Sellers

Services Provided Sellers as a Part of the Merger and Acquisition Process:

  • Assistance with definition of the selling firm's Objectives and Criteria for potential sale or merger of the practice

  • Development of a Seller Summary describing high level operating data and desired transaction parameters to be used in soliciting interest from buyer candidates

  • Identification and Confidential Solicitation of target buyer firms in the market through persistent communication tactics

  • Arrangement of Introductory Meetings with buyer candidate firms approved by the seller

  • Assistance with Negotiations between the parties leading to proposals and preliminary Transaction Agreements

  • Ongoing assistance with negotiations leading to Transaction Closing

  • Assistance with design of post acquisition Transition Plan leading to the maximum retention of clients and staff in accordance with the business plan agreed to by the parties

how we do it
Acquiring a practice
Selling your practice immediately or over the next several years
Developing or improving your internal succession plan
Merging into a larger firm for growth, succession, back up support, new services
Merging in a firm to acquire talent, clients, cross selling opportunities and new markets
services provided to...
Buyers
Sellers
Internal Succession Plan
Mergers
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