Rich and Co.

My M&A Services: For Sellers

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I independently represent business owners seeking to sell or acquire financial partners typically for succession or growth.  My services include:

  • Structure and market the business for an optimal sale
  • Privately identify and qualify potential buyers
  • Make introductions and support due diligence
  • Support the negotiations and deal discussion
  • Help to close the transaction and see through to successful completion

Advantages of My Approach

  • Confidentiality
  • Independent counsel and proprietary data/information
  • National network of contacts as trusted advisor
  • Efficiency, increased speed of transaction(s)


  • Offering Development – We help you pull together a compelling and accurate description of your business and its potential along with identifying appropriate and optimal buyers and partners.
  • Finding Potential Acquirers and Partners – We independently and confidentiality represent your business to potential buyers and partners. You can market your firm without having it known by employees, clients, competitors or predatory buyers.
  • Due Diligence and Qualification of Buyers – Before you meet any buyer, or the buyer knows of your opportunity, we “audit” the strengths and weaknesses of the buyer’s capabilities and the seriousness and “fit” of their interest.
  • Introductions and Negotiations Management – We initiate contact and act as “go-between” between parties, as needed. As an independent third-party, we are often able to speed negotiations and help uncover critical issues.
  • Transaction Closing Post-Sale Support – We provide support and resources as needed.

Written by Rich and Co.

January 7, 2015 at 5:39 pm

Posted in Uncategorized

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