Helping business owners unlock value and find their freedom
Achieving Your Goals
LIMITLESS POTENTIAL
We understand the relentless dedication it takes to build a successful business, and we believe that every business owner deserves their chance at the American Dream. The next step toward fulfilling that dream is to understand and optimize your key drivers of business value, from the perspective of a buyer. Our team will then help you to navigate the intricacies of the selling process, ensuring a seamless transition while maximizing the value of your hard work. Trust us to be your reliable partner, celebrating your entrepreneurial spirit every step of the way.
Preparing to Sell
READINESS ASSESSMENT
Our process begins with a sale readiness assessment to determine your personal goals, objective business valuation, and sale options. While the sale of every business is unique, the fundamentals of readiness and value are the same. We are here to guide you on your selling journey.
IMPROVEMENT INITIATIVES
While you may be looking to exit your company and retire, it is important to remember that successfully selling your business may first require some fine-tuning. We work with you to elucidate the key drivers of your business value, and we action initiatives to increase that value, whether they be related to finances, reputation, IT, operations, or human capital.
DEAL EXECUTION
We work with an extensive network of business brokers, and we know how to present businesses to these partners in a way that attracts interest and offers. Once you are matched with a broker, we stay in your corner every step of the way through term sheet creation, due diligence, and transaction execution.
Partial Divestitures
DIVESTITURE READINESS
Our process begins with upfront due diligence, during which we review your entire business portfolio to analyze each unit’s performance and future relevance. Once we select the unit to be divested, we work with our business broker partners to market that unit’s unique value proposition to identify a suitable buyer.
GENERATING LIQUIDITY
Once you select a buyer from the prospects generated, our selected broker partner manages the entire deal process. We stay in your corner throughout the transaction, and we assist with de-integration activities to enable ease of transition.
FOCUSING ON YOUR CORE
With the divested asset now removed, managers can focus on core operations. The cash inflow can be used to capitalize on opportunities that better fit the niche in which your company holds expertise.
Understanding the Options
Most business owners are not aware of just how many different ways there are to structure an exit. We are fiduciaries with decades of creative monetization strategy experience, and our primary goal is to make sure that we align each exit type with the specific reasons behind the business owner’s decision to leave. We spend time getting to know every client and his or her individual needs, and we treat every relationship with the utmost respect, transparency, and confidentiality. Your goals become our goals.
Personal Asset Sales
ADVISORY SERVICES
Our advisors have decades of creative monetization experience and will work with you to develop the best possible plan for your alternative assets, in order to reach your goals.
SALES AND AUCTIONS
Depending on the sale strategy, we will either tap into our global network to find private buyers, or we will work with our partners at major auction houses to facilitate a higher-profile sale.
LENDING SOLUTIONS
As an additional liquidity tool, we work with several major financing institutions and can put together lending facilities that are secured against your assets.