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(949) 942-6480

120 Newport Center Drive Newport Beach, CA 92660

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How It Works

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

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