Complimentary Consultation


The information below is geared to business sellers. If you are interested in buying a business, please review the tab “For Buyers” for relevant information.

There should never be a fee for just conversing about your plans. If you are at the stage where you are considering the sale of your business, or if you already made up your mind to sell it, let’s discuss it. There are so many variables to address; it is always a good process to bounce your ideas with an objective third party. And we mean transparently and objectively.

If your business is not ready to be sold for any reason, we will let you know. If the logical process is to wait until various issues are fixed, improved or changed, we will advise accordingly.

You can expect relevant input regarding the current state of your financial records, plus specific feedback on the process to arrive at an asking price that makes sense. Again, no fee of any kind at this stage.

It is fortunate that our financial knowledge, based on the many years of Robert’s ownership of an accounting, tax and payroll services company, comes in very handy when it comes to providing insightful advice on the current state of the company’s financial records. If you are selling, you want someone who fully understands the importance of accurate P & L’s, the critical role of expenses paid by the company meant to benefit the owner(s) and of course the focus placed by potential buyers on the balance sheet.

Generic advice about your company is not enough. At this early stage, you want specific feedback on your company, not just on your industry overall. And again, numbers are everything.

Should you make a decision to engage our services, if you are selling the business, one of the first tasks is to review the current financial records. In coordination with your accountant or CPA, an analysis of the books is conducted in order to prepare a financial recast, which drives the process of arriving at an asking price.

While there are so many factors that might make the company very attractive for selling purposes, as mentioned above, the numbers, cash flow and financial performance are the core of the whole process.

organization a platform for reinvention.


Be Profitable

Connect with an expert business consultant about strategies to optimize and grow your business.

    First Name*

    Last Name*

    Email*

    Phone*

    Business State*

    Industry

    Company Name