With over 25 years of experience in buying, selling and financing the purchase of independent businesses ranging in size from $1 million to over $100 million, we are well versed in all aspects of buyer and seller-side focused transactions.  Our representative services include:

• Assessing a client’s readiness to undertake an acquisition or disposition strategy

• Identifying and vetting potential targets and/or acquirers

• Assessing appropriate valuation metrics based on company’s size, industry, performance, etc.

• Preparing and reviewing due diligence materials

• Negotiating and structuring transaction deal points

• Drafting legal documentation including asset or stock purchase and sale agreements, seller promissory notes, employment agreements, and covenants not to compete

• Managing the sale and acquisition process through closing and integration 

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