Private Company Sales
Mergers & Acquisitions
Helping a client sell their private company provides one of the largest liquidity events a financial advisor will be associated with.
Private Company Sales
Mergers & Acquisitions
Helping a client sell their private company provides one of the largest liquidity events a financial advisor will be associated with.
According to recent statistics, nearly two-thirds of family businesses don’t have a documented and communicated succession plan and a recent EPI survey shows that 57% of business owners plan to exit their business within five years. High-net-worth business owners typically have a small circle of trusted advisors. When considering selling their companies, 66% sought advice from their financial advisor. Let AUM Growth help prepare you for this conversation.
AUM Growth is part of a cultivated network of 70 investment banks who are committed to assisting business owners in maximizing the value of their companies when selling. Their expertise spans virtually all industries and locations. We can help facilitate the following solutions:
- Strategic Sale
- Minority Capital Raise
- Majority Capital Raise
- Growth Capital
- Debt Recapitalization
- ESOP Transactions
Conversation starters:
Here are some questions you can ask your business owner client or prospect about their business as a way to start the dialogue.
- Exit Strategy: Do you have a plan on how you will eventually exit your business?
- Succession Planning: Do you have any family members or key members of your management team that will take on a larger role in the company? Have you thought about what will happen to the business if you were to step away?
- Reason for Selling: If you are thinking about selling, what prompted you to consider selling your business at this time?
- Business Challenges: “Are there any challenges or obstacles you’re currently facing with the business?”
- Market Position and Competition: How would you describe the business’s current position in the market, and what sets it apart from competitors?
- Intellectual Property and Assets: Does your company hold any intellectual property (IP)? If so, how does it contribute to its overall value?
- Future Growth Opportunities: In your opinion, what are the potential growth opportunities for the business in the near and long term?
- Transition and Support: What kind of transition support are you willing to provide to the new owner, and for how long?
- Asking Price and Terms: Do you have a number in mind that you would consider selling for or have you received any offers? Additionally, what terms and conditions are you looking for in a potential sale? What is important to you?
- Openness to Discussion: “Would you be open to having a confidential conversation about potential opportunities for the business?”
Conversation starters:
Here are some questions you can ask your business owner client or prospect about their business as a way to start the dialogue.
- Exit Strategy: Do you have a plan on how you will eventually exit your business?
- Succession Planning: Do you have any family members or key members of your management team that will take on a larger role in the company? Have you thought about what will happen to the business if you were to step away?
- Reason for Selling: If you are thinking about selling, what prompted you to consider selling your business at this time?
- Business Challenges: “Are there any challenges or obstacles you’re currently facing with the business?”
- Market Position and Competition: How would you describe the business’s current position in the market, and what sets it apart from competitors?
- Intellectual Property and Assets: Does your company hold any intellectual property (IP)? If so, how does it contribute to its overall value?
- Future Growth Opportunities: In your opinion, what are the potential growth opportunities for the business in the near and long term?
- Transition and Support: What kind of transition support are you willing to provide to the new owner, and for how long?
- Asking Price and Terms: Do you have a number in mind that you would consider selling for or have you received any offers? Additionally, what terms and conditions are you looking for in a potential sale? What is important to you?
- Openness to Discussion: “Would you be open to having a confidential conversation about potential opportunities for the business?”