Mergers & acquisitions
Advice for owners who are selling and companies that are buying, from first valuation to final signature.
A sale worth doing well
For most owners, selling the company is a once-in-a-lifetime event. The work done in the months before a buyer ever calls has more effect on the outcome than anything said at the table.
We prepare the company, choose the buyers with care, and keep several of them engaged so price and terms are tested by real competition.
Buyers get the same steadiness: a clear brief, a thorough search, and patient negotiation.
Our M&A work
Each engagement is led by one senior advisor from beginning to end.
Selling a company
A full sale to the buyer best suited to pay for what you have built, through a competitive process.
Partial sales
Selling a stake to an investor while you keep a role, a voice, and a share of what comes next.
Acquisitions
A defined search for the right company to buy, including owners who have not put up a sign.
Management buyouts
Financing and terms that let your leadership team buy the business they help run.
Family transitions
Moving ownership to the next generation fairly, with sound financing and clear governance.
Divestitures
Selling a division or line of business while the rest of the company keeps its footing.
Four stages of a sale
Clear milestones, and a straight answer about where things stand.
- I
Readiness
Value range, preparation, and the materials buyers will need.
- II
Outreach
Confidential approach to a chosen list of buyers.
- III
Offers
Meetings, letters of intent, and negotiation.
- IV
Closing
Diligence, final agreement, and the transition.
Questions owners ask
What is my company worth?
There is no single number. Value depends on earnings, growth, risk, and who is buying. We give you a realistic range early, explain what drives it, and show which buyers are likely to pay toward the top.
How should I prepare my family and partners?
Early and honestly. Agreement among owners on goals, price, and timing avoids trouble later. We are glad to walk partners and family members through the process before it begins.
I own the real estate the business uses. What happens to it?
You have options. Many owners keep the property and lease it to the buyer, which creates income after the sale. Others sell it with the company. We help you weigh both.
Do buyers from outside our region pay more?
Sometimes. National strategic buyers and private equity firms often pay for a foothold in a new market. A good process makes sure they see the company alongside local buyers.
How do taxes affect a sale?
A great deal. The structure of the deal can change what you keep after tax. We work alongside your tax advisor and attorney so structure is decided early, not at the last minute.
Tell us about the road ahead
Whether you are years from a decision or weeks away, a short note is the best place to start. Your message is read by a senior advisor and kept in confidence.