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We help business owners understand the options they have in transitioning their business.
Retire
Get Maximum Value
Preserve your Legacy
Exiting and selling your business is often a once in a lifetime opportunity. The common priorities: retire, get maximum value and preserve your legacy, have trade-offs, and in an opaque market, it can be hard to weigh your options...or even know where to start. Whether you want to slowly transition out of your business or disappear to the beach, our team can be a guide to help you navigate your options.
Assess your options
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Sale strategy and planning
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Market insight
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Investment banker selection
Deal Execution
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Fractional CFO/Sell-side readiness
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Sell-side due diligence / Quality of earnings
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Transaction support
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