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

 

Beyond their value as individual assets, how attractive are your facilities as a portfolio? Are there strategic linkages or synergies that make the whole greater than the sum of its parts? Which buyers are likely to view your assets as a key addition to their own portfolio?