Rob works to make the M&A process as simple and effective as possible. He knows that business owners generally go through the business sale process once. It is the advisor’s job to leverage their professional skill set to organize and execute the sale process as simply and smoothly as possible – to the benefit of the seller and all involved in the process.

As a first step in the M&A process, Rob and his team work methodically with potential sellers to fully understand the seller’s goals, the details of the business, and how best to package, market and sell the subject business. This investment in the earliest phase of the process is crucial to a successful sale. From Reno, just a short drive from Sacramento and the SF Bay Area, I guide Nevada and Northern California clients through the mergers and acquisitions process.

Rob and team have a simple set of criteria they use to forecast a successful sell-side engagement;
1) Do we understand the subject business and see it’s value in the marketplace, and have confidence that we can express that value to buyers?
2) Is the business owner truly committed to selling?
3) Do we get along with the seller? Very important…
If all three criteria are met, then as Rob says, “we run our process and work together as a team to complete a deal and achieve our client’s goals”.