Confidential Sale

Although our sale clients endeavor to achieve a top dollar outcome, they care as much about preserving their care legacy and leaving their “baby” in good hands. The risk of a misfit is considerable – impacting employees, families and referral providers. Our team of intake and outreach professionals thoroughly screen prospective purchasers using our “4Fs” assessment- Focus, Fit, Fortitude and Financial. The result is often in a top-dollar price from a top-notch operator.


Business Valuation and Marketability

Whether our sale clients seek to sell their business in the near term, or a few years down the road, they all go through our Exit Planning & Sale Preparation Process. This process provides the client with a Business Valuation, Marketability Assessment, and recommendations to make the business more valuable, attractive, and prepared for market.


Going to Market

Once a sale client decides to explore a sale, the goal is to attract two or more qualified and motivated prospects that pursue the opportunity concurrently. A competitive process among multiple prospects ensures a top dollar price from a top-notch operator, and a backup offer should the original endeavor fall through. We are with our clients every step of the way from sale preparation to sale initiation and deal execution. Only when the transaction 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 us at 636-530-6800 or complete our contact form.

Are You Ready for a Confidential Call?

Whether you are a Motivated Seller ready to sell now or a Strategic Seller planning to sell later, we can show how to optimize the outcome by maximizing the sale price, minimizing the associated taxes, and mitigating your post sale liability.

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