Did you know that most small and medium-size firms employ only 2 of the 3 critical experts they need in M&A activities such as mergers, acquisitions, divestitures, valuations or other strategic finance initiatives? While your attorney and accountant provide valuable advice on legal, accounting and tax issues, where can you find proven specialists who can advise you on questions such as:
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Acquisitions (buying a company or division):
- How do you find attractive businesses to buy, and what should you watch out for in doing so?
- When courting a seller, how do you convince them that you’re the best partner for the transaction?
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Divestitures (selling a company or division):
- What are your options for exiting your business, and what are the advantages/disadvantages of each?
- If you decide to sell, how do you make sure your business is optimally prepared for the selling process?
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Valuations:
- How much is your business worth?
- Where can you obtain a third party valuation that is 100% defensible for accuracy and independence?
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Strategic Questions:
- What is the best strategy for maximizing the financial return on your business?
- What type(s) of financing would best meet your needs, and where can you find the best rates/terms?
- Where can you get help with due diligence on a company?

