We discuss your services, client mix, employees, and role in the business, then review your financial results. Repeat engagements, project margins, signed work, and customer concentration help us understand the durability of your earnings.
We recommend an asking price based on your financial performance, the strengths and risks of your firm, and relevant transaction experience. We also discuss your preferred timing and transition. If we agree to work together, we put the engagement terms in place before marketing begins.
Synergy identifies and approaches potential buyers, which may include other consulting firms, companies adding a new service capability, private equity groups, and qualified individual buyers. We consider their resources, experience, and reasons for acquiring your firm.
We prepare an anonymous summary and promote the opportunity through appropriate business-for-sale channels and targeted outreach. We screen interested buyers and require a nondisclosure agreement before sharing confidential business information.
We coordinate discussions so you can assess the buyer’s fit with your clients, team, and goals. We help compare price, cash at closing, financing, contingent payments, and the role each buyer proposes for you after the sale.
After you select an offer, we help keep communication and information requests moving among you, the buyer, and your professional advisers. Due diligence may cover earnings, client contracts, employees, and ownership of your firm’s methods or technology. The transition and final terms are documented before closing.
