Practice owners may choose to merge upstream or sell to another firm for many reasons. Maybe you seek access to deeper infrastructure components like technology, human resources/recruiting, and marketing. Or it could be that insufficient talent and ambition within your organization prohibit an internal sale to the next generation of partners. Or perhaps you simply aim to extract the greatest possible value from your practice in retirement. How will you identify the right buyer or merge partner and achieve a profitable, successful outcome?
Kuesel & Associates guides every step of the process, helping you with everything from finding the right buyer to securing the best possible price and terms to ensuring a smooth transition for your practice, your people – and you.
A prior consultant once told us that when we sold our firm, we wouldn’t have a lot of choices, and the buyer would be in control. Art’s attitude was that the right match was out there – and his ability to find it for us was excellent.
Kane Norton, Shareholder, Ruggiero Martinez & Norton, PA
The Advantages of a Strategic Sale
Kuesel & Associates brings a unique approach to organizations looking to sell to or merge with another firm. We recognize that every scenario has complexities that deserve attention. And we understand that that success depends on asking and answering the right questions, including:
Do all partners believe a sale is the ideal outcome? If so, what are the agreed-upon parameters surrounding price and terms?
Beyond price and terms, what are our baseline and ideal outcomes (e.g., secure buy-out, reduce administrative burden, gain access to talent, etc.)?
What characteristics must the right buyer demonstrate (i.e., corporate culture geography, market presence and position, services, client composition, etc.)?
What tangible and intangible assets are we bringing to the transaction?
What are the key steps on the acquisition timeline? When do we expect each one to take place?
How will we find, evaluate and reach buyers?
How will we integrate our culture and processes with those of the buyer?
The whole process is designed to minimize strain on your business and reduce stress on you. The advantages of a merger are within reach. Let’s explore the best way for you to achieve them.
