Buying a business
Stage 2 Planning’s experienced professionals help strategic buyers purchase businesses. Our mission is to leverage our Client’s existing business platform to increase shareholder value and create wealth.
Why acquire?
- Diversify earnings stream or simply add earnings
- Acquire management talent, technical expertise, or sales savvy
- Reduce competition and increase market share
- Spread fixed expenses over a larger base
- Acquire new channels of distribution
How can we help?
Stage 2 Planning can assist with each stage of an acquisition
- Identify good candidates for acquisition
- Plan and structure a transaction
- Advise on debt and equity financing
- Support transaction negotiations, documentation, closing and post-closing tasks
Selling a business
Stage 2 Planning’s experienced professionals help Clients sell their businesses. Our mission is to meet our Client’s objectives for the sale, including maximizing after-tax net sale proceeds.
How can we help?
Stage 2 Planning can assist with each stage of a business transition:
- Assessing feasibility and timing of sale¨
- Preparing the company to sell and developing a marketing strategy
- Advising on deal structure, due diligence, and negotiations
- Supporting documentation, closing and post-closing tasks
The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.