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...

“Skip and I continue to be grateful for all you have done to make the sale of Pure Flow come to fruition…your expertise, character and perseverance.”

- Mary Iltis, Seller

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