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Getting Ready to Sell
Good companies stand out in any market. If you are getting ready to sell your company, it's especially important to maintain sales growth and a healthy balance sheet. Since middle market companies are generally valued based on a multiple of their adjusted EBITDA, maximizing the bottom line is critical to achieving the price you want for your business.
B2B CFO® is a consulting partner of Woodbridge Group that helps owners improve their financial performance in order to obtain the highest price possible for their company. There are 101 B2B CFO® Partners located in virtually every state. B2B CFO®'s services may include:
Phase 1: Steps We Take to Determine Your Company's Needs
- Ask you about your concerns, goals and objectives
- Interview the appropriate company staff
- Look at the company's accounting and/or computer systems
- Review appropriate documentation
- Look at the most current internal and external financial statements
- Review key management reports.
You will receive a confidential written report of our findings. You will also receive value from our Phase 1 diagnostic report, regardless of whether or not you hire one of our partners. Our diagnostic report will let you know if you are ready to sell now or suggest what we can do to get you and your company properly positioned to sell at the optimum time. You will not be presented with a written contract for our services - we engage our clients with a handshake.
Phase 2: Solve the Immediate Concerns
We will work with you for a pre-determined period of time and cost amount on which we both mutually agree. You will receive continuous feedback on the progress of this phase and no surprises regarding our fees. We want to solve your immediate concerns and develop a relationship with you and your company.
Phase 3: Ongoing Relationship With Your Company and Eventual Exit
Our partners want to become your part-time B2B CFO®. We will provide a cost-effective solution to your needs and goals for your company's financial well-being. We will be well positioned to advise you on when you are ready to sell. |
