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.

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What our clients are saying...

“It is a privilege to write a letter of recommendation on behalf of Business Transition Strategies. …As with any family business, negotiations need to be handled delicately and, as with any sale, both parties need to be satisfied with the end result. Quite frankly, without their help, this could not have been achieved. John Howe and Ken Schaefer skillfully analyzed the books and were able to bridge the gap between the sellers’ belief of what the company was worth and its actual worth. Their style is objective, straightforward, thorough and kind in the delivery of their assessment. After the sale was achieved to both parties’ satisfaction, John and Ken were hired to help with the adjustment of the acquisition and the financial health of the company moving forward. I can highly recommend this talented group of experienced business advisors to any company in need of clear and thoughtful company planning and adjustments.”

- Jane Longden

Decora