| • Business Search Assignments | • Business Sales |
| • Valuations and Appraisals | • Consulting, Exit Planning |
Business Search Assignments
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Business growth can be accelerated through strategic acquisition. Conversely, others find simplification through disposing of non-relevant divisions to be a source of hidden value. We can be retained on a consulting basis to develop options, strategies, and the execution of a plan to achieve targeted results. We also accept some engagements on a successful efforts basis and others on a combination, depending on the nature of a given project. Public Companies may find using our services helps maintain |
We also work with "first-timers". Making the transition from employee to owner can seem overwhelming, even to seasoned executives. We help simplify the process by providing quality candidates (companies) and help raise the capital resources, which may be required. This can include referrals of selected experts, financing sources, legal and accounting professionals to assist in the successful purchase of a business. Additionally our experience can help avoid expensive pitfalls and to keep things within a sensible budget. To our way of thinking, we can either build value for ourself or for someone else. It's similar to renting or owning your own home. The key is to buy intelligently.
Business Sales
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Once you are ready to execute your exit plan through the selling process we will assist you in presenting your Company to the best candidates so as to maximize your Company's value.
A successful business sale is the result of proper planning, identifying the best candidates, preparing the appropriate marketing collateral, executing a strategic marketing plan, preparing all the analytical data to satisfy the accountants, lenders and other professionals and to make constructive recommendations through the negotiating process while still maintaining momentum. |
We develop a unique approach for each project. We also respect our client's wishes regarding whom we contact and whom we do not. We find those parties that are best qualified and who are most likely to succeed after the sale. We are frequently asked to achieve maximum exposure while still maintaining confidentiality. Can an owner or shareholder do this as good as we can? Not likely. The first issue may be one of confidentiality. Selling a business requires a full time, focused and skillful effort. We are able to provide that full time, skillful and focused effort so you spend your time fruitfully running your business as usual. We have extensive experience and strategies for maintaining confidentiality and minimizing stress. The bottom line though, is we produce results!
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Whether you are considering buying or selling a business, knowing the true value is essential. I bring to the table fifteen years of experience in appraising and selling hundreds of businesses. I am further qualified by my CPA background, my appraisal accreditation (please see Broker of Record/President's background). I have also taught Business Valuations in the Masters Accounting program at Golden Gate University. Appraisal/ Valuations are useful for Buy/Sell contracts, divorce, trust and estates, and for lender applications. |
It is also another form of getting an independent "Report Card". Knowing the real value of an enterprise is especially critical for anyone pursuing the sale or acquisition of an ongoing business. We can be retained as a "client advocate" or as an "impartial expert." Knowing the value now can be invaluable in developing your exit strategy.
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Consulting, Exit Planning, Obtaining Working Capital, Value Building and Expert Witness Testimony – can be streamlined to your needs. Whatever challenges are before you, we (and our resource base) are available to add value and to help make things happen. Plain and simple! |



