M&A advisors are generally thought of when a buyer must be found – and of course, in this case, that’s not necessary.  However, ROI Corp can still provide tremendous value in the sale process. After all, this is very likely your first sale and your buyer’s first purchase.  By contrast, we’ve helped hundreds of business transition since our founding in 1997. Most of the effort in buying a business occurs between the agreement to buy and the closing date. We can provide a business valuation so that everyone involved feels the price paid is fair. We help the buyer understand the financing options available including SBA and other loans. We guide you all through the process, offer mediation help when needed and make suggestions for how to meet the non-financial needs of both buyer and seller, such as seller employment agreements and other important transition issues.  We can help you avoid pitfalls and keep the process moving, provide paperwork, legal and other professional referrals, and celebrate with you in the end.

To discuss in family or Key Employee transition, contact us at 781-682-6209, by email, or using the Request Information form to the bottom of this page.

Exit and Pre-Sale Planning

85% of small business owners do not have an exit plan, a wealth management plan or an advisory team to assist them. Very few start the process early enough to achieve maximum benefits. It often takes 3-5 years to full execute an exit from your business and sometimes longer when you transfer to family or managers. 

It is inevitable that as a business owner you will some day exit your business. There a finite number of exit options and some level of pre-sale planning can greatly enhance your outcome. For many business owners their single largest asset is their business and receiving full value for the business is essential to the quality of their life after business ownership. The value of the business is often intangible value, by its nature it is very fragile and not liquid. Our Exit Planning Advisor Michael Coyle specializes in assisting you in understanding and maximizing the value of your business upon exit. He employs the most comprehensive set of tools and processes to ensure that you leave your business on your terms. The exit planning will be scaled and sequenced to your needs (time, priority, resources, and goals). Fill out the contact form to the right to have a free consultation about your inevitable exit and how we can help you leave your business in style.