Businesses come in all shapes and sizes. The majority of businesses in North America are “main street” or “lower-middle market companies”. When you have a client who shares with you that they want to sell their business, but don’t have family, management, or employees to transition to, what are the options available to them, based on the factors, and how do you identify the right partners to work with them?
The right transaction advisor/firm can depend on several factors: size of company, type of desired buyer, outreach strategy required, industry, region, structure of advisory firm, methodology of advisory firm, and more. Finding the right fit for your client and expanding your network come hand in hand.
In this webinar we’ll review what questions to ask to quickly identify what type of advisor would fit the client’s needs, how to seek out these advisors and build meaningful relationships, how to differentiate between advisors and the resources available to your clients.
We’ll play with several scenarios to demonstrate the variety of circumstances that may come up and have time for discussion around each topic.
Learning Objectives:
- Understand the different brackets of sell-side service providers
- Quickly identify what bracket your client’s business falls into
- Learn the supports that are available for each bracket
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