What YOU Get

You are not here for us. You are here FOR YOU.

Business Edge helps business owners and their advisors improve performance, reduce risk, and build stronger, more valuable companies. Here is how:

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Business Owners

You get:

• Clear financials

• Improved operations

• Path to a better valuation

• Get your time back - set the company to run by itself​

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Business Brokers

You get:

• Clear verified financials

• Quantified risks and aversion plans addressing owner dependency and transition

• Marketable businesses and smooth due dilligence

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

You get:

• Trusted business valuation from business brokers

• Clear transition path for your clients

• Timeline to apply tax and estate planning strategies

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How do we do that?

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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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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