SELLER ADVISORY

We provide family-owned businesses with unbiased seller advisory services and handle all of the details, so owners can fully focus on leading their businesses during this critical process. We help our clients find the best fit among prospective buyers, and creatively negotiate a fair price and structure.

Our firm takes a fiduciary approach to every engagement, ensuring our clients receive objective advice based on our extensive knowledge and experience. Our services include:

Identifying and prioritizing potential buyers
Compiling and organizing financial data and other documentation
Preparing marketing materials and detailed financial models
Facilitating the due diligence process
Evaluating and recommending the best offer based on client objectives
Negotiating the final price and terms of the transaction

In addition, we add unique value by providing our clients with access to our extensive network of families and other long-term investors who have a track record of respecting an owner’s business legacy.
Rather than simply selling to a private equity fund or a competitor, we believe owners should consider family offices and similar investor alternatives, which can provide a superior fit for their business and a higher-quality ongoing relationship with the buyer.