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.

“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

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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
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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

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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
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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

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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
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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.