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.

 

1. Operational analysis

2. Organizational review

3. Portfolio-level valuation

4. Marketplace assessment

5. Financial statements

 

What are the competitive dynamics of your local market, and where does your facility or company fit in? How do location, area development, taxes, and government regulations affect your value? Do you hold an exclusive position in a particular service or geographical area?