JOSEPH HALE ADVISORS AND THE SALE OF YOUR BUSINESS
Planning
When engaged to assist with the disposal of all or part of your business, our discussions will cover a wide range of issues, among them:
  • Take advantage of estate and gift tax opportunities to defer and reduce your tax burden?
  • Are there assets in the business to be transferred or ‘spun out’ prior to a sale?
  • Are there assets that you wish to retain and lease to the buyer?
  • Have you considered the transaction structure required, a stock sale, an asset sale?
  • Defer sales proceeds (for tax purposes) or rollover proceeds into the buyer?
  • Is your business operating at its maximum potential?
  • Identified personal / non-business expenses to add back to your operating results?
Joseph Hale Advisors understands that all clients prefer strict confidentiality and discretion. We typically only work with the owner.

Execution
Utilizing the Joseph Hale Advisors database, industry insight and your preferences, a list of potential candidates to approach regarding interest in acquiring your business or assets is identified. The most likely industry consolidators, their CEOs and Business Development VPs are known by us and, if applicable, will be included in the target list for your approval. Local competitors, customers, vendors, or other companies in your industry may also be interested.

On your behalf, Joseph Hale Advisors will prepare presentation materials for the transaction, contact interested parties and manage the negotiation and agreement of a satisfactory purchase price and transaction terms. We will also oversee the buyers due diligence process and support your legal counsel as they document the agreement.


Your Family Wealth Plan  |  Acquisitions  |  Transitioning Your Ownership  |  Financing  |  Refinancing
Ambassadors  |  Contact Us  |  Completed Transactions

© 2020 JOSEPH HALE ADVISORS