Prepare and execute a comprehensive marketing plan to help them sell or recap their business to obtain the best outcome for all stakeholders
Help them acquire other private companies
Private Equity Groups hire us to:
Help them source and complete acquisitions of new platform businesses
Help their platform companies source and complete acquisitions of new add-on businesses
Assist them in completing their due diligence on opportunities they are considering
Our Exit Planning Clients
Lower-middle market private business owners hire us to:
Assess the business, analyze its attributes and financial performance, and objectively determine the owners' readiness for an exit
Determine an estimated "Range of Values" comparing its current state to "Best in Class" businesses in the industry
Work with our clients to recruit full the Exit Planning team, with deep subject matter expertise, such as estate/tax planning, legal, etc. and prepare action items based on personal and business goals.
Consult on an ongoing basis to help ensure plan execution and accountability
