All businesses eventually reach a transition in ownership – whether it’s through an outside acquisition, an employee/family buy-out, inheritance or the passing of the owner. We work closely with you to develop a formalized plan for a successful, profitable transition that helps you reap the fullest possible reward from the business you’ve built.
Our HORNE360°℠ approach takes you through every phase of the M&A transaction, from pre-sale planning to final closing. In addition, our team continues to work with you after the transaction, to minimize taxes and to plot a wealth management strategy designed to help you reap the maximum benefits to fund the next chapter of your life.
Selling your business is more than a financial decision; it’s a life-altering personal milestone. In addition to helping you navigate the complexities of the transaction, our HORNE360°℠ approach also prepares you for the personal aspects of a transaction that may take months to complete, and guides you through the next phase of your journey.
Planning and Positioning the Company for Sale
It’s never too early to plan. By working together from the outset, we can put your business in the best possible position for eventual acquisition. We work with you and your management team to clearly define your goals, and make certain that financials, reporting and due diligence are in order.
Telling Your Story
Our services include preparing marketing documents that will help you tell your story to a broad audience. We showcase who you are, where you’ve been and the underlying potential of your business.
Identifying Potential Buyers
The more prospective buyers, the greater leverage you have. We identify, research and initiate communication with potential qualified buyers.
Coordinating Management Meetings
During the sometimes lengthy or arduous selling process, third-party facilitation of management meetings can provide focus and ensure a constructive dialog.
We can formulate and review deal structures, offering you a full analysis on risks, potential concerns and post-tax proceeds.
Deal Documents and Execution
We work with the sellers and legal team to negotiate letters of intent, purchase agreements and other ancillary documents that are needed to secure a commitment from your buyer. Our team works with both buyer and seller to facilitate the deal through closing.
Tax and Wealth Management Consultation
Our commitment to your interests extends beyond the transaction. At HORNE, our HORNE360°℠ approach helps you minimize tax liabilities and provides you with a strategy to manage and grow the proceeds of your sale.