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M&A Strategy Session

If you are reasonably sure you wish to sell your business in the near term (1-2 years) but still have some key strategic questions to explore a BMA’s M&A Strategy Session is an effective way for an owner or family to gain a deeper understanding into the core issues surrounding the sale of their business.

We begin with some high-level discovery, assessments, and data collection. From there, we have a half-day meeting to discuss findings and work though issues such as, your personal and business goals, family concerns, current business value creation, potential buyer types, transaction and due diligence red flags, and potential exit options. Together, we will work through key Q&A and brainstorm ideas, consequences, and suggestions.

After the session a complete a write up of action items, concerns, and guidance is created for you. The results of this strategy session will call out key points and considerations regarding the sale of your business. The goal is to provide you with honest, sometimes unfiltered, feedback about how you and your business would present in the M&A market so when you enter the market, you do so from a position of strength.

Please contact us to see if a M&A Strategy Session is right for your needs.

M&A Strategy Session

If you are reasonably sure you wish to sell your business in the near term (1-2 years) but still have some key strategic questions to explore a BMA’s M&A Strategy Session is an effective way for an owner or family to gain a deeper understanding into the core issues surrounding the sale of their business.

We begin with some high-level discovery, assessments, and data collection. From there, we have a half-day meeting to discuss findings and work though issues such as, your personal and business goals, family concerns, current business value creation, potential buyer types, transaction and due diligence red flags, and potential exit options. Together, we will work through key Q&A and brainstorm ideas, consequences, and suggestions.

After the session a complete a write up of action items, concerns, and guidance is created for you. The results of this strategy session will call out key points and considerations regarding the sale of your business. The goal is to provide you with honest, sometimes unfiltered, feedback about how you and your business would present in the M&A market so when you enter the market, you do so from a position of strength.

Please contact us to see if a M&A Strategy Session is right for your needs.