Valued Representation

What is Valued Representation?

We define Valued Representation as the professional management of a successful transfer of business ownership between a seller and a buyer which places your concerns as a priority in the process.  Whether selling or buying a business, you expect your advisor to be knowledgeable, experienced, confidential and professional.  Valued Representation involves the technical and creative skills to guide you through the sales cycle with the foresight and intuition to anticipate challenges and to offer solutions.

What is the Unique Value of Your Business?

Every business has unique strengths and characteristics which contribute to its value.  The technical craft of applying Valued Representation best practices allows us to take the time to understand these unique elements of business value as extensions of your priorities and perspectives.  We are then able to tailor a sales process which highlights the unique characteristics and strengths which make your business special.

What Can I Expect to Receive Through Valued Representation?

The primary goal of the Advisor is to facilitate the successful transfer of ownership of the business between the seller and the buyer.  Here are a few of the additional benefits behind Valued Representation:

• Confidentiality in the process to protect sensitive information and to provide reassurances to the parties that appropriate representations and warranties are presented and a structured sales process is agreed upon by the key stakeholders.
• Screening and vetting of potential buyers to ensure proper respect of everyone’s time and to only engage in discussions with potential buyers who are ready, willing, and able to move forward in the sales process.
• Preparing a formal business valuation to more accurately understand the business’s position in its market and developing a marketing and sales strategy that aligns with the Fair Market Value of the business.
• Coaching and advising from skilled and professional growth and exit strategists who can present options, resources, and plans to increase the value of the business.
• Placing a priority on finding buyers who appreciate and respect the culture and legacy you created in your business.  In most cases, the business culture is one of the selling strengths which is preserved post-sale.  In other cases, a fresh change in leadership with new ideas and investment capital is needed and welcomed by the remaining team of staff and employees because they, too, desire to grow and expand their skills and experiences which were held back by the prior ownership.  These types of conversations are often sensitive and difficult; however, a skilled Advisor is there to guide everyone through the range of emotions and possibilities.
• Transparent communications and regular updates are also key considerations and expectations you will find with Valued Representation.  No guessing; no missed commitments; no unanswered messages; no late paperwork.  You receive regular updates and your concerns are heard and acted upon.  The tasks are results-oriented, but the process is designed to move fast or slow as needed to accommodate everyone’s concerns in a professional and respectful manner.
• Negotiating the best terms for both parties with a “win-win-win” mentality.  The best transactions are those where everyone feels the price is fair, the terms are balanced, and the Seller walks away feeling confident in their decision to sell and the buyer steps in feeling confident in the future of their investment.
• Valued Representation also considers the seller’s post-sale transition following this significant life changing event.  An experienced Advisor will discuss options for post-sale plans, what those next steps look like, and a holistic approach and perspective of how to prepare and plan for your next life’s adventure.
• Buyers can expect post-sale coaching and advisory services catered to ensuring the first 12+ months of new ownership lead to a prosperous investment in the year to come.  Your business coach and Advisor can help to structure goals, develop performance metrics, and incorporate value drivers all intended to continue to grow the business and improve business value over time.