Consumer Services

for consumer services companies

How We Help

We advise founders from a variety of consumer businesses, including Medical Spas, Dog Daycare and Boarding, and Funeral Services. In these types of businesses, there has been much interest (and capital) from private equity-funded platforms. You may have already received an offer for your business and it’s most likely not the highest or best offer given market activity. We’ll run a competitive process for you with only committed buyers, negotiating the highest offers with favorable terms. 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 on your business sale, 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 private equity-funded platforms 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

You’ll have less risk in the entire transaction because our financial model is more accurate than what other brokers provide or if you sell on your own. We’ll guide you to avoid common mistakes which could cost you in the long run.

A Plan

You’ll have a clear picture about what you can receive for your business and possible deal structure scenarios. Everything in the M&A journey will be executed always with your best interest and goals in mind.

Discover Your Company’s Value

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.

Discover Your Company’s Value

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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.