Broker Check

Pre M&A

Business Succession & Exit Planning with a goal of Maximizing your Monetization

Business Succession & Exit Planning with a goal of Maximizing your Monetization

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.

Serving business owners with over $1MM of Net Income interested in Optimizing their Monetization

Serving business owners with over $1MM of Net Income interested in Optimizing their Monetization

The ASE Monetization Process focuses on the Strategic Planning, Operational Planning, & Corporate Financie principles that ultimately lead to better outcomes for founders and shareholders looking to maximize thei monetization of their business.

Who We Best Serve

$1mm+
Net Income

$10mm
Gross Revenue

Planned Monetization
in 60 days to 3 years

Our Process

Explore

Explore

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.

Evaluate

Evaluate

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.

Engage

Engage

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.

Pre-M&A

Nicholas Sakellis

Nicholas Sakellis, CEPA®

Director of Corporate Development, M&A

Jordan Mouw

Jordan Mouw MBA

Financial Analyst