Sell Side Advisory

The biggest misconception we hear from potential clients is that they don’t want to sell because they’re not ready to retire. We call this a misconception because oftentimes there is significant growth years after a merger if the transaction involves the right structure and right partners. That being said we don’t believe it’s ever too early to start the process of looking at your future goals whether they may be near or long term. Planning and understanding how to achieve your goals is paramount to our process. We’ve had clients who we’ve consulted years before their exit plan and who have held equity/employee positions in mergers years after the initial outlay of cash. These equity positions can result in a tremendous return when a seller is ready to retire. The earlier you begin to understand the process, the earlier you can insure your employing best practices in your business model for future success.