Partnering

Services

    • •  Business Valuation
    • •  Comparable Deals
    • •  Business Positioning
    • •  Marketing Materials
    • •  The Sales Process
    • •  Targeting Buyers or Sellers
    • •  Engaging and Qualifying Buyers or Sellers
    • •  Winning Presentations
    • •  Financial Statements and Forecasts
    • •  Negotiating
    • •  Deal Structuring and Financing
    • •  Tax
    • •  Due Diligence
    • •  Term Sheets and Definitive Docs
    • •  Closing the Deal
    • •  The Deal Process
    • •  Development of Strategic Objectives
    • •  The Team and the Team Plan
    • •  Key Milestones and Pivot Points
    • •  Setting up deal assumptions & integration    planning
    • •  Owners and Diligence
    • •  Managing Outside Advisors
    • •  M&A Best Practices
    • •  Integrations Services
    • •  Management Contracts and Earn-outs
    • •  Family Matters
    • •  The Customer in the Center
    • •  Mapping the Ecosystem
    • •  Short Term Wins
    • •  Long Term Wins
    • •  Chemistry
    • •  Shared Vision
    • •  Managing Competitive Overlap
    • •  Managing Competitive Relationships
    • •  Evolution and Market Stages