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We're Engaged

We’re engaged- at every level. Are you? When we take on a client, our mindset is that we are a part of the client’s team and organization.


We don’t take the relationship lightly. We don’t look at it just for the $ involved.

We want the client to be super successful in the business all the way to the transaction / business sale event. If it’s helpful to the client, we offer management advice that isn’t directly related to the transaction process, although it does help with maintaining the business sale value.


We know that selling a business is emotional and that owners want consistent communication with updates on progress. And so, we schedule weekly phone calls to review status and address concerns or challenges. We also manage relationships with CPAs and Attorneys to lighten the client’s load.


How about you? Are you engaged for your client’s success at a deep and relational level?

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First Impressions Matter

A potential buyer and his spouse are visiting your company for the first time. What will their impression be? The building and its signage are visually satisfactory. There is visitor parking and the a

What will your next business card say?

When we meet with a prospective client who is considering the sale of a company, we ask what is going to be on their next business card. Why? Without a plan moving forward, the seller may have ‘seller

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What They Say About Us

"I can’t begin to express how grateful we are for your help and guidance with the sale of our business.  You managed to lay out every step we needed to do.  You found us the perfect buyer and held our hands to the very end. When we look back on the whole experience, we realize that it could have been a nightmare without you.  We felt as though you were always by our side to either answer questions or to just calm our nerves.  We would highly recommend you to anyone looking to sell their business. Your experience and knowledge in everything from valuation to marketing to execution of all the little details made all the difference."

Home Services Cleaning Business (Seller)