Owners of privately-held companies will benefit from having an experienced quarterback
who can lead them through the following:

Sale Strategy
Determine the sale value of the company.
Develop effective tax and/or estate plans.
Generate alternative deal structures that fit the seller's unique objectives.
Minimize legal exposure.

Preparing for Sale
Prepare the management team and company records for intense due diligence:  
financial and accounting, legal, industry, customer and environmental.
Conduct financial statement audits or reviews, as necessary.
Review operations, management & organizational structure; recommend changes
as necessary.
Prepare and negotiate management employment contracts to facilitate the
transaction.

Managing the Sale Process
Kick off the sale process.
Hire investment bankers and transactional attorneys.
Make introductions to compatible private equity investors.
The middle market sale process can be highly biased towards professional buyers.  
Despite good intentions and the hiring of investment bankers and brokers, the majority of
middle market transactions result in downward negotiations of the sale price,
value-eroding delays or an outright deal collapse.

These negative consequences can be avoided.
Selling a company is like running a marathon.  
Most long-distance runners can get through
the first 20 miles without serious problems.  
However, only those who have prepared early
and trained adequately will get through the
final 6 miles without a complete degradation of
performance.  Similarly, the company that
begins planning and preparing for a sale well
in advance of the transaction will fare well in
the crucial, and potentially value-eroding, final
60 days before the closing of the deal.  
thinking about selling ?
Work with external parties such as lenders, unions, landlords and government agencies.
Host confidential meetings with potential buyers/investors and their advisors in a neutral office location.
Anticipate roadblocks and resolve issues in real time so that the transaction proceeds in a timely manner.
                                                                                               OR

Deciding not to sell
Make an intellectually honest, unbiased determination at any point in the process to pause and sell at a later date.
Make introductions to lenders and mezzanine investors as an alternative to an outright sale.
Helping privately-held
companies through
the entire merger and
acquisition process.