Business Services
For business services companies
How We Help
We work with a variety of business services companies, including Accounting and Finance Providers (auditing, tax preparation and planning, payroll processing, bookkeeping, and advisory services), Information Technology companies, outsourced Human Resources, and Office Cleaning services. Seeking a corporate or private equity-backed buyer can be overwhelming, but we’re experienced with their process, terms, deal structures, and current market multiples. We know the ins and outs of the entire deal process and how to get you the highest offers with the least risk and best terms. By working with us, you can expect:
Higher Offers
A buyer won’t be able to low-ball their offer to you. We’ll make adjustments to your EBITDA that are important to corporate buyers and package your business to a targeted list of highly interested buyers.
Points to Negotiate
You’ll understand the points we can negotiate to get a much higher price for your business from consistent offers and serious buyers. We negotiate at every stage of the sales process.
Less Risk
A Plan
You’ll have a clear picture about what you can receive for your business services company and possible deal structure scenarios. Everything in the sales journey will be executed always with your best interest and goals in mind.
HOW YOU GET THE MOST VALUE
Experienced advisors to help with every step to selling your business.
You’ll achieve an exit to exceed your expectations. We’ve helped over 100 founders in your exact situation reach an outcome – all with a proven, timely, and organized process that we manage from beginning to end.
Introductory Call
Let’s meet! In this 30-60 minute call or video meeting, you’ll tell us about your business, background, current situation, and goals. We’ll share our experience and the current market trends for your industry. Timing is everything and we will provide guidance on the best time to bring your business to market.
Valuation Optimization
Our team works closely with you to prepare financial statements and supporting documentation. We highlight the nuances that can position your business more favorably with buyers and investors while conducting a comprehensive valuation. This step will determine the market value of your business and provide a path to how we can achieve your short and long term goals. Once you send us the necessary reports, you’ll receive a valuation within two weeks.
Marketing and Connection Building
Leveraging our extensive network and industry expertise, we develop a customized marketing strategy to target only qualified corporate groups and private equity investors. We create a confidential information memorandum (CIM) highlighting the key attributes and value of your business, which is shared with prospective buyers under strict confidential agreements. On average, this step takes 30 days.
Negotiation
As interest from potential buyers is generated, our team manages the negotiations and meetings with interested parties while ensuring that your interests are properly represented. We’re right with you the entire time, advising and answering questions throughout and ensuring your key goals are addressed.
Identify Buyer
Once a buyer is identified, we negotiate and finalize a letter of intent (LOI), outlining key terms and conditions of the transaction. We facilitate the due diligence process, coordinating with legal and other advisors to address any inquiries or requests for information. This includes the setup and management of a data room for all of the diligence material. From choosing a buyer to closing, it’s usually 45-60 days.
Purchase Agreement and Closing
We provide guidance with your counsel to ensure that all deal points are accurately reflected in the closing documents and facilitate the transfer of ownership and funds.
Elevate Your M&A Experience
We're founders too and we understand how exciting and stressful the process of selling your business can be. We ensure that you receive competitive offers and structures that align with your goals, to get your the results you're looking for. Let us handle the entire process for you, minimizing the risk of critical errors and guaranteeing an organized and optimized experience.
Elevate your expectations – get ready for higher offers and a smoother process working alongside our experienced team. Begin by completing this form and let's schedule an introductory call.