We have a unified, multi-disciplinary team of in-house investment banking, and consulting to provide a complete and comprehensive sell-side solution to our clients. Our diverse team of professionals advise and assist private business owners in selling their businesses, procuring capital and assessing the value of their businesses.
In addition to selling businesses to strategic and financial buyers, our team can execute sales of all or a portion of a business to its management team and employees using sophisticated and customized Employee Stock Ownership Plan (ESOP) buyout and M&A strategies, creating a tax-effective, dynamic and staged succession plan for business owners. While you may already have relationships with established banking, and accounting professionals, our team has unique skills that will augment your existing advisor’s experience to get a transaction completed on time, on budget and with maximum value to shareholders. Through our ESOP third-party administration practice, we are able to maintain an ongoing relationship with the businesses we have served.
