Seller Services

The scope of each sell-side assignment varies depending on the goals of each business and board. Sales discussions can range from resolving family business succession issues through complete divestitures, to providing business owners with liquidity and or business diversification through minority or majority equity recapitalizations or joint venture projects.

We provide a variety of services with fees tailored to meet each business's needs. We know the small cap sector and are able to be creative with how we can assist clients.

Expertise makes a difference. Your firm has a reputation and a value based on that reputation. Our process of due diligence, market investigation and valuation will eliminate any unknowns in the process

The typical process includes: 

• Explore goals and review the available alternatives
• Review the timeliness of the transaction
• Educating the client about the issues and timelines in completing a transaction
• Discussing valuation parameters
• Assess the company’s strengths and weaknesses
• Analyze the company’s historical earnings and projected future performance
• Review the company’s operations and management infrastructure
• Researching the company’s industry and competitors
• Maintain confidentiality during the process
• Insulate management from the marketing effort, allowing it to focus on operations
• Introduce, as necessary, competent legal and accounting expertise
• Assist management during buyer due diligence
• Address sensitive issues such as employee continuation, representations and warranties, and transactional issues