Service 01 - Mergers & Acquisitions
Sell, buy or merge, with a plan
A strategic, efficient deal-making process that streamlines what is often difficult and time-consuming, so you engage only with the right firms from the start. Backed by a large network of buyers and merger partners.
WHO IT IS FOR
Selling your firm
Selling your firm
Selling your firm
You are an RIA or IBD principal weighing whether the time is right to sell, take on a minority capital partner, or secure debt financing; you want someone vested in your interests.
Buying or merging
Selling your firm
Selling your firm
You are using acquisitions or mergers to accelerate growth, enhance enterprise value, gain scale, and build a roadmap for succession, and you want to compete with sophisticated acquirers.
How an engagement runs
01. Assess readiness
03. Benchmark the market
01. Assess readiness
We evaluate your organization's readiness with our proprietary strategic readiness assessment and map the process from start to finish.
02. Target partners
03. Benchmark the market
01. Assess readiness
We identify, target and contact acquisition or merger partners based on a detailed understanding of your needs.
03. Benchmark the market
03. Benchmark the market
03. Benchmark the market
We provide intelligence on competitors' deal structures and comparable transactions.
04. Compare options
04. Compare options
03. Benchmark the market
We objectively compare and contrast your options, side by side.
05. Negotiation
04. Compare options
06. Close the deal
We negotiate the best possible structure for you.
06. Close the deal
04. Compare options
06. Close the deal
We shepherd the right deal through to completion
What is included
What is included
What is included
A process refined over two decades or working with independent business owners, whether you want to sell, merge, take on a minority capital partner or secure debt financing.
What is included
What is included
- A strategic readiness assessment of your organization
- Access to hundreds of RIAs, aggregators, strategic investors, national roll-ups, family offices, private equity firms, broker deals and banks
- Intelligence on competitors' deal structures and comparable transactions
- An objective side-by-side comparison of your options
- Negotiation support and guidance through closing
QUESTIONS WE HEAR
That is what our readiness assessment is for. We look at where your firm stands and what you want from a transaction, so you can decide with facts rather than pressure.
Yes. We help firms sell, merge, take on a minority capital partner or secure debt financing, and we help principals who want to grow by acquiring.
With a confidential conversation. Book a consultation, and we will talk through your goals with no agenda or expectations.
Planning a sale or an acquisition? Start with a conversation
Williams Private Wealth Advisory & Consulting
1912 Mountain High Road, Wake Forest, NC 27587
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