Real Estate is not the only type of asset that Clients seek to sell or buy. Businesses are also valuable assets, but only once they have been built to where they no longer require the owner to operate them (due to having an experienced and capable leadership team working in their place). These businesses are also frequently the way in which Clients have built their initial wealth and also their excess cashflow that is available for investing into other assets.
The Business Sale Scenario:
Maybe you have spent a handful of years (or decades) creating a successful new business. Maybe you have labored over many decades to shepherd an existing multi-generational business into being an even more attractive and valuable asset. Maybe your situation is somewhere in between.
Regardless, there comes a time for many business owners, when they look to pass the baton to a new owner. Maybe they are seeking to retire, maybe they are seeking a new challenge, or maybe they are freeing up financial resources to back a vital new project or exciting investment.
We pull together the best team for your situation. We ensure that you engage the appropriate professionals of your choice, for valuation, mergers and acquisition legal counsel, CPA, tax attorney and any other necessary niche specialists. We then market your business, and any Real Estate properties involved, attract the best suitors and negotiate the best sale price and terms possible.
Regardless, there comes a time for many business owners, when they look to pass the baton to a new owner. Maybe they are seeking to retire, maybe they are seeking a new challenge, or maybe they are freeing up financial resources to back a vital new project or exciting investment.
We pull together the best team for your situation. We ensure that you engage the appropriate professionals of your choice, for valuation, mergers and acquisition legal counsel, CPA, tax attorney and any other necessary niche specialists. We then market your business, and any Real Estate properties involved, attract the best suitors and negotiate the best sale price and terms possible.
What to do with any associated Property:
When you have chosen to sell your business, and you also happed to own the Real Estate (one or more properties) that the business operates out of, you now face a choice: do you keep the Real Estate in your portfolio with the business continuing to pay rent for them while being operated under new ownership, or do you sell it/them with the business? We will help you investigate these scenarios, and a lot ultimately depends upon the wants of the best buyer that we find for your business.
Business Purchase Scenario:
Many people who have been financially successful in their large corporate careers, or those who have been successful in their investments, want to acquire a business to own for the next phase of their life (whether they want to actively participate in the running of it, or not, is maybe another thing entirely).
Some look to acquire an existing, stable and highly systematized business that they can own, operate and grow. Others look to acquire a struggling business that they can turn around and revitalize, all while adding significant value to the asset.
As businesses grow and expand, often it makes strategic sense to grow via acquisition in addition to pursuing organic growth. When this is the case, Companies seek to acquire strategically relevant businesses within specific targeted geographies.
We work to understand your needs and then screen the appropriate geographic market for available, as well as off-market, businesses. We then help you to assemble the team of professionals that you need in order to be able to properly investigate the most attractive candidates. Then we negotiate for you to secure the best price possible on the business that you want to acquire, and then make sure that you get to own it, if that is at all possible.
Some look to acquire an existing, stable and highly systematized business that they can own, operate and grow. Others look to acquire a struggling business that they can turn around and revitalize, all while adding significant value to the asset.
As businesses grow and expand, often it makes strategic sense to grow via acquisition in addition to pursuing organic growth. When this is the case, Companies seek to acquire strategically relevant businesses within specific targeted geographies.
We work to understand your needs and then screen the appropriate geographic market for available, as well as off-market, businesses. We then help you to assemble the team of professionals that you need in order to be able to properly investigate the most attractive candidates. Then we negotiate for you to secure the best price possible on the business that you want to acquire, and then make sure that you get to own it, if that is at all possible.
