Only 18% of Your Clients Will Find a Buyer

Now You Can Help Them Increase The Odds

We both serve the Small Business Owner market comprised of Owners who will need help getting their business ready to sell – either now or in the future.

Whether that is to a Private Equity Group, the Leadership Team, an ESOP, or to their Family – it is getting harder to find quality buyers every year.

To be ready, they need a coordinated team of professionals who bring specific skills to the table in order to get a Best-In-Class offer and Sale.

Business Partner Interview

Schedule a Time to Talk

The Problem Your Clients Have

  • Baby Boomers own over half of all small businesses in the country
    • 70% want out within the next 10 years
    • 48% want out within the next 5 years
  • 82% that do go to market DON’T’SELL!
  • IT’S ALREADY A BUYERS MARKET

That’s where You and I can help

  • You are already one of their “Trusted Advisors”
  • They will need other professionals who’s expertise can help
  • Many will be curious and need to learn more.  That’s ok

What’s In It For You

  • Expanded Professional Support for your Clients
  • More business in the short-term as their Revenue and Profit grows
  • Retention of the Relationship
  • ADDITIONAL REVENUE

I hope you will consider Partnering with Us

2 Ways You Can Help Them

DIRECT INTRODUCTION

Some Owners are ready to have the conversation now.

In those cases we would ask that you introduce them directly to us as “one of your Associates.”

It works best when you explain that we are an extension of YOUR SERVICES, and they we work for you – on behalf of your clients.

HELP THEM LEARN MORE

Most will need to “learn more about it” and you will have many ways to help them get the information.  

We never use “Sales Techniques” to “Close” them.  ( I hate that, and so do they)

Rather, we create opportunities for them to ask for help, and in every case, you are notified that your client is proceeding forward.

THE DIRECT PATH

  1. Introduction from you
  2. 25 Minute “Fit” meeting to learn what they are concerned about
  3. Value Builder Questionnaire to begin learning whether they are “serious” and have a real opportunity
  4. We analyze the results focusing on the 2 or 3 areas where immediate results can be seen
  5. 2 hour meeting with the client (complementary) to review the results looking at how to immediately find additional profit in the business as well as discussing various strategies to enhance the “Multiple” of value of the business.
  6. If the client decides to engage with us, they proceed to the “Discovery Phase” (see image below)

THE EDUCATION PATH

We have many resources that you can make available to your clients that will help them learn more about the complexities and process that need to be mastered in order to get the best sale and life-after results.   The options include:    (see some examples below)
      1. eBooks
      2. Weekly Podcasts
      3. Articles
      4. Webinars
      5. Online Learning
      6. FAST TRACK OWNER ROUNDTABLES

What We Ask Of You

  • Bring People to the table
  • Be involved with the learning process
  • Share Ideas, Questions and Concerns
  • Be ready to help during Discover, Prepare and Decide Phases

Our Part

  • Provide all content and Coaching
  •  Serve as one of your Team members
  • Quarterly Reviews with you to make sure you are getting value
  • Referral Opportunities