Working with a client’s advisory team – CPA, financial consultants, legal counsel – we focus on identifying the client’s quantitativeand qualitative objectives:
When is the right time to sell?
What tax planning opportunities might meet your goals?
Is your business positioned properly for a potential transaction?
Is there a concern regarding potential impact on corporate culture?
What net financial results are required to meet financial objectives?
Who are the potential acquisition targets and what are the implications of seeking them out?
Is there a management team that you would like to participate in a transaction? (Management Led Buyout)
Do you want to sell 100% of the business? Does a partial sale or “recapitalize” of the business which the client “takes chips off the table” but retains a meaningful equity stake going forward (eg. 20% rollover)?
These and a host of other possible unique goals & objectives should be addressed in the initial stage of a transaction. There is more to maximizing value for the client than simply negotiating the highest price.
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