Establish priorities
Separate what needs attention now from what can wait.
Special Situations & Negotiations
When the stakes rise quickly, experienced judgment matters most.
An opportunity, disagreement or unexpected event can change an owner’s choices before there is time to prepare. We bring financial and commercial judgment to the decision: what needs attention now, which alternatives remain open and how to negotiate without losing sight of the longer-term objective.
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Created by opportunity, or by challenge.
Opportunities
- An unsolicited acquisition proposal
- A chance to acquire a competitor
- A growth capital or recapitalization offer
- A management buyout proposal
- A transformative investment or strategic partnership
Challenges
- Shareholder, partner or family conflict
- A founder’s death, disability or sudden departure
- Lender pressure or covenant issues
- Divorce, litigation or regulatory matters affecting ownership
- Liquidity pressure or business distress
Someone wants to buy the business.
An approach can arrive before you have decided to sell. Your first response often shapes everything that follows: the price, the terms, your leverage and your confidentiality. Before you respond, it helps to understand who the buyer is, what is really on the table and what alternatives you have.
- What is the buyer’s strategy, and what can it afford to pay?
- How do the structure, terms and conditions change what you actually receive?
- Is the business ready, and what would strengthen your position?
- Should you engage, defer, invite other interest or decline?
“He helped me choose the buyer that was the best fit for the merger, and the sales price was also a great outcome.”
Patrick Golden · Heritage Environmental Consultants
How we help.
Preserve options
Avoid commitments, disclosures or deadlines that narrow your choices.
Align the people involved
Bring owners, family, management, lenders and advisors to a shared view.
Negotiate and act
Lead or support the negotiation with a clear view of your alternatives and walk-away points.
We work alongside your attorney, CPA, wealth manager and lenders. Each remains responsible for their discipline; we help bring their advice together around a decision.
The right answer may change the arrangement—not sell the business.
A shareholder may need liquidity without the business needing a sale. A company may need capital without the owners wanting to surrender control. A lender discussion may require a credible plan before a financing process. We help distinguish the underlying requirement from the first proposed solution, working with your attorney and the existing advisory team.
Something has changed. Let’s examine what it makes possible.
Begin with what happened, who is involved and what needs to be preserved. The next step may be a negotiation, a revised ownership arrangement, further preparation—or a decision not to proceed.
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