sellers : underwriting : process

Our formal underwriting process involves examining your business assets the way a buyer will, from five distinct perspectives. We analyze your situation in each of those areas and begin preparing a detailed offering memorandum. Often we recommend making operational or other changes to resolve an issue that buyers might view unfavorably or simply to add value to your assets before bringing them to market.

2. Organizational review

3. Portfolio-level valuation

4. Marketplace assessment

5. Financial statements

How standardized and objective are your financial statements? Our financial expertise lets us recast your historical statements using nationally-recognized guidelines for objectivity and independence—so potential buyers have less work to do themselves and more faith in the value of your assets.

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