Our team of experienced M&A advisors works with our clients to understand every aspect of their company, positioning Companies effectively among a deep network of buyers and investors, and vigorously negotiate top-tier valuations.
As past business owners ourselves, we understand not just the complexity of selling a business but also the personal emotions involved in making the decision to sell. If you are considering a sale or have already made the decision to sell, you need to engage a team that can become a trusted partner; a team that will be there for you, answering your every question with only your best interests in mind. We are that team.
Our decades of “deal” experience have enabled us to invest in systems and processes that seek out and identify the best potential buyers. So we’ll take the time to understand your individual and personal goals, and utilize our resources, skills, and years of experience to achieve those goals and close the sale, with minimal pain and distraction to you.
And while we know that a successful transaction certainly requires getting you the highest price possible, it should also include strict confidentiality, favorable deal terms, and the right cultural fit for your remaining employees, as well as minimizing your post-sale tax burden.
Types of Sales
For those who have sold businesses before, Transact Capital offers you the hands-on service and attention to detail you’ve come to expect, executed at the highest professional level in order to meet each of your financial and strategic objectives. We will not only provide you with a formal valuation of your business, we’ll also give you the peace of mind that comes with knowing your business will be marketed specifically to appropriate buyers, ensuring quality offers and a strong price. And then we’ll close the sale.
If you or your family has built your business from the ground up, then exiting your business is a huge and stressful undertaking. The reality is you’ll only get one chance to do it right. Rather than be misled or under-served, isn’t it critical you align yourself, and your business, with an advisor who understands your personal and financial goals, one who works diligently to deliver a result that has your best interests in mind? We certainly think so.
At Transact, we have only one priority in selling your business: You. Our success hinges on delivering results that meet, and ideally exceed, your expectations. And we’re confident in our ability to produce, because our professionals “get it”. They understand what you’re experiencing, and they’ll work hard to deliver on your expectations.
We would be delighted to meet with you at no charge to explore your ideas and determine if we are the right firm to represent you in one of the more important decisions of your lifetime.
As a business owner, CEO, or equity group contemplating shedding one of your business lines, you’ve likely considered an array of strategic scenarios and courses of action that have convinced you this may be the right time to make a move.
Regardless of your specific reasons for doing so, the most common issues with corporate divestitures generally boil down to timing, successful execution, and the expected after-tax cash proceeds.
That’s why a critical aspect of any successful deal is finding an objective third party to validate your strategy, fully align itself with your key objectives, ensure a confidential, highly disciplined transaction process, and secure your best price – all done with minimal distractions to you. We are that third party.
As you may already know or expect, divestitures can be far more complex to execute than an entire sale, especially if several expenses are “allocated” from other entities on a corporate level. With our extensive experience both inside and outside the corporate entity, we’re confident we can provide you with a unique and customized approach specific to your situation.
We understand that this is a decision that will have a huge impact on your future, personally, professionally, and financially. If this is something you would like to investigate further, we would be delighted to meet with you at no charge to explore your ideas and determine if we are the right firm for you.
Having analyzed many small to large companies, we are far more prepared to understand and identify the potential pitfalls that may surprise some business owners. Finally, our goal is to build ongoing relationships with our clients. To the extent that there are services that we can provide in an ad-hoc manner, or should you need another perspective on a transaction, our team is here to help.
From time to time, the need for shareholder buyouts and recapitalizations arise for a myriad of reasons, requiring a customized approach unique to your specific situation. The truth is, while shareholder buyouts and recapitalizations may all have the same “end game”, each individual case requires a different course of action. This is where our experience and expertise can help.
In family businesses and partnerships, buyout situations often arise when one or more shareholders desire liquidity, but the other shareholders are not prepared to sell the business. Many times, the diverse objectives and relationships of the owners create delicate situations that must be clearly understood and handled so that all parties can understand and appreciate the outcome. Whether it is a simply-executed resolution or a more complicated process, Transact Capital’s decades of experience has afforded us the knowledge and expertise to work closely with you and your shareholders to secure the best possible outcome for all parties.
Entrepreneurial owners who have grown their businesses often reach a point where they desire to extract a portion of their equity value from the company, or perhaps just to “take some money off the table.” In other instances, one or more shareholders may want to remove their equity from a business while other shareholders wish to continue operating the company. In either case, we can help.
And for larger businesses, we are often asked to secure a lender or investor to replace an existing one, such as a bank that may be pulling in a loan or a private equity group who desires to exit their equity stake. Finding the right partner for replacement capital is critical, and requires customizing a solution that will be acceptable to the owners, as well as the new and old capital sources.
In these and other applicable scenarios, we can assist in creating win-win solutions to these differing shareowner goals.
Associated Services
Business owners seek out a business valuation for many reasons, including a potential sale, partner buyout, re-financing, capital raise, IRS support, ESOP compliance and others. And businesses have several definitions of value depending on the purpose of the calculation. Understanding that need and determining an accurate and objective market value for your company is important under any circumstances. For decades Transact Capital has prepared market valuations for business owners and, unlike pure valuation and CPA firms, we combine competent textbook-based analysis with in-depth, hands-on experience in realizing the true market value of the business from the actual sale process.
Some owners desiring to sell their business discover that the market value determined does not meet their original expectations. Nevertheless it is important for them to get an objective assessment of value to avoid failed attempts at achieving unrealistic goals. You may find that the price you had in mind is not what the market will dictate. And since valuations for privately held companies differ greatly from valuations for public companies, we devote a significant amount of time and energy into ensuring that you know everything you need to know in order to decide whether it’s the right time for you to sell.
Throughout the valuation process, we’ll weigh a wide array of positive and negative factors in order to establish the most accurate, and thereby competitive, market value for your company. At the end of the day, selling your company may be your goal, but getting the absolute best deal for you is our job.
Many business owners are looking to exit their business in the next “few” years, and recognize that they should take steps now to accomplish that goal and to establish a strong sale price. For others, they may have come to the realization that they must sell, but feel their business is not quite ready to go to market. Regardless, both situations may require thoughtful analysis, financial modeling and strategic planning to maximize the value of the business at the time of sale.
At Transact, we have experience in owning businesses, running businesses, increasing the intrinsic value of businesses and preparing businesses for sale. Businesses sell at premiums or discounts, which are determined by the assessment of key business attributes. These valuation adjustments usually stem from the expectation of future cash flows and the perceived risk of achieving those returns. These are key variables in the valuation process, and taking proactive steps to prepare your business for an eventual sale can pay large dividends at closing.
You know your business; we know ours. And we’ve been doing it for years. We don’t expect you to be fully-equipped to go at it alone in planning your exit, and we are delighted to assist you in any way we can. Our ultimate goal is the same as yours – to have your business sold successfully at the best price, allowing you to exit under your terms and your conditions. We’ll put together the right team to handle your project, one that is dedicated to helping you achieve your goals while enabling you to continue to focus on the important task at hand: running your business.