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...

“BTS quickly located prospective buyers, obtained an excellent sales price, provided expert guidance and delivered it with a personal touch. Early on John Howe checked that I was prepared for life after the sale and that legal and financial council was lined up and ready to go when required. As necessary Ken Schaefer personally coached all players in the technicalities of the process, a team effort. I investigated several brokers before selecting BTS who exceeded my expectations in every regard.”

- Leander Nichols

Comptus