Exiting a Business: The right team makes all the difference
When Carlos came to us he was in the process of selling his family business to a Private Equity buyer. He’d been negotiating the deal himself and felt he was slowly losing control of the process. We were able to come in with comprehensive consulting on tax, estate planning, and a diversified investment strategy to preserve and invest the proceeds. One of Carlos’ primary goals being to provide multi-generational income.
“I’m just more confident that I have a team of professionals guiding me through this process to get the fairest price for my business.”
Problem
Carlos was making common yet avoidable mistakes. Allowing the PE firm to delay the sale and chip away at the valuation effectively eliminated the competition. They were slowly wearing him down.
Process
Through our valued partnerships and collaborative advisory services, Carlos started working with an M&A attorney, and an investment banker who was able to quickly address the diminishing valuation and then effectively double it. Meanwhile, the Archipelago team helped Carlos clarify the income he needed from the sale and plan for strategies to get him where he needed to go.
Result
With the right team in place, Carlos’ sale timeline sped up, his valuation increased and the sale was completed within three months. Now, with the influx of liquidity, we are working to create opportunities for growth and stability in his portfolio.
Disclosure: This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
More Case Stories…
