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For our PARTNERS

How we work together

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Business Brokers- get more closed sales

More sales come from more closed deals. To help you close more transactions, we have developed a clear path to assist your clients bring you a marketable business, and support you in keeping your client until you complete the transition. We work to deliver:

  • Clear verified financials:

    • We review the last 3 years of tax returns

    • We deal with the owners to ensure all sales are recorded and their books show the actual business profitability​

    • We work with CPAs to amend past returns, if necessary

  • Quantified risks and aversion plans addressing owner dependency and transition

    • We identify dependencies - i.e. dependency on owners, personal connections, suppliers, and clients. ​

    • We create plans for dependency removal

    • We assist in implementing the dependency removal plans.

  • Marketable businesses and smooth due dilligence

    • We prepare clear financial paperwork​

    • We prepare process descriptions and risk aversion documentation

    • We guide your buyers through a smooth takeover plan to ensure profitability is maintained

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CPAs, Attorneys, Estate Administrators, Trustees, and Professional Advisors

Thre comes a time when your clients need to restructure, transition, or sell their business. To ensure their estate retains best value, we work to deliver:

  • Trusted business valuation from business brokers and industry professionals:

    • we work with industry partners that know the market and current trends​

    • we deliver brokers opinion of business value to set your client's valuation benchmark

  • Clear transition path for your clients:

    • we map out the process and leave minimal unknowns​

    • we provide risks and benefits for every decision along the transition path

  • Timeline to apply tax and estate planning strategies

    • we set timeline and expectations for you and your clients​

    • we allow you to plan ahead for any additional asseet movements you need to delver the maximum benefot for your client​​

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​​​​​​​​​Business Owners

You have been runnung your business diligently and you now need to look into it a bit deeper - whether to get to the next stage, to transition, sell, or hand off. No matter what your goal, you need clarity and control. When working with us you get:

  • Clear financials - we review your financials and delvier a clear picture of how your business is doing:

    • consistent Profit and Loss and Balance Sheet reporting​

    • deeper insight into marins and profitability

    • cash flow projections and business forecasting to help you plan for growth and transitions

  • Improved operations - we identify risks and create plans to address them:

    • owner-operator risk - we reduce the burden on you and build paths to reach your freedom​

    • customer and vendor risk - we address dependencies on a small number of clients or vendors

  • Path to a better valuation - we set valuation targets and the path to atchieve them:

    • we work on your net profit multiples​

    • we support your gross profit multiples

    • we reduce owner dependency to improve marketability and transition

  • You get your time back and set company run by itself

    • we map your work and design operations to reduce your burden​

    • we set risk aversion systems in place

    • we work to get to your company running no matter what happens.

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