Business owners will typically be concerned about releasing competitive information, the potential for other damage caused by distraction from the business and wasting time and money on a “fishing trip”
After working with the owner to determine whether entertaining such an approach could meet their objectives, we will advise on controlled engagement which optimizes the outcome if a good deal is to be had and reduces the risk of wasting time on a bad deal.
We work with your lawyers in managing confidential information and contractual issues
Our “Investment Ready Review” is critical for owners considering sale or an outside investor over the next one to three years. We address the following outcomes:
Understand current state options including price range, strengths and weakness
Set a plan to improve value based on addressable strengths and weaknesses
If that plan involves acquisitions, we provide advice on planning, initiation, execution and post-acquisition
