Getting Started

“Would you tell me, please, which way I ought to go from here", asked Alice in Wonderland." That depends a great deal on where you want to get to", said the Cheshire Cat.

Before we start, you should know what your business is worth, what type of transaction you should expect, and how the M&A process works.

We operate under the belief that: A business owner can only be ready to sell (R2S) when they know what it is they have to sell and what it is worth.

• Before we get started, we will “run the numbers” for you and give you our opinion of what a buyer will pay for your company and the terms you should expect.

• We will run financial models and provide details of previously completed “comparable” transactions in support of our pricing opinion.

• We will invite you to our office and walk you through an overview of how the M&A process works and the things you need to know when considering a sale.

• We provide the above “initial evaluation” as a courtesy to prospective clients.

• If our initial evaluation meets with your expectations and you decide to hire us, we will provide you with an engagement agreement to consider at that time.

• Once engaged, we need roughly 90 minutes of your time (for an in-depth interview) and some historical information to develop the materials we need to confidentially market your business.  

• We will be ready to confidentially contact prospective buyers within 10 days from our interview with you.

• Please contact any of us at 484-534-8600 to arrange for your evaluation. We will provide a singed confidentiality agreement before we get started.