M&A | Seller Advisory


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