Once risk has been mitigated, enhancement initiatives have been implemented and unrealized enterprise value has been realized, the business should now be both attractive and ready for transition. At this point, a business owner will be in a position of strength and can decide whether to continue to grow the business or transition it.
A comprehensive list of both internal and external transition options will be reviewed by the owner and the advisory team. The appropriate option that supports the business owner and family’s vision will then be implemented by the advisory team.
We then, in collaboration with the advisory team, assist in the preparation for the transition process. Our services include:
- Creating the Slide Deck & Book Sales Package
- Business and Legal Due Diligence
- Transaction Advisory Support
This step in the process is critical to ensure the communication of optimal business value. We also control the flow of confidential information throughout the process to ensure minimal disruption and competitive advantage is maintained. The work performed throughout the process differentiates and elevates the marketability of your business over other businesses offered for sale.