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Sell a
Financial Advisory Practice Utilizing Our Advisory Services
Our
sell-side advisory services are
typically used by advisers whose primary objective is to sell a
financial services practice with proactive assistance and support
from an M&A adviser. Under this form of engagement, we will help
you set attainable goals for the proposed sale transaction and
determine the most effective strategies to realize those goals.
The scope of these engagements will normally also provide for our
assistance with the following key activities:
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Determination of potential valuation
range
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Preparation and drafting of the
offering memorandum
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Identification and marketing of the
business to potential qualified buyers
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Negotiation of the purchase price and
other key terms affecting the transaction
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Coordination of due diligence,
closing documentation and closing
All of
our activities are designed to guide and support you throughout
the entire process to help ensure
that the sale transaction is consummated as quickly as possible and/or
within your targeted time frame.
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