Business Brokering

Our founder, Sam, will sit down with you to hear your goals. 

When you are ready to start a conversation about your exit options, at no cost to you we provide you with our Owners Equity services:

• Valuation of your business’ market value
• Planning for retirement or life’s next stage
• Review of your last 3 tax returns
• Tax-savings options using a 1031 exchange

 Once you receive the estimated value of what your business could sell for, you have an important new piece of the puzzle.  Do you want to look for a buyer who can purchase with all-cash or are you willing to take a large down payment with contracted payments?  We will also estimate your tax implications of both options, but you will need to consult with your tax advisor.

 Next steps include our staff compiling the information prospective buyers will want to review in their due diligence process, and then we contact those who fit the type of buyer you would entertain offers from. Sam will manage the introductions and negotiations.  Then our experienced attorney will see the process through to the final closing.