Confidential Sale

Blue sign hanging at the glass door of a shop saying:

Although our clients endeavor to achieve a full value deal in an expeditious manner, they care as much about preserving their care legacy and leaving their “baby” in good hands.  As such, the best outcome is as much about the operator as the offer.  The risk of a misfit is considerable – impacting employees, families and referral providers.  Our team of valuation, operational, and deal execution experts is here to ensure the sale process is highly effective and efficient resulting in a top-dollar deal from a top-notch operator.

Getting Ready

All our clients seeking to sell their business go through our rigorous Discovery & Sale Initiation Process where we analyze the key metrics of your business (Financials, Tax Returns, Client roster, Reputation, Staffing, etc.) to ultimately deliver an Offering Price Recommendation (OPR) to take the business to market.

Going to Market

Once you’ve decided to proceed with a sale, we recruit prospective purchasers using a variety of digital (e.g. BizBuySell, DealStream, Indeed) and traditional marketing approaches (e.g. direct mail, email),  We use a multi-step process of interviews and data gathering to thoroughly vet their financial fit, operational fit, and fortitude fit.  The goal is to attract two or more qualified and motivated prospects that have the ability to go the distance and pursue your opportunity concurrently.  A competitive process among multiple prospects ensures a full-value deal from a top-notch operator, and a backup plan should the deal fall through.  We are with you every step of the way from sale preparation to sale initiation and deal execution.  Only when the deal is fully funded do we consider the mission accomplished.

Confidentiality

Confidentiality during the sale process is vital to avoid disruption, and we take that responsibility very seriously.  We only share confidential information with thoroughly vetted prospective purchasers who we trust, and who are legally bound by a Non-Disclosure Agreement.

What’s the Next Step?

To inquire about our confidential sale services, call 314-464-3900 or toll-free 888-408-9087 or fill out our contact form.