Pre M&A

Our propriatary Pre-M/A Exit Planning process helps CEO Founders, Shareholders, & Business Owners maximize their enterprise value and monetization through succession planning, pre-sale planning, selling their business, transaction planning, exit strategies, estate planning, and tax strategies to protect and keep for most client's what is their life's work.

In our exploratory meeting, we'll focus on understanding your goals as a business owner and your vision for the business as well as discuss your current team of trusted advisors. We'll discuss your mission, vision, values, specific objectives, challenges, growth aspirations, financial expectations, and timeline. We aim to comprehensively understand your family and business goals to create a tailored strategic plan to help you achieve them.

After gaining a complete and thorough understanding of your family & business aspirations, we begin by comprehensively reviewing your financials, assess your current valuation and trajectory. We'll discuss critical areas like cash flow, net income, current industry multiples, and key drivers to your enterprise value. We'll identify challenges as well as optimization opportunities. At the end of this meeting, we should have clarity in the path ahead and mutual confidence in our ability to add value to your situation and effectively navigate the waters ahead.

After careful consideration and counsel, this is where our journey together begins. We will identify quarterly Key Areas of Focus and set your comprehensive plan to action. Since implementation is an ongoing process rather than a one-time event, we forge ahead with a project management approach. Our process is clear and vigilant in our quest to maximize your enterprise value and ensure you are prepared for what is on the horizon.