We assist clients in developing and executing on long-term and short-term business strategies

BUSINESS REVIEW

• Perform S.W.O.T. analysis

• Assist leadership in prioritizing opportunities, and setting S.M.A.R.T. goals

• Develop company mission and vision statements

• Create accountability with leadership to execute on plans

GROWTH INITIATIVES

• Analyze MLS and market share data

• Identify new market opportunities and acquisition targets

• Develop office expansion strategies

• Assist in franchise application process; obtaining franchisor approval

We assist in clients in all phases of all transaction types: mergers, purchases and sales, and ownership and capital restructuring

BUYERS

• Review target financial statements and operations

• Prepare valuation and pro forma financial statement

• Structure transactions

• Draft and negotiate NDAs, LOIs, purchase agreements and other transactional documents

• Provide closing support and transition planning

SELLERS

• Prepare virtual due diligence data room

• Create company pro forma financial statements

• Draft and negotiate NDAs, LOIs, purchase agreements and other transactional documents

• Provide closing support

OWNERSHIP CHANGES

• Recommend efficient ownership change structure

• Assist potential new owners in analyzing the opportunity

• Draft and negotiate NDAs, LOIs, purchase agreements and other transactional documents

• Provide support in obtaining consent of franchisor