Business Transition Planning

Executing a smooth transition without guidance is challenging. We’ll guide you through our proven process to achieve maximum value.

For over two decades, we’ve helped founders, business owners, families, management teams, and corporate leaders overcome challenges and successfully transfer business ownership.

Transfer strategies

Make informed decisions with expert insight and guidance.

Deal optimization

Achieve your objectives and maximize deal value.

“REAG worked in our best interest, solved problems and did whatever was needed to get us the best possible deal both short and long term.”

— Grant Hunter, Fuzion Technologies

Transfer strategies

Expert insights
for informed
decision-making

Assess opportunity

Understanding the market, your current positioning, and desired objectives is the foundation of our strategy.

Evaluate the company’s marketability
Determine owner readiness
Consider current M&A market conditions
Project potential opportunities
Identify key value drivers
Uncover deal challenges

Specialized strategy

A customized exit strategy is developed to accomplish your specific objectives and maximize the return to stakeholders.

Third-party ownership transfer
Related party transaction
Financial partner
Corporate divestitures
Reorganizations
Private equity exit
Distressed sale

Create a market

Attract the most
qualified buyers

Identify potential acquirers

We’ll identify and communicate with targeted buyers while representing your best interests.

Determine buyer footprint
Discover potential synergies
Build comprehensive buyer pool

Generate interest

Our team will prepare, package, and confidentially present your business for acquisition through a competitive process.

Attract interest while maintaining strict confidentiality
Drive buyer demand and create competition
Understand each acquirer’s unique value proposition
Coordinate management meetings

Best possible deal

Maximize price
and terms

Select best acquirer

We’ll guide you on selecting the best acquirer based on your predetermined goals and objectives.

Compare and contrast LOIs
Advise on price and structure
Understand cultural fit
Coordinate buyer / seller expectations
Determine probability of close
Select the best acquirer

Establish value and reach a deal

We’ll facilitate negotiations, due diligence, and financing to ensure a smooth and successful transition of ownership.

Structure key deal terms
Facilitate information exchange
Coordinate due diligence
Introduce capital sources
Transfer ownership

Kadee Industries

Kadee Industries is a leader in the design and manufacturing of architectural grating systems and entrance mats for commercial buildings throughout the United States. The company hired REAG to serve as the exclusive sell-side advisor for the company.