Services

What We Offer

You’ve reached this amazing milestone because you know your business better than anyone else. Let us help you reach the next one.

We know what it takes to create value in a different kind of marketplace. Our expert team is devoted to finding the right buyers who will honor your journey and compensate you fairly.

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  • Business Valuations​
  • Business Transition Advisors

Business Valuations

There’s the quick way, and then there’s the right way.

Many people rely on simple multiples to value a business. This can be useful for initial conversations, but can be wildly inaccurate, and downright dangerous, when determining fair market value in today’s market.

At Advisory Partners, we understand that businesses, like people, are unique. So, we take the time to get to know your business inside and out.

Our valuations assess the unique strengths, risks, and business model of your firm to ensure the value we determine displays the tremendous value you’ve worked so hard to build.

Business Transition Advisors

We use structured processes and proven techniques to deliver unmatched results for our clients.

Our Preparation Phase is designed to help you understand and assess the important decisions so you feel prepared from beginning to end.

The Marketing Phase is designed to highlight the key areas that buyers and investors are looking for in a good opportunity, so that we deliver a number of qualified buyers, vetted over multiple phases, to ensure you find the right fit.

Our Deal Team will coordinate initial documents, maintain an organized process and help facilitate all negotiations. We work alongside you to ensure the structure and fine details of your deal are transparent and fair, so you can close with confidence.

The Advisory Partners Difference

1. Personalized Service

No cookie cutter solutions here. We treat each business like it's our own.

2. You Are In Control

You define the goals for success and are in control of all final decisions throughout the process.

3. Expert Marketing

From marketing materials to the buyer funnel, we utilize proven techniques that deliver results.

4. Sophisticated Knowledge

The expertise you need, communicated in a way you understand, to ensure successful results.

Strategic Consulting

Pre-Sale Consulting

Similar to a fresh coat of paint and replacing the carpet when selling a house, we help you identify and prioritize the areas of your business that will have the most value to the eyes of a buyer. Even if you plan to go to market today, identifying enhancements and putting plans in place can have great value to a buyer.

Succession Planning

Who will take over management responsibilities? Can they afford to buy it? Do I give them a discount, and if so, how much?

These are all great questions, and the answers will be different for every business and every owner. That’s why at Advisory Partners, we take the time to understand your goals and design a strategy to ensure your business continues to run smoothly after you decide to transition out.

Compensation & Equity Allocation

How and when to attract, reward, promote and incentivize members of your team is a critical decision that can shape the outcome of your firm. Not everyone should be an equity owner, and oftentimes they don’t need that. We help firms design an incentive compensation structure that works for your firm and keeps everyone focused on a common goal.

Raising Capital

Finding the right capital partner to assist with future opportunities can be the difference between success and frustration. The right partners should not only understand your business, they should be able to add more value than you can accomplish on your own. Beyond just deep pockets, they can often help achieve goals beyond your current path.

The Advisory Partner Difference

You control the process, and set your own goals for success. 

We provide accurate pricing information for current market conditions.

We aggressively market your business, highlighting its unique strengths to suitable buyers to increase competition and drive up the price.

We coordinate due diligence to ensure a smooth process with no surprises.

The proposed TAX changes are going to IMPACT your business value. Find Out How NOW