Step One – Proper Preparation Prevents Pitifully Poor Performance - This first step provides a foundation upon which a successful outcome is built.

v     Profile the business to determine strengths and areas of opportunity

v     Perform a Comprehensive Financial and Operational Review (both financial and non-financial)

v     Determine the values different buyers can be predicted to pay for the Company

v     Identify profile of ideal acquirer to minimizes marketplace exposure and maintain confidentiality

v     Provide specific recommendations to enhance the value of the enterprise  

v     Identify structure best suited to minimizing tax impact (It’s not what you get but what 
you get to keep that’s important)

v     Research industry and marketplace in order to ratify opportunities and value using third party resources

v     Determine the availability and conditions of third party acquisition funding

Step Two – Ratify the timeliness of selling the business or, if appropriate, take other actions such as implementation of value enhancement recommendations.  Once you, the business owner, decide you are ready to sell, final preparations are completed:

v     Develop marketing materials especially suited for the buyer identified in step one

v     Prepare “Due Diligence” documents to facilitate buyer’s investigation and avoid closing delays

v     Make sure any issues your attorney or accountant may have are resolved and that they are ready to close a deal

Step Three – Begin the selling process by selecting the option that best suits your situation.

v     Handle the sale effort entirely on your own, 

v     Sell  with our assistance as coach and mentor,

v     Engage the Lighthouse Financial affiliate most qualified to sell your type and size business quickly and quietly

In the latter case we will develop the offering and due diligence documents and work closely with you and the broker/intermediary in effecting a sale.   Any fees you have paid us will be credited against the success fee upon completion of the sale.

                    Main Massachusetts Office                                                                           Affiliate offices throughout New England and 
                Phone ~ Toll Free 888-556-8118  ~  Local 508 794-1200                                                                    in Chicago, Naples, Tampa, and Miami                   info@LighthouseFinancial-LLC.com                                                                                           Additional affiliates offices under development