Senior Managing Director
CurrentIs your Company ready to demand a premium in the open market? Is now a good time to sell? How much could it be worth? An owner should feel comfortable with answers to these questions before committing money or time to the process. My decades of experience in Consulting and M&A provide a solid perspective to know what buyers look for and what creates value in private companies. My job is to provide unique insight, packaging a Company as viewed from a buyer's perspective in order to capture the intangible value. This includes working closely with owners to "recast" the Company's financial statements so that institutional buyers accurately realize the true economic value of the Company.The process is straightforward. Recast financials combined with documentation of hidden value, intangible assets and a substantiated case for future earnings provide the basis for showing buyers the true potential of the company. Then, confidentially make markets to provide access to the greatest number of institutional buyers for privately-held companies. Greater potential translates to higher value.Perhaps more challenging than “making the market”, the due diligence and closing phase are where a life’s work is truly monetized. Certainly not something to do alone. Managing the legal and accounting professionals involved is often stressful and time consuming. Dozens of closings throughout my career have proven that each transaction is a complex project that must be carefully managed across the finish line.