Pre-Sale
Advisory Services

Boutique M&A, and Advisory for the Middle Market

Planning from Executives Who Have Walked in Your Shoes





    The sale of a company is a complicated process and many factors impacting value. Just like you would spruce up your house before you sell it – your business needs this same type of “tune up” prior to offering for sale.

    This preparation is a necessary, and often overlooked, step by most M&A advisors and investment banks who are focused on deal volume. Reviewing processes, financials and making critical changes to your business well in advance of a sale can add significant value to your business. You can also assure that the sale process moves more quickly and greatly increase the probability of a successful transaction by preparing well in advance.

    How We Help

    Our extensive expertise with business sales gives us insights to quickly review and evaluate your business for its “saleability” and make recommendations to improve value. Done in advance, this will enhance the valuation when the timing is right to sell.

    We are also well equipped to support management through turn-around situations and general process improvement consulting with one clear goal – to increase the value of your business when it comes time to sell, be it now or in the future.

    Pre-Sale Advisory Services Include:

    Value Assessments
    Understanding the difference between your perceived value and the value that the market applies to your business is critical to understanding what steps need to be taken to prepare for a business sale. Value assessments look to quantify this value gap and provide detailed analysis to inform your future strategies.

    Saleability Review
    Success businesses are not always ‘sellable’ businesses. Understanding the success drivers and inhibitors of a future business sale start with a full sellability analysis.

    Value Building Process

    Our assessment is a comprehensive program that is designed to create sustainable value in your organization. This baseline focuses on 8 main value drivers within a business:

    1. Financial Performance
    2. Growth Potential
    3. Company Foundation
    4. Cash Flow
    5. Recurring Revenue Potential
    6. Differentiation
    7. Customer Satisfaction
    8. Management Independence

    The system is delivered directly by one of our Managing Directors and tailored to your specific needs and goals.

    Get your free Value Assessment by completing our Contact Form or Contacting Us at info@saddlecreekllc.com

    • John did a lot to actually help us get more value for our company. He negotiated some significant deal points at the end of the transaction that we were extremely pleased with. John got us a great deal from both a monetary and non-monetary point of view, including the carve out of our specific roles post-closing. John’s communication skills were terrific. We always had a handle on where we were in the deal and, more importantly, where we were going. John has a keen business sense and he really understood our business and what we wanted and we still use him as a sounding board for a variety of business issues. John brought several strategic issues and opportunities to our attention that we would have never considered. That translated to maximizing the deal structure while tailoring terms to our particular needs. Years post-closing, we still consider John a valuable partner.

      Nick Lacamera & Mike Fernandez EVP & CEO - Millennium Communications Group
    • "It was clear to us that having the right M&A Advisor was critical to achieving the outcome that best met our needs and John was instrumental in that process.  He prepared us well and expertly advised us through the entire process.  I have no hesitation in stating that John’s guidance ultimately allowed us to make the best decision for our company."

      Jon Winikur Former Principal and Co-Founder – Strategic Building Solutions
    • "We had been through a sales process before, but, John took the process to an entirely new level. He made it very easy for us and was in front of every issue. Our business was family owned and the entire family was very appreciative of the job that was done in selling our business. Since advising us on selling our business, John remains a trusted advisor for a number of our new business ventures."

      Avram Weissman Former CEO – CSU Industries, Inc.
    • "John did an outstanding job and was able to achieve a sales price that was well above our expectations. John coordinated and managed our transaction beautifully. He was diligent and covered all the bases. John not only handled our transaction, but, was available well after our closing to deal with a variety of post-closing issues with that same level of perseverance and care we experienced during the transaction."

      Jim Allgyer Former Owner and Founder – Casual Living Products Unlimited and Trigon Plastic
    • "I am convinced that we would not have closed our transaction without John’s efforts and his ability to work with our buyer through some very difficult issues. John had a terrific understanding of our business and was able to communicate that very well to potential buyers. He also had a great understanding of what I wanted to do and what would be the best deal for me. John was not only our M&A advisor, but, he truly became an overall advisor to me on a personal level and tax level. He was extremely knowledgeable across all fields of the deal and made a huge difference."

      Kishore Khandavalli Former CEO and Founder – iTech US and SmartWorks
    • John was a true professional and I enjoyed working with him. He also helped me with some administrative issues in the business as I transitioned the business to my management team.

      Lou Primmer Chairman - Freedom CAD
    • As a rapidly growing software company, I was very conflicted about the path for the future. John helped me work through those issues and I was able to put together a clear vision for the future. He is a great advisor.

      Venu Chalamala Founder and CEO – Atlas Systems
    • "I had a number of issues in my business when John and I first met. Over the course of a couple years we were able to work through them and re-focus the business on our core competencies."

      Mark Colombo Owner and Founder - Aris Technical Services
    • We purchased one of the company’s John advised. I really do not think the deal would have gotten done without him. His in-depth knowledge of the business and the extent of his role went well beyond what we normally see in an investment banker.

      Michael Baily Partner – Argosy Private Equity
    • John was a pleasure to work with and, although he was a tremendous advocate for his client, he also helped us achieve a great acquisition.

      Jason Corey CEO – SharedLabs, Inc.

    Have questions about our process or the state of the market?
    Call us today for a no cost, no commitment consultation.

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