Sell Companies for Maximum Value

As Strategic Partners with Waypoint Private Capital, Corporate Performance Group provides specialized expertise and support to help business owners and entrepreneurs sell their businesses for the maximum possible value.

Most merger and acquisition advisory and investment banking firms focus on financial performance and projections – but Corporate Performance Group and Waypoint Private Capital also provide comprehensive strategic, tactical, leadership, and organizational development support to ensure our clients are able to recapitalize or sell their companies on favorable terms and avoid the problems and missteps that can undermine sales and recapitalization efforts.

Determine Objectives and Timing

The first thing we do is help business owners evaluate their options, develop a schedule and determine the best way to recapitalize or sell their company.

Increase Market Value

Then, using value creation techniques used by leading private equity firms, our experienced advisors go behind the numbers to identify and prioritize opportunities to increase the market value of the company.

After identifying valuation improvement opportunities, we provide transformational change, operational improvement, organizational development and financial management support to help business owners drive valuation improvements.

Develop Selling Strategy

When a business owner decides to sell, we provide specialized support to define the company’s “value proposition” and develop a selling strategy to create maximum sales value for the company.

Prepare Marketing Materials

Building on our extensive sell-side experience, we put together a financial model and offering document to market the company.  An effective offering document should tell a compelling “story” about the company and emphasize the strengths and value proposition of the company.  It should also anticipate and deal with any potential problems or challenges in recapitalizing or selling the company.

Create Market for Company

To create a market for the company, we identify and contact a broad range of potential investors or buyers, including private equity, family offices and strategic buyers to create an auction-like process to ensure the owner receives the best possible terms.

Negotiate Terms

We help business owners negotiate favorable terms because, with our experience, we can match even the savviest investor’s or buyer’s experience and negotiation skills.

Provide Transaction Support

Recapitalization and sales transactions frequently hit a wall in the due diligence and closing processes.  We provide transaction specific support to help business owners successfully navigate due diligence and successfully complete the recapitalization or sale.