Our M&A Preparation Services

Choose the right approach to help prepare your company for a profitable exit.

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Prepare On Your Own

Our online M&A Exit Prep Academy platform contains all of the training, tools and resources you need to work on your business exit readiness. This option works best for owners whose timeframe for sale is 12 months or longer.

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We Help You Prepare

We work together with you and your team to provide the coaching and guidance needed to accelerate your exit planning and avoid costly mistakes. This option includes access to our online training platform and regular strategic meetings and works best for owners whose timeframe for sale is 6 months or longer.

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We Prepare You

We do all the heavy lifting you need to prepare for a profitable exit quickly. This "done for you" option works best for owners whose timeframe for sale is less than 6 months.

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Check out our online training platform

Work on your business exit prep anytime, anywhere

Our online training curriculum covers everything you need to know to prepare your business for a profitable exit. Learn when you want, wherever you want.

  • Reliable and secure platform
  • Everything is perfectly organized in a step-by-step manner
  • Available online 24x7
  • Work on your business while you work in your business

Fanatical support from our expert M&A team.

Our customer service is second to none

Selling your business may be your most complex and stressful business experience, that's why we stand beside you every step of the way.

Initial Discovery

We'll conduct a thorough discovery to understand your business goals, M&A objectives, and competitive landscape, ensuring a solid foundation for strategic alignment​ and success.

Success Metrics

We'll establish key performance indicators (KPIs) and deal-specific criteria early on to measure the success of the M&A transaction, ensuring clarity on all deliverables​.

Project Leadership

We'll assign a dedicated M&A project leader and team who will coordinate across all phases, ensuring seamless communication, goal tracking, and accountability throughout the process​.

Ongoing Feedback

We'll schedule regular touchpoints with you to provide progress updates, review challenges, and recalibrate strategies to meet your evolving needs during the transaction​.

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+90 Years

Combined Experience

+90%

Deal Success

6-9 Months

Deal Close

105%

Sale to List Price

Frequently Asked Questions

Let's chat! Reach out to us for a free strategic discovery call.

How long does it usually take to sell a business?

The duration of a business sale typically ranges from 6 to 9 months, with various factors such as the state of preparedness of the business and prevailing market conditions playing pivotal roles in determining the timeline.

How is my business valued?

The value of your business is usually determined by looking at the EBITDA and applying a specific multiple relevant to your industry. Other important factors we take into account include the growth rate, market position, recurring revenue, and margins. We can help you with a professional valuation to provide you with a more accurate understanding, using various methods to achieve this.

What can I do to get the best possible sale price?

Clean financials, well-documented processes, and solid growth trends can make a consequential impact. Having two to three years of audit-ready financials and a clear growth plan can significantly enhance the appeal to potential buyers.

What tax issues should I be aware of when selling?

It’s important to remember that the way the sale is structured – whether as an asset or stock sale – can significantly affect your taxes. In some cases, it can result in a difference of as much as 20% or more in net proceeds. It’s crucial to talk with a tax advisor early on to ensure that you’re planning for the best outcome.

How can I keep the sale confidential?

Maintaining confidentiality is crucial. It begins with all parties signing NDAs and disclosing information gradually. Experienced M&A advisors can help manage this process to ensure your business runs smoothly throughout the sale.

What happens to my employees after the sale?

Most buyers prefer to retain key employees to ensure the business stays on track. However, this varies by deal, and you can negotiate employee retention agreements as part of the process to protect your core team.

Contact Us!

We're looking forward to speaking with you.

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