How to pick a solid advisory team to help with a sale

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If you’re on an executive team preparing for sale, you are typically focused on performance, operations and projected company growth. These elements are meaningful, but a successful sale will require a bigger picture perspective.

An advisory team can provide the skills and perspective that allow you to accurately benchmark company value against peers or the broader market, while also identifying and assisting with financial, operational and legal adjustments that make a company more desirable to buyers.

In addition, an advisory team might make introductions to well-funded prospective buyers that have not been identified or accessible. The best advisory teams will not only deliver effective sell-side assistance but also leverage knowledge gained through the sale experience to make recommendations for improved performance and growth to buyers. So, how can you choose a winning team?

  1. Know what skills you need
  2. Link internal and external resources
  3. Keep it broad but lean
  4. Request case studies with references

To learn how these four considerations are valuable when identifying the right advisory team click through to The Business Journals.



Kevin Kane Adviosry Team Managing Director - MidwestContributing Writer
Kevin Kane, Managing Director – Midwest
For more than 20 years, Kevin has been focused on the development and execution of strategic solutions associated with mergers & acquisitions, operations, finance and integration for large corporate and middle-market companies. Connect with Kevin through email [email protected] or LinkedIn


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