Sell-Side Mergers & Acquisitions
We live in the world of data now; data allows us to make realistic decisions about the future. No financial department or company can claim to have completed its work unless they have financial projections ready. Consulting WP helps clients create dynamic financial projections that take real data and map out realistic outcomes.
Smart people know better than to take steps based on gut feelings alone. Financial projections are a necessity for any company. As the leader of the company you need to know how your finances will look the next year.
Consulting WP – we help companies assess their skills and choose a new direction which utilizes the talents of the team and resources most productively.
Safety net & build wealth
You can transform your business to a revenue-producing asset that lets you work as much or as little as you want.
Business planning & strategy
Our clients are often surprised by the possibilities we present to them; by thinking outside the box we present exciting new ventures:
- Work fewer hours — and make more money
- Attract and retain quality, high-paying customers
- Manage your time so you’ll get more done in less time
- Hone sharp leadership skills to manage your team
- Cut expenses without sacrificing quality
- Automate your business, so you can leave for days,
Frequently Asked Questions About Sell-Side M&A
Most sales take 6–12 months, depending on your goals, business complexity, and market conditions. We tailor the timeline to your needs.
We prioritize discretion, sharing details only with qualified buyers under strict confidentiality agreements to protect your privacy.
We facilitate open discussions to align heirs, addressing emotional and financial concerns to ensure a united decision.
We conduct a thorough valuation, analyzing financials, operations, and market trends to uncover your company’s true worth.
We target strategic buyers, private equity firms, or family offices that align with your business and legacy goals.
Our expert negotiators leverage market insights and competitive bidding to secure the highest value and best terms.
Fees vary based on deal size and complexity. We provide a transparent breakdown during our initial consultation.
We help clean up and optimize your financials to present a compelling story to buyers, maximizing appeal.
Absolutely. We negotiate terms that allow you to consult or retain a role, if that’s your goal.
Our advisors act as neutral mediators, fostering trust and open communication to keep your family united.
Market conditions vary, but we analyze trends to time your sale for maximum value and buyer interest.
Basic financial statements and operational details suffice initially; we guide you on gathering the rest.
We work to find buyers who value your team, negotiating terms to protect employee stability where possible.
Our discreet process ensures minimal disruption, with targeted outreach to vetted buyers only.
We collaborate with your tax advisors to structure the deal for optimal tax efficiency and clarity.
Our family-first approach, regional expertise, and boutique care deliver personalized results with big-firm know-how.
While we handle negotiations, we recommend a lawyer for legal documents; we coordinate with them seamlessly.
We guide you on post-sale planning, from retirement to new ventures, ensuring a smooth transition to your next chapter.
Business plan market
Financial projections are a necessity for any company. As the leader of the company you need to know how your finances will look the next year. This also has the benefit of alerting you to any red flags you may be unaware of:
- Don James/Semplice – Article and News research
- HighVoltageBusiness – Company and Industry Research
- Goovers – Company and Industry Research
- IRISpace – Industry Research
- Lexos-Nexos – Company, Industry, Market Research
- Plombett – Industry Research
- Pronounce – market analysis report “slices”
Competitor research & analysis
Our Proven M&A Process
We’ve helped dozens of families sell smart. Here’s how we guide you, step by step:
Step 1: Discovery
You share your goals; we analyze your business to uncover its full potential.
Step 2: Preparation
We polish your financials and operations, making your company irresistible to buyers.
Step 3: Marketing
We discreetly reach out to buyers, showcasing your business’s unique strengths.
Step 4: Closing
We negotiate and finalize the deal, ensuring a smooth, stress-free handoff.