- Help qualified buyers and sellers through a transition of business ownership
- Manage the transaction from the opening introduction to the final closing
- Maximize benefit to client through negotiation and understanding of tax impact
- Serve as a credible, objective third party with expertise in business valuation, taxes, financing, market conditions, due diligence, ownership transfer and the financial and emotional consequences of business transitions
Who’s most likely to benefit:
Owners of closely held or family-owned organizations which are:
- Thinking of selling a business
- Expanding and acquiring new assets
- Downsizing, spinning off or liquidating assets
- Transitioning to a different ownership structure
- Passing from one generation to another
- Merging or divesting
- Being purchased by management
- Considering a buyout of other owners
- Evaluating offers from potential buyers
Business brokers and merger and acquisition specialists (also called transaction specialists) at AGH serve as a one-stop resource for business owners seeking to buy, sell, merge, divest or transition their business smoothly and professionally, while maximizing its potential value. Each transition is unique, but generally, AGH works with a client to: (1) set goals for the transaction; (2) research and analyze the company’s operating history and financial results; (3) review data on comparable sales of similar companies to establish a favorable price; (4) prepare a professional business summary used to market the business; (5) search for and contact qualified buyers; (6) help evaluate each offer and (7) negotiate the business transaction agreement.
It’s a complex process best handled by experienced professionals with access to a range of tax, finance, valuation and other expertise, as well as specialized databases of market data. AGH works to increase value from the transaction and will be involved from beginning to end. Once the agreement is made, a business broker may perform services such as locating financing, coordinating due diligence, setting up the new ownership structure, and helping the new organization establish its financial and operational controls, technological structure and management systems, including review of employment agreements by an HR specialist.
Useful Resources for You
30 Questions You Need To Answer
Before you begin the process of selling your business
If you’re considering selling the business, get a head-start on the process with these questions you’ll want to have or find answers for if you decide to sell.
Click to read more.
Valuing Your Business
Do you know how to calculate its worth?
Business valuations can help determine the fair market value of a business and are essential when contemplating a change in ownership.
Click to view the infographic.
Business Value Drivers
What determines a business' worth?
Value drivers for closely held companies either reduce risk or increase growth/return. Learn more about the four critical value drivers that can influence your business' worth.
Click to read the full white paper.