Advisory Services
Preparing Business Owners for the Sale of their Business
Selling a business can be tough. Unfortunately, many business owners wait until they’re ready or need to sell which often leads to a stressful process, minimizing the potential value, or failing in the end to successfully sell.
At PPSA, we understand these challenges very well and have created a service for our clients that helps prepare them and their business for an eventual sale without adding incremental cost to the eventual sale of the business.
We know proper planning and preparation are essential for a successful sale and why we encourage our clients to start the succession planning process as soon as possible, even if they don’t plan to sell for years.
Starting early has significant benefits, giving you more time to prepare your business for sale, increase its value, and structure the process for the right type of buyer. With PPSA by your side, you’ll have a dedicated team to ensure a successful eventual sale, no matter when the right time comes to sell.
What We Do
Preparing Business Owners for the Sale of their Business
Selling a business can be tough. Unfortunately, many business owners wait until they’re ready or need to sell which often leads to a stressful process, minimizing the potential value, or failing in the end to successfully sell.
At PPSA, we understand these challenges very well and have created a service for our clients that helps prepare them and their business for an eventual sale without adding incremental cost to the eventual sale of the business.
We know proper planning and preparation are essential for a successful sale and why we encourage our clients to start the succession planning process as soon as possible, even if they don’t plan to sell for years.
Starting early has significant benefits, giving you more time to prepare your business for sale, increase its value, and structure the process for the right type of buyer. With PPSA by your side, you’ll have a dedicated team to ensure a successful eventual sale, no matter when the right time comes to sell.
What We Do
Advisory Services
We often start working with clients early in the process to provide strategic advice on how to best maximize the value of their company and structure to minimize tax consequences.
By looking at customer mix, concentration, expense structures and more, we can help companies move towards an optimal structure as they approach an eventual liquidity event.
Advisory Services include:
Valuation and Forecasting: Conduct initial corporate valuation and create a 3 to 5-year financial forecast model.
Profitability and Optimization: Monitor profitability margins, optimize the balance sheet, and monitor possible improvements to capital structure.
Planning and Preparation: Perform risk analysis, optimize corporate structure and organizational chart, provide estate and tax planning, and maintain a list of potential buyers.
Professional Services: Assemble a team as needed of professionals, including M&A attorney, tax advisor, Q of E accountant, and wealth manager to support the sales process.
Protect what you have. Accelerate value in what you build. Control how you exit. Define your legacy. Contact Pasadena Private Strategic Advisors today.