Is It Time for "The Conversation"?

A 45–60 minute confidential meeting with an experienced M&A professional. Take this short quiz to see where you stand.

What you'll gain from The Conversation:

A confidential, objective discussion with an experienced M&A professional
Advice on succession, sibling rivalry, and fairness to family outside the business
An understanding of how companies in your industry are valued and sold
Exit and transition strategies appropriate to your specific situation
Recommendations to enhance your company's value before going to market

Select all that apply to your situation:

It's time to do something different with my life.

My burning desire to compete is failing. I may be "burned out."

My children are no longer interested or capable of running the business.

I've been approached by a competitor, or the market for companies like mine is hot and it's a good time to sell.

There has been a health scare and it's time to "stop and smell the roses."

I really don't know what my business is currently worth.

My company is losing market share, revenues, and/or profits.

In order to diversify my personal assets, I want to take some chips off the table.

There are relationship issues within my family or partnership which are making the business emotionally draining.

I want to leave my business on my terms from a position of strength.

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