our unique process

Our unique process

Your Goals! Our Priority!

Have You Bridged the Gap Between Personal and Corporate Finances?

Working with a client’s advisory team – CPA, financial consultants, legal counsel – we focus on identifying the client’s quantitative
and qualitative objectives:

What is the business’s value range and those issues that impact value?

What is the business’s value range and those issues that impact value?
- Anticipated Net Value(s)
- Estimated Tax Implications
- Anticipated Transaction Fees
- Structure Implications – Stock or Asset Transaction
- Anticipated Value Range: Conservative, Target & Optimistic Estimates
- Anticipated Price Differential a Strategic Buyer (Competitor) or Financial Buyer (Private Equity firm) Would Pay
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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rbgcap.com | (602) 230 - 0444