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

 

How is your business structured? How attractive is your human resource picture? How do your payroll and staffing ratios compare to those of similar operations? Are there organizational efficiencies that could be gained by the right strategic buyer?