Secure Your Future

Investment banking and strategic planning services for leaders looking to take the next step

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Have the Right Exit Strategy

Identify the Right Buyer

Sell at the Right Time, For the Right Price

When it comes to selling all or part of your business, don’t limit your success by limiting your options.

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With a seasoned banking team you can work smart and sell smarter.

Have the Right Exit Strategy

Structure your business for acquisition early

Identify what buyers are looking for and the gaps in your business

Develop a strategic plan to make your business buyer ready

Know what your business is worth

Identify the Right Buyer

Maximize the value of your business at the time of sale

Expand your horizons of potential buyers

Explore options where you can add financial or synergistic value

Sell at the Right Time, For the Right Price

Achieve your financial goals by timing your transaction right

Be ready when your business is growing and profitable

Be prepared when buyers are active and there is demand

Your objectives are unique. The right advisor should achieve them.

We know as a leader you are surrounded by people of influence. Whether it’s your consultant, attorney, or your accountant you have many advisors in your corner with a lot of opinions about how you should proceed. Finding objective, third party insight that specializes in maximizing your value and mitigating your risk is essential. At Idea Tree Advisory we believe that you deserve to have an investment banking professional that is dedicated to helping you achieve success in your transaction. With 25+ years of advisory experience in public and private market transactions, you’ll benefit from having a partner in your corner, that sees your goals as their own.

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Investment Banking & Advisory Services

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Deal Prep & Exit Planning

Plan for a future transaction by building the systems and processes that investors are looking for.

Business Valuation

Have a realistic view of what your business is worth in the current market environment.

Capital Raising

Use capital to achieve your growth initiatives. Source debt and equity capital from institutional investors so that you can pursue new business initiatives.

M&A Advisory

Maximize your value by creating the environment for a successful transaction with seasoned advisory services.

How the process works:

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Discovery & Analysis

Our goal in the initial phase is to determine where you are today, where you’d like to be in the future, and what valuation you can expect for your business. We’ll use a number of tools and processes to understand your business, how it compares to the competition, how it is positioned within the industry as a whole, and what the current market demand is.

Create & Execute A Strategy

We offer a range of value enhancement advisory/consulting services to help prepare your company for a successful sale or exit. When we’ve established the right time to sell or exit, we’ll do everything that’s needed to take your company to market including the identification of potential buyers, creation of marketing material, and negotiation.

Own Your Future

Deal structuring can be as crucial to the overall success of selling your business as any other part of the process. We will structure a deal that achieves your personal and financial goals.

Your Goals are Our Goals

As the leader of an emerging growth company, we know that there will come a day when you want to create financial freedom and relieve yourself from your business on a daily basis. In order to do that, you need to be in a position to sell all or part of your business. The problem is, mergers and acquisitions are complicated and require an enormous amount of expertise, which makes you feel overwhelmed and unsure of exactly how to proceed. We believe that every business owner ought to have an objective, third party, resource to prepare, guide, and eventually execute a transaction that maximizes the outcomes for both parties. Because the best deals are those when everyone wins.

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Download Our Free Guide

4 Things You Can Do Today To Prepare for a Future Sale

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