Aldrich Capital | Transaction Advisory
Maximizing the Value of Your Business through Transaction Advisory Services
Aldrich Newsletter
You’ve built a successful business, and now you’re looking ahead to the future. whether it’s understanding the current transaction market or building a transition and transaction plan, the team at Aldrich can help you take your business from successful to valuable.
At Aldrich Capital Advisors, we partner with you to help ensure a smooth, profitable transition, aligning your business goals with tailored strategies for success based on the specific type of business you operate.
Why 80% of Businesses Don’t Sell—and How We Can Help Yours Succeed
Selling a business is more than just finding a buyer. With 80% of businesses failing to sell, preparation is key to standing out in the market. Our team ensures your business is positioned for success, guiding you through critical steps in the process to avoid common pitfalls.
Critical Questions to Consider Before Selling Your Business
Before you embark on your sales journey, there are key considerations that can make or break the success of your transaction:
- What are my personal and financial goals for the sale?
- How can I increase my business’s value to attract potential buyers?
- Is my business ready for the rigorous due diligence process?
- Who are the potential buyers in my industry, and how do I market to them?
- What’s the right deal structure for my exit strategy?
- How do I manage the after-tax proceeds post-sale?
At Aldrich, we simplify the transaction process by managing all aspects of the sale so you can stay focused on running your business. Whether you’re considering selling or building value for the future, we are with you every step of the way. Our team of experienced M&A advisors will help you address these questions and ensure you’re prepared for every stage of the transaction process.
Sales Process Support
Transaction Services
Our comprehensive approach includes:
- Business Valuation Services: Understanding what your business is worth today.
- Quality of Earnings: Ensuring your financials are accurate and ready for buyer scrutiny.
- Internal Succession Support: Planning for internal transitions to new leadership.
- Transaction Tax Structuring: Optimizing tax outcomes to maximize proceeds.
- Post-Transaction Wealth Management: Planning for life after the sale, ensuring your wealth is managed strategically.
- Investment Banking: Sell-side and buy-side advisory services.
- M&A and Capital Transactions: Specialized knowledge in mergers, acquisitions, and capital raises.
- Leveraged Buyouts: Structuring and executing complex buyout strategies.
- Strategic Partnerships: Facilitating joint ventures and alliances.
- Stock Redemptions and Divestitures: Helping you exit non-core businesses.
Meet Our Professionals
Managing Director
Bill Shaw
Aldrich Capital Advisors LP
Bill Shaw joined Aldrich Capital in 2022, bringing more than 25 years of experience in investment banking transactions and corporate finance advisory services. As Managing Director, he utilizes his experience with a diverse portfolio of clients across a broad range of industries to help business owners in our local markets find the right solution to transition and maximize the… Read more Bill Shaw
Bill's Specialization
- Closely-held businesses and owners
- Business succession planning
- M&A and capital raise transactions
- Valuation
- Business planning and analysis
Ready to Transition Your Business?
Let Aldrich Capital Services be your trusted partner in navigating the complexities of selling your business. Whether you’re ready to start the sales process or planning for the future, our team is here to guide you every step of the way.
Looking for support or have a question?
Contact us to speak with one of our advisors.
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