Exit Optimization

“The Forbes M+A Group blew us away. They were clearly different than the other firms we talked to, and delivered above and beyond what they promised. No question they got the best deal for us. They are trusted advisors and friends, and we’ll continue to refer the business. I have a deep appreciation for The Forbes M+A Group’s professionalism and efforts on my behalf.”

– Jerry Schreiber, Brookside Flies

For shareholders of closely held companies, the idea of selling their company often creates great uncertainty:

“What can we do now to best position this company for a sale?”
“What is a realistic value for our company and how do we optimize it in a sale?”
“How does the process work and what ‘gotchas’ might we have with OUR business?”

Our Exit Optimization advisory services are designed to answer these questions and more.

We give the company’s stakeholders immediate and ongoing trusted advice from a partner who understands the transaction marketplace, and we translate what going-to-market with their company would mean for them.

Our exit optimization services are intended for business owners who first start thinking about or voicing questions about an eventual exit from their company
Our clients want current and real world advice to understand their options, next steps and what stumbling blocks can get in the way of achieving their goals.

The earlier business owners avail themselves of this information, the better prepared they will be for pursuing a sale or responding to the inevitable un-solicited call from a prospective buyer.

Taking the time upfront to prepare yourself and your business can drastically increase the chances of completing a successful transaction. Fill out the form below for a 30-minute, complimentary Exit Optimization consultation. Our senior advisors will provide you with the critical information you need to take the first step.