Services we provide

Services for Business Owners

•	Initial Free Consultation: Confidential review of your business and financials.  Providing an opinion of the value of the business.
•	Business Strategy Consulting: Detailed review of business.  Comparison with Industry averages and identification of areas for improvements to help grow the business and to improve the bottom line.
•	Exit Strategy Consulting: For owners who are interested in selling their business within the next three years, this service provides a detailed review of the business and provides ideas for preparing the business for sale.
•	SBA Working Capital Loans: If working capital is one of the factors limiting the growth of the business, we will work with SBA lenders to get a Working Capital Loan.

•	Business review and identifying the appropriate selling price
•	Preparation of Confidential Business Profile
•	Getting pre-approval for SBA financing for the purchase of the business
•	Confidential advertising of the business
•	Screening Buyers by having them complete an NDA and Buyer Profile and reviewing them with Owner where appropriate
•	Disclosure of Confidential Business Profile, arranging Buyer-Seller meeting and getting questions answered for both sides
•	Writing up the offer and helping negotiate the deal
•	Coordinating the Due Diligence Process, Lease Negotiations, and other contingency removals
•	Opening Escrow and to have Escrow publish the Bulk Sale notice
•	Pre-closing walk-through and calculations of the prorations and for closing (adjustments for deposits, actual Inventory, payroll and other expense prorations).
•	Close of Escrow, transition to the buyer, and a smooth transition for the Owner!

Selling your business:

•	Educating the Buyers on the business acquisition process
•	Reviewing Buyer Profile and providing guidance on suitability of different business opportunities
•	SBA financing approval
•	Helping use retirement funds if necessary.
•	Representing the Buyer in the entire acquisition process
•	Suggestions for Due Diligence and complete disclosure in the process
•	Escrow Process to ensure money is handled in a professional way
•	Smooth transition to the new Buyer

Services for Buyers

Success
We are well-trained professionals who are aware of your needs.  In fact, many of us have experience as business owners.  We look forward to helping you successfully sell your business or acquire a suitable business.