Our M&A Clients

​Private businesses hire us to:
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1) Prepare and execute a comprehensive marketing plan to help them sell or recap their business to obtain the best outcome for all stakeholders
2) Help them acquire other private companies

Private Equity Groups hire us to:

1) Help them source and complete acquisitions of new platform businesses
2) Help their platform companies source and complete acquisitions of new add-on businesses
3) Assist them in completing their due diligence on opportunities they are considering

Our Exit Planning Clients

1) Assess the business, analyze its attributes and financial performance, and objectively determine the owners' readiness for an exit
2) Determine the estimated "Range of Values" comparing its current state to "Best in Class" businesses in the industry
3) Work with our clients to recruit full the Exit Planning team, with deep subject matter expertise, such as estate/tax planning, legal, etc. and prepare action items based on personal and business goals.
4) Consult on an ongoing basis to help enrure plan execution and accountability