Play Video

Our approach begins with conducting a business assessment or “check-up” to objectively evaluate the business value range and opportunities for improvement.

Once a strategy is developed to implement identified improvement initiatives, our pre-due diligence team will assist in the gathering, cataloging, and review of due diligence materials that may be requested by an investor/buyer. These materials are stored in a secure online data base for reference and refinement.

From the beginning of our engagement, our team studies market activity, tracking active market participants and transaction activity.  This supports the development of a dynamic perspective on your market and helps us pinpoint potential buyers who are most likely to see maximum value.

This unique approach allows business owners to maximize the after-tax proceeds by investing in a refined process prior to marketing the business. 

With a proven track record of exceeding client expectations – our reputation speaks for itself.

Our seasoned team of transaction advisors understand how a well managed process generates value for clients.

A cornerstone of the transaction process is buyer identification and engagement. We study the market and develop a comprehensive database of qualified, strategic, and financial, buyers that have a  synergistic relationship with your company.

These targeted buyers are confidentially contacted and presented with an opportunity to review a well-developed marketing package that we work with you to create highlighting key benefits and value drivers.

Upon execution of a non-disclosure agreement (NDA) we begin to present your refined confidential information curated during pre-due diligence in a professional manner. This ensures your business is presented in the best light to highly compatible buyers in the market. Interacting with thousands of buyers over the years, we have developed a communication approach that generates results in an efficient manner with an emphasis on confidentiality. 

As we facilitate the dialog with interested buyers, it allows you to focus on running your company while we manage the details of the transaction. Our approach to transaction management has earned us a reputation for our integrity and professionalism while negotiating outcomes that exceed client expectations.

Business growth can be accomplished organically or through acquisition. Consideration of both possible growth models and the implications to the organization should be assessed.

DLA works closely with family offices and companies in the development of growth strategies and execution of business development and/or acquisition initiatives.

Execution can include:

  • Target Identification
  • Message Development
  • Contact Relationship Management
  • Financial and Operational Evaluation
  • Transaction Negotiation
  • Transition Facilitation

Executive leadership can be exhilarating and rewarding. The stakes are high, the pace is fast, and the responsibilities we carry are immense. But if we’re not careful, our leadership load can become exhausting, isolating, and dull.

We grind and grind but rarely sharpen.  Where do you go to sharpen your edge?

Join us and experience:

  • Peer Collaboration: confidential dialogue with other top CFO’s for outside-the-box and under-the-hood peer to peer problem solving
  • Partnership: expert coaching, leadership support + challenge
  • Professional Development: tactical tools to develop your skills
  • Personal Development: objective strategic partners, confidential sounding boards, & whole life advisors

Don’t leave money on the table.

Schedule a call and begin the process of maximizing your exit.