Buy and Sell Side Advisory

For business owners with an eye to sell, it’s not uncommon to find that upwards of 80% of their net worth is associated with their business. Yet according to the Exit Planning Institute only 3-4% of businesses will sell for their desired value…and that is if they sell at all. To put it simply, there’s a 97% chance that a business will not sell for what most business owners expect, want or perhaps need for retirement. We help solve for that gap through strategic advisory focused on increasing the valuation of your business.

For buyers, there is so much to consider when going through the process of merging with or acquiring another business. While there can be great reward down the road, it’s critical to prepare for and mitigate risk. Our team is dedicated to keeping the focus on helping you find synergies, aligning them to your business, and protecting the future cashflow of your investment through post merger integration support.

Business Valuation

Whether a seller or acquirer, knowing where you stand in regards to valuation is critical. Our business valuation group works with both buyers and sellers to help provide clarity on exactly which levers to pull to increase and protect the value of the assets being evaluated. By understanding the strengths and weaknesses of every business we can put focused attention on the areas that will create increased value for sellers.

For buyers, we not only use a business valuation to determine fair market value, but most importantly to take a critical look inside the business and identify risk. By understanding the current and expected trends within a given industry and the qualitative metrics that make up each unique acquisition target, we can make the necessary adjustments to ensure smart investments decisions.

Technology Advisory

No matter the size of an organization, technology is playing an increasing role in its importance to drive automation and reduce costs. Twenty years ago small and mid-market organizations had no chance of competing with the technology and scale of large organizations, but today that is not the case. Implementing and using world-class technology is more affordable than ever and it can drastically increase the value and efficiency of every business.

We help organizations evaluate, negotiate and implement new technologies that increase productivity, competitiveness, speed-to-market and business agility. When business owners leverage technology to its fullest extent, profitability improves, risk is reduced and enterprise value grows.