Step 1 – Valuation & Positioning

Positioning Your Business For Maximum Value

We strive to become well-versed in all aspects of your business. What we learn is key to developing your Confidential Information Memorandum (CIM) which is utilized to introduce your company to all prospective buyers and generate offers above market norms.

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01. Gather Company Data

Gather Company Data

02. Build Deal Team

Build Deal Team

03. Pre-Acquisition Reporting & Analysis

Pre-Acquistion Reporting & Analysis

04. Consolidate Information

Consolidate Information

05. Build CIM and Data Room

Build CIM and Data Room

Every client engagement shapes our reputation. When hiring us, you can expect a tenacious approach to achieving your desired outcome. This occurs by relentlessly working to fulfill a client’s best interests, entirely advocating on their behalf, and meticulously managing the sale process.

Mike Moran | Partner, Executive Advisor