you're a business owner considering selling, the first thing we will do
for you is to complete a financial analysis and determine a range of
value. If your expectations are unrealistically higher than market
conditions and if timing is not a critical issue, we'll work with you to
increase your company’s value and sell later. We are not the kind of firm that tells a potential sell-side client what we think they want to hear regarding price.
First, we show you what it will take to achieve your desired value. Together, we then create a project plan to accomplish that value. Our firm knows the market and what buyers are seeking.
Once it’s time to sell, we work closely with your financial planning
and tax advisors to create an exit strategy that best meets your
financial objectives. Our active involvement in pre-transaction
financial and tax planning enables us to clearly define objectives and
goals. Once our exit strategy is in place we prepare the business for
sale and create a “position of strength” from which to work in order to
maximize your value.
Business valuation is a fundamental part of the process when working
with owners of closely held companies. While PGI does not offer formal
business appraisals for IRS or tax and estate planning purposes, we
will, on a selected basis, prepare an "Opinion of Value" for a closely
held company. These Opinion of Value reports have been used for company
valuation, financing, divorce settlements and stockholder buy-sell
Turn-around, liquidation or companies in bankruptcy are not areas of focus for PGI. On a selective basis, however, if an owner wants to exit from an unprofitable business, we offer a strategic sales and marketing program that has resulted in a better solution than an orderly liquidation of the assets. A CPA for company we were referred to in this situation said we obtained four times the liquidation value.