Confidential Sale

Although our clients endeavor to achieve a full value deal, they care as much about preserving their care legacy and leaving their “baby” in good hands. As such, the best outcome is as much about the operator as the offer. The risk of a misfit is considerable – impacting employees, families and referral providers. Our team of valuation, operational, and deal execution experts is here to ensure the sale process is highly effective and efficient resulting in a top-dollar deal from a top-notch operator.

Business Valuation and Marketability

Whether our clients seek to sell their business in the near term, or a few years down the road, they all go through our Succession Planning & Sale Preparation Process. This process delivers an Investment Value Analysis, Marketability Assessment, and recommendations to make the business more valuable, attractive, and prepared for market.

Going to Market

Once you’ve decided to explore a sale, we recruit prospective purchasers and thoroughly vet their financial means, operational fit, and motivation. The goal is to attract two or more qualified and motivated prospects that pursue your opportunity concurrently. A competitive process among multiple prospects ensures a full-value deal from a top-notch operator, and a backup plan should the deal fall through. We are with you every step of the way from sale preparation to sale initiation and deal execution. Only when the deal is fully funded do we consider the mission accomplished.

Confidentiality

Confidentiality during the sale process is vital to avoid disruption, and we take that responsibility very seriously. We only share confidential information with thoroughly vetted prospective purchasers who we trust, and who are legally bound by a Non-Disclosure Agreement.

What’s the Next Step?

To inquire about our confidential sale services, call us at 636-530-6800 or complete our contact form.