disruption. Our services include:

  • Preparing a "Hold or Fold" assessment
  • Educating the Board of Directors on their fiduciary duties in the sale process
  • Defining goals to be achieved in the transaction
  • Determining a realistic range of fair market values for the transaction
  • Identifying potential buyers
  • Assessing and recommending a marketing strategy
  • Providing a buffer between transaction activity and day-to-day business operations
  • Preparing detailed sales memorandum describing the business
  • Contacting buyers, responding to inquiries, and organizing due diligence visits
  • Coordinating the receipt of offers
  • Analyzing competing offers
  • Assisting in negotiations
  • Providing for orderly transition through closing
  • Issuing a fairness opinion on the transaction

We welcome the opportunity to discuss these services, confidentially and with no obligation.

Seller Advisory