Your Path to a Profitable Business Exit

Investor groups with a keen sense of business ownership will pay attention to the company culture you’ve developed. Culture takes time to build and cannot be constructed overnight unless you’re the Army Corps of Engineers or a unit of Roman Legionnaires. Investors want to know how the org chart flows. How do you interact with the management team? How long has everyone been here? An org chart w/a minimum of 5 years tenure on average eliminates a lot of questions that an org chart w/an average of 12-18 months will create.

You’ve been at this for a long time. You know this industry and your team better than anyone. You might feel like you’ve hit a productivity rut, or you may feel like you’ve hit the perfect equilibrium. Sometimes you might get bored without new and innovative opportunities. Investors bring a new sense of growth potential along with an expanded vision for the future.

Good transactions are built on trust, integrity, respect, and good faith commitment. They’re not easy to close and transition at any dollar amount. Combative relationships generally don’t improve throughout a transaction and can lead to discord post-closing that adversely impacts business operations.

Well-funded buyers lead serious groups who pay top dollar for valuable holdings. We investigate investor group funding decks prior to making seller introductions as part of our potential buyer onboarding process. You can rest assured that when we make an introduction the buyer group has completed the following steps every single time:

1. They’ll have signed our non-disclosure agreement that has depth and weight
2. They’ve met w/our team and have walked us through their investment criteria, discussed their acquisition portfolio, and their lending/limited partner relationships.
3. They’ve met with our team and have agreed to participate in our transactional process, which is streamlined for efficiency and precision.

The S+P Capital Partners team believes every business owner should always know their business valuation metrics. Knowing your business’s range of value will make your operation more efficient and profitable. In addition, a current business appraisal can help facilitate clearer forecasts & projections, while generating a stronger, more durable infrastructure. Best of all: our business valuation services are complementary for transactional purposes and include no obligation.

By focusing on specific metrics and methods to generate business growth, businesses can improve process efficiencies, increase client loyalty, gain new market customers, create intense focus on target markets, identify the business’ value proposition, build, and improve team member production, and regularly measure and optimize business performance. See our Insights post for more information regarding maximizing your business value.

First of all, congratulations for building a business where others perceive a lot of value. Not everyone does that. Second, sometimes it can be challenging to know if you’re comparing apples to apples, or apples to a football bat. A seasoned and professional M&A team can help you assess your offer’s content, context, and overall benefit to you and your team. Third, having a signed offer is one of dozens of steps required to close a deal, all of which require careful negotiation and an experienced understanding of transactional nuance.

Now. No matter when you plan to sell. The more you know now about your current business value and current market conditions the better. We can show you both. Business advisory services are critical as owners rarely play out the entirety of business exit planning prior to making the decision to go to market. We help navigate the emotional ebb and flow of pre-planning to protect your family’s investment and livelihood through a transparent process that can help reduce internal conflict. In addition, planning now for the future to include contingency planning, charitable and inheritance giving plans, and conversations with 3^rd party tax mitigation experts may eliminate a number of transactional questions amongst an abundance of unknowns.

Business brokers who understand deal mechanics and nuance. You can’t have one without the other. The mechanics are black and white blocking and tackling. Nuance separates the most talented business brokers from the masses. We understand the emotional ebb and flow this process will create and what obstacles are in our path. We’ll guide you and walk side by side with your trusted partners from before the beginning to well after our mission is complete.

Long term succession planning strengthens any organization. Establishing critical positions and highlighting potential vacancies, determining critical skills and future employee performance necessary for business continuity, and focusing on individual and group development to meet future business needs are all components of long-term planning that need immediate and regular attention. It takes foresight and experience to build out a succession plan. We’ve worked with businesses at every stage of the business life cycle and understand that although each business’ needs are unique and specific, certain planning and succession standards are universal. We’ll make sure those business succession planning foundational standards are solidified while we help develop your business exit plan.

Confidentiality is the most critical component of a business sale and we treat it that way at S+P Capital Partners. We know the value your team, customer base, reputation, goodwill, and historical performance create to make your company the industry titan it is. We manage all transactions in secure data rooms and regularly monitor access authority and document review. In addition, we market your business in a manner that tells your story and protects your proprietary process and information.

Real world deal experience. Mergers and acquisitions is a contact sport. We’ve spent the last 25+ years incrementally improving our business advisory services platform while getting thousands of reps working on hundreds of sell side transactions in just about every industry.

We’ve developed very specific and customized deal processes in every industry we’ve completed transactions. We don’t offer a cookie cutter assembly line process. Our team creates bespoke processes from valuation, to marketing, to acquisition target identification, to transaction, to close, and beyond. We don’t take shortcuts, we’re diligent and persistent, and our process is transparent from the very start.

Maturity comes with time and a lot of reps. It’s why experience carries immeasurable value. Your life and business experience are valued by those who don’t have it. It’s quite possible you’ll be offered a consulting role post transition to help the new team adjust. We separate your value from the business and always encourage owners to be flexible and open to multiple options post-transition. We’ll help define those options throughout the transactional process and establish clear expectations prior to close.