Business Brokering.

SECURING YOUR SUCCESSFUL EXIT.

Let me help you prepare for and secure a successful exit by providing advisory, valuation, and sell-side services.

As a Senior Associate with ValueCap, based in New York, my focus is on empowering owners of small and mid-sized businesses ($2-20MM in revenue) to maximize value, create wealth, and protect their legacy. My team members are more than just advisors – we serve you as a trusted partner, guiding you through major transitions like selling your business or acquiring a new
one. On the sell-side, I help owners understand the value of their businesses and provide support to transfer that value to growth-minded entrepreneurs, family offices, private equity, and acquisition-minded corporations. On the buy-side, I help aspiring and established entrepreneurs identify strategic acquisitions that align with their goals and interests, whether through an existing business or
new franchise opportunity.

With more than 30 years of leadership and mentoring experience including creating, acquiring, operating, and selling multiple businesses, I have first-hand experience at every level of entrepreneurship. Having successfully exited a full-service advertising agency to a public company, I understand the complexities and subtle nuances required to market a business to prospective buyers and guide all parties through due diligence to a successful closing. My goal is not to simply sell your business though. It’s more important to help you answer critical questions to determine what drives value in your business and if there is an opportunity to increase that value prior to selling. The ultimate goal is a successful exit at the right VALUE and the right TIME. In some cases, that could mean a coaching engagement to create operational efficiencies and establish systems and processes – creating additional value and potentially a higher multiple for your business.

The Sell-side Process

The Process.

ADVISING YOUR EXIT STRATEGY.

I will help you navigate through the complexities of valuing your business, marketing it to qualified buyers, negotiating terms, coordinating due diligence and closing a success deal.

Initial Consultation.

The first step is a confidential, free call to learn more about your business and answer questions about our services. We will discuss your reasons for selling, how your business is doing, what drives value in your business, your role in the business, your timeline and expectations, and much more. The result is a determination of your specific next steps, which could be coaching, a valuation and/or sell-side engagement agreement.

Before taking any business to the market it is important to understand its market value. It’s more than just the numbers – many factors contribute to what a willing buyer might pay for your business. Utilizing multiple methods of valuation, taking an in-depth look at your business operations, and researching market trends for your industry are important parts of determining a defensible go-to-market price.

With a defensible price and established list of terms that a seller hopes to achieve, the next step is marketing. That begins with the creation of a confidential teaser that provides an executive summary and high level view of the financials without disclosing the specific business or its exact location. The opportunity is then marketed through multiple channels to gain the most reach possible. Coordinating non-disclosure agreements and vetting qualified buyers for our clients is a key part of the sales process. For approved buyers, a comprehensive marketing document that tells the “story” of the business is provided. The goal is to secure multiple offers leading to the acceptance of a letter of intent.

The acceptance of an offer is an important milestone and marks the beginning of the most critical stage of a deal – due diligence. During due diligence sellers will be sharing a great deal of additional information, while buyers perform in-depth evaluation of the financials, operations, staff, and more. It’s a challenging task to coordinate communication and activities with the buyer, seller, their attorneys and accountants, spouses, partners, and financial institutions. My role is to coordinate and ensure that these time-sensitive actions are completed to the standards of both the seller and the buyer, resulting in a successful closing.

The final stage is the Closing. At this point, all parties and their advisors will have reviewed the purchase agreement and supporting documents. My role is to help coordinate the closing, which may be in-person or virtual, and then ensure that both parties execute the required signatures and submit the financial payments to all associated parties.

Reach out today to learn about determining the market value for your business and options for taking it to the market for sale. Contact me at (918) 853-6310 or click the “Book Me” button below to schedule a time that is convenient for you.

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LET’S TALK.

Whether you have a specific need to discuss or simply want to talk about the challenges of finding a work/life balance, I look forward to talking with you. Submit your information below and I’ll be in touch soon.