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  • Connect with company leadership to understand firm operation, culture, and goals

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  • Craft a preliminary company valuation

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  • Create tailored keep/sell strategies according to company's goals and needs

1.

Preparations

2.

Reaching Out

  • Curate a list of compatible buyers/sellers

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  • Contact key individuals on the list and gauge information and interest

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  • Signing non-disclosure agreements for information exchange

3.

Due Diligence

  • Recieve/send bids/letter of intent (LOI)

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  • Conduct extensive operational, financial, and legal due diligence on prospects​

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  • Set up management meetings

  • Negotiate with most optimal prospects

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  • Secure a deal with the best value

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  • Finalize due diligence process

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  • Prepare closing documents

4.

Secure Best Value

Sell Side Approach

Team Meeting

Here at Williams Strategic Advisors, we take a holistic and tailored approach to our financial advisory services for our clients.

 

We believe that every business is different. It is our goal to deliver the best possible value through customized solutions to each of our  individual clients

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