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Sell or Transfer

Top Sale or Transfer

One of the most significant and most important decisions of your life.

We understand that your business is a result of many years of sacrifice, and you’ve consistently worked through the good times and the tough times.  You need to find the right solution for you and your family.  And now you wonder...

Is the business as valuable as it could be?

Is it time to transfer to the next generation?

Am I better off selling to a third party?


You've got many questions and need trusted advice on how to make one of the most important decisions of your life.  We work with business owners every day and have the experience to help.

The right solution is a transaction that includes the right combination of:

  • Buyer Characteristics ("Buyer Fit")

  • Deal Terms and Conditions​

  • Price, Down Payment, Seller Note and/or Earn-Out Components

  • Taxation Considerations

Being involved in transactions over the years we have experience with different transfer mechanisms and structuring transactions that minimize tax obligations. Don’t let the IRS and State governments take more from you than what is legally owed.

Keys To The New Place

When it comes to a successful sale or transfer, process execution is crucial.

Our Process

We work hard to earn your trust by listening to where you have been, where you are now, and where you would like to be.  We execute with our clients on a proven process to get deals done. 


Here is what you expect when you engage with us:

  • Understand What's Important to You

  • Document Company's True Earnings

  • Agree on List Price for Business

  • Produce a Confidential Information Memorandum (CIM)

  • Initiate Marketing to find the Right Buyer

  • Ensure your Representation Team is Ready

  • Procure Due Diligence Materials

  • Review any and all Letters of Intent (LOI)​​

  • Manage Due Diligence and Sale Process

  • Review Transaction Documents​​

  • Coordinate with CPA, Attorneys, and Others

Contact us to talk about your next steps for Selling or Transferring your Company:


What is your plan for harvesting the wealth in your business?

  • Do you want to consider options to 'take some chips off the table' and yet still be involved for growth and a future larger reward?

  • Have you identified a specific opportunity to target exponential growth with the right partner?

  • Is there a buyer who could share synergies with your business operations to drive greater profitability?

  • Is there a member of your management team who would work well with your family member to take over?

  • Do you see market opportunities that could be leveraged by a strategic buyer?

  • Would your business be of interest to Private Equity Groups?

Sale or Transfer

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