Representing Business Owners & Shareholders

S&P Capital works to create an effective and profitable exit strategy for business owners and shareholders. Most clients build a relationship with us in the process of formulating an exit strategy as they prepare to sell their business. Our typical representation will follow these steps:

• Introductory meeting to clarify owner's personal goals
• Collect financial documents and recast company history
• Discuss future projections and vision for growth
• Perform a no cost, no obligation market analysis of their company to determine the current market value
• Formulate an exit strategy that best satisfies the client's needs
• Prepare company for sale
• Develop list of potential acquirers
• Market the company
• Qualify interested parties
• Conduct company tours and interviews
• Generate offers
• Select finalists
• Buyer conducts due diligence and we assist in obtaining financing
• Negotiate Purchase and Sales Agreement
• Closing