GoodBridge Advisory, LLC

At GoodBridge Advisory, we are highly motivated to assist our clients to evaluate and execute a mutually agreed-upon strategy and be a good bridge to lead the client and its company into the next chapter.  Our focus is on supporting ownership of small to mid-size, privately held companies with core service offerings, including advisory services relating to selling a business, acquiring a business, and business consulting, which is geared towards by implementing financial tools, reporting, and processes to operate and manage a business at the next level.  See our Services page for more details.

One of the potential agreed-upon strategies may include ownership's decision to sell 100% of the company to a strategic or financial buyer.  Selling a business is a life-changing, typically once-in-a-lifetime decision, which should not be taken lightly as generational wealth and financial independence are at stake.  Being prepared to sell a business means thinking well in advance prior to undertaking a sale transaction as the transaction process is lengthy, nuanced and detailed, very time-consuming especially when an owner is trying to run a business at the same time, and extremely difficult to navigate alone as buyers are typically seasoned, sophisticated and well-versed in the deal process. 

GoodBridge Advisory prides itself on understanding the objectives and priorities of the ownership client and informing the client on the key considerations of a transaction, such as the market dynamics, the company's approximate enterprise value and after-tax proceeds, the end-to-end transaction lifecycle, and the significant workload and time commitment that is required.  GoodBridge's approach is centered around tailoring an approach for the client and driving that decision based on knowing the big picture while scrutinizing all of the details inherent in each transaction as we leverage our decades of transactional experience, financial expertise, negotiation skills, market comparables and industry knowledge, and project management skills in order to:

• Understand you the client and your business, its products and offerings, and culture
• Crystallize the goals and ideal outcome for you and your stakeholders
• Properly present "adjusted" or "recasted" financials into a buyer-friendly financial databook to unlock the true profitability and enterprise value of your business
• Seek out qualified potential buyers and execute NDAs
• Share a succinct marketing presentation and the databook that showcases your business and its central attributes with the qualified buyers
• Negotiate proposal terms to maximize value and fit with a single buyer party and execute a non-binding letter of intent
• Manage and streamline due diligence and the finalization of the acquisition legal agreements
• Close on the initial agreed-upon LOI terms 

Prior to sharing the marketing presentation and databook with potential buyers, GoodBridge Advisory will perform a detailed review and analysis of the client's business operations and historical financial statements to "adjust" or "recast" its financials in an Excel databook in order to present its true financial position and potential buyer synergies to highlight the focal points and maximize enterprise value.  Ultimately, we know what buyers are seeking when conducting a preliminary valuation of a company, what a competitive proposal should present and state explicitly, how to efficiently facilitate buyer's due diligence process, negotiate "market" legal positions in the binding legal agreements, and close the deal.

The same holds true for GoodBridge as a buy-side advisor as we advise on what information to seek out from a target company, how to properly value a target company, structure a transaction using market knowledge and experience, conduct due diligence, and close a transaction.  

Succession Planning Services

Selling your business and need assistance outside of the acquisition transaction process?  We have a network of subject matter experts and partnerships to address your needs in financial advisory and planning, tax, insurance, legal, and trusts and estates, so please do not hesitate to inquire if further support is required in these areas.

Please contact us below to discuss how GoodBridge Advisory can be of service to you.