Services for Owners Interested in Selling
Moreton Financial Solutions provides the following services to assist business owners to sell their business:
- Define owner written objectives and priorities
- Create a comprehensive business exit plan.
- Due diligence/selection of a Certified Valuation Analyst.
- Due diligence/selection of an Investment Banker.
- Coordinate the Exit Advisor team and Transaction Team before, during, and after the transaction.
- Provide owner with industry and M&A market information critical to timing.
- Assist in identifying and building "Value Drivers".
- Review buy-sale agreement and funding levels.
- Design key-man compensation plans to retain and recruit talent.
- Introduce alternative ways of selling the business to achieve owner objectives.
- Bring knowledge and expertise to necessary sales process and long-term personal planning.