M&A Tip- Make Sure We Know Your Goals

It’s a good idea for owners to be clear about their goals when discussing the sale of their company with the M&A advisor.

Beyond price and deal structure, there may be other priorities. Do you want to protect your employees? Is a long-term lease of the facility critical? Minimize your post sale transition role?

If there are elements to a sale that are particularly important to you, we can incorporate that into early conversations with buyers and ask them to address your concerns in their letter of intent. This helps ensure you’re negotiating with buyers who are the best fit for all your key priorities, not just price.

What our clients are saying...

“Regarding our working relationship with Business Transition Strategies. After 32 years of continuous growth we hit 2009 & 2010 and like many companies we went flat and in 2010 had our first loss. At this point we knew we had to make changes if we where to succeed in this new economic environment. Business Transition Strategies (BTS), particularly John Howe and Ken Schaefer, were brought on as consultants. The BTS team came in, evaluated everything in a professional and thankfully non-threatening manner. They interacted with all employees and our professional partners. Once this was done they presented their findings to the executive group and gave very specific suggestions for improvements. This done and a plan in place, John & Ken continued to help us move forward and implement changes and make adjustments where needed. I am happy to say we are back to being a growing and profitable business and I believe BTS played a big part in making this happen. I would recommend to anyone that they include BTS as part of their business plans for the future.”

- Christina

Advisory Client