Sale of Business – M&A

Capital Nomics offers clients comprehensive support throughout the process of selling a business, and as CPAs, we understand the value of having financial experts on your side. Our initial consultation, which is provided at no charge, covers all the necessary topics to help you make informed decisions throughout the M&A process.

One crucial step in the sale of any business is proper business valuation. At Capital Nomics, we have extensive experience in preparing valuations specifically tailored to the sale of your business. We understand that net proceeds are what’s important in the end, and we strive to minimize controllable expenses, such as taxes, to maximize your liquidity event. As experts in federal and state tax law, we can help you position your business in a way that minimizes tax liabilities during the sale.

We work collaboratively with your existing advisors, such as attorneys and CPAs, to ensure the successful sale of your business. What sets us apart is that we understand business and accounting exceptionally well, which means that we can provide a higher level of insight and support than most professionals in this business. This is because we have extensive experience in analyzing and valuing businesses, understanding financial statements, and identifying key metrics that drive business value. This level of expertise can be invaluable when navigating the complex M&A process.

If you’re ready to sell, we can help you market your business to potential buyers. We target both strategic and financial buyers, as well as local and global buyers, and conduct extensive research to build a database of qualified target buyers. Our customized marketing campaign is designed to showcase the value of your business to potential buyers and generate interest in your offering. We develop a “Deal Book” or “Selling Memorandum” which includes a comprehensive overview of your business and its financials, and use it to present your business to interested buyers.

Throughout the sale process, we provide guidance and support to help you navigate negotiations, due diligence, and the closing process. We have a track record of successfully closing deals and are dedicated to helping you achieve the best outcome for your business. By working with Capital Nomics, you will benefit from our extensive knowledge of business and accounting, which will provide you with a significant advantage in the M&A process.

It’s important to note that starting the process of selling your business early can give you a significant advantage. By allowing yourself enough time, you can fully develop a plan, get your financials and accounting in the best possible presentation, and address any potential “red herrings” before you start the process of selling your business.

In a business sense, a red herring refers to a misleading or distracting piece of information that is intended to divert attention away from the relevant facts or issues. Red herrings can be particularly problematic in the context of selling a business, as they can obscure the true value of the business and make it more difficult to negotiate a favorable deal.

For example, a potential red herring in the sale of a business might be a large, one-time expense that is not indicative of the business’s ongoing financial performance. If not properly explained, this expense could lead potential buyers to undervalue the business or walk away from the deal altogether. By addressing such red herrings early on in the process, you can ensure that your business is presented in the best possible light and increase your chances of a successful sale.

Capital Nomics serves Central Oregon and the greater Pacific Northwest including Bend, Redmond, Sisters, La Pine, Madras, Prineville, Ashland, Eugene, Medford, Willamette, Portland, Springfield, Tigard, Klamath Falls, and Hood River among other cities. We have assisted clients throughout the Western United States. Please contact us today for a no-obligation conversation on how we can help you success in exiting your business.