Advising Family-Owned and Closely-Held Companies to ...€¦ · Advising Family-Owned and...
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CRI Capital Advisors CRIadv.com CRI Capital Advisors | Investment Banking | Advising Family-Owned and Closely-Held Companies to Prepare, Position, and Sell for Maximum Value Selling or buying a business is more about just the financials. When it comes to executing your merger or acquisition strategy, you need an experienced team by your side. CRI Capital Advisors provides solutions for lower to middle market companies that typically generate between $10 million and $250 million in annual sales. CRI Capital Advisors employs a process tailored for each client that determines the value of your company and goes beyond the so-called “proprietary process.” Our team’s industry-leading research tools, penetrating analysis, in-depth insight, and extensive experience helps position your company for maximum value. One of our top priorities is to match our clients with acquirers who intend to honor and respect the values, employees, community contributions, and legacy that you have worked so hard to cultivate. Because we value this relationship as more than a transaction, we also work alongside CRI CPAs and Advisors to leverage the necessary experience to navigate even the most complex of operations to ensure that your transition to your future is one you have always imagined. Whether it’s a complete, majority, or minority sale, or you just want to discuss the essentials of preparing to sell, CRI Capital Advisors possess the strength and experience to guide you to the best possible option in today’s rapidly changing business environment. M&A Advisory Services • Insight and direction concerning all activities leading toward an eventual decision to exit all or a portion of their business Item two M&A Representation • Starting line through the finish line services: everything required for taking a business to market, generating a competitive bid situation, and negotiating for maximum value Market Assessments • A deep research-based approach to provide business owners with a tight range of offers they could expect for their company Market Sounding • Confidential conversations with acquirers to determine the level of interest in an industry and how aggressively they are pursuing growth How long will it take to sell your business? 180 - 360 days Engagement Confidential Memorandum Letter of Intent Diligence Closing Assessment Underwriting Marketing Diligence Closing A registered broker dealer with the Securities Exchange Commission and a FINRA and SiPC member firm.
Transcript of Advising Family-Owned and Closely-Held Companies to ...€¦ · Advising Family-Owned and...
CRI Capital Advisors
CRIadv.comCRI Capital Advisors |Investment Banking|
Advising Family-Owned and Closely-Held Companies to Prepare, Position, and Sell for Maximum Value
Selling or buying a business is more about just the financials. When it comes to executing your merger or acquisition strategy, you need an experienced team by your side. CRI Capital Advisors provides solutions for lower to middle market companies that typically generate between $10 million and $250 million in annual sales.
CRI Capital Advisors employs a process tailored for each client that determines the value of your company and goes beyond the so-called “proprietary process.” Our team’s industry-leading research tools, penetrating analysis, in-depth insight, and extensive experience helps position your company for maximum value.
One of our top priorities is to match our clients with acquirers who intend to honor and respect the values, employees, community contributions, and legacy that you have worked so hard to cultivate. Because we value this relationship as more than a transaction, we also work alongside CRI CPAs and Advisors to leverage the necessary experience to navigate even the most complex of operations to ensure that your transition to your future is one you have always imagined.
Whether it’s a complete, majority, or minority sale, or you just want to discuss the essentials of preparing to sell, CRI Capital Advisors possess the strength and experience to guide you to the best possible option in today’s rapidly changing business environment.
M&A Advisory Services
• Insight and direction concerning all activities leading toward an eventual decision to exit all or a portion of their businessItem two
M&A Representation
• Starting line through the finish line services: everything required for taking a business to market, generating a competitive bid situation, and negotiating for maximum value
Market Assessments
• A deep research-based approach to provide business owners with a tight range of offers they could expect for their company
Market Sounding
• Confidential conversations with acquirers to determine the level of interest in an industry and how aggressively they are pursuing growth
How long will it take to sell your business?180 - 360 days
Engagement
Confidential
Mem
orandum
Lett
er o
f In
tent
Diligence Closing
Assessment Underwriting
Marketing
Diligence Closing
A registered broker dealer with the Securities Exchange Commission and a FINRA and SiPC member firm.
