Middle Market Advisory Services

Selling a business is often the most important financial decision in every owner’s life. Sunbelt Business Advisors knows that and will assist you every step of the way, from assessing the strength and value of your business, to its transferability to a new owner and then implementing the process to a successful transaction.

Step 1 Advisory Services

Assist in the development of an exit strategy including:Advisory Services

  • Transaction Readiness Assessment
  • Value Driver Analysis
  • Business Valuation & Asset Appraisals
  • Value Gap Assessment
  • Pre-sale Analysis

Step 2 Business Transformation Services

After the completion of the exit strategy, Sunbelt Business Advisors work with you to increase the value, marketability, and transition readiness of your business.   In this step we develop a complete plan with a single goal – to maximize transaction value. Our business transformation services include:

Strategic Planning

  • Transferability Planning
  • Strategic Planning & Timeline
  • Management/Leadership Team Development
  • Sales Transformation
  • Operational/Process Improvement
  • Financial Performance

Step 3 Transaction Process

In our final step, we support you completely from the marketing of your company through the transaction closing process. We ensure all details are carefully conducted to create a worry-free transaction. Our transaction process includes:

Transaction Process

  • Target Market Development
  • Confidential Marketing
  • Buyer Screening
  • Price & Terms Negotiation
  • Due Diligence Process Management
  • Exit Team Coordination
  • Transaction Closing Process Management