Sell-side service
Our Sell-Side Process Includes:
We conduct a thorough analysis of your business to understand your strategic goals and objectives, and evaluate potential sale options. This includes developing an understanding of the market landscape, identifying potential buyers, and assessing the timing and structure of a potential transaction.
We work closely with you to prepare your business for sale, including developing financial and operational models, preparing marketing materials, and conducting due diligence on your business.
We leverage our national network and deep industry relationships to identify potential buyers and engage in targeted marketing efforts. We also provide expert negotiation guidance throughout the transaction process to ensure optimal deal terms and conditions.
We support you through the closing process, providing guidance on issues and coordinating efforts with buyers, legal counsels, and accountants to ensure a smooth transition of ownership by the targeted close date.
Why Choose Us?
Our team has deep industry knowledge across not only independent RIA sales but also intra broker deal sales, allowing us to provide tailored advice and solutions to meet your specific needs.
We have a national network of buyers and industry experts that we leverage to identify potential buyers and drive successful transactions.
Our team has extensive experience in M&A transactions, ensuring we provide expert guidance and support throughout the process.
We are committed to achieving the best possible outcome for our clients, and work tirelessly to ensure that our clients achieve their strategic goals and objectives.
Contact us to learn more about our sell-side advisory services and how we can help you achieve your strategic goals.