Services

Capital Advisory

Sell-side M&A and transaction advisory for owners of privately held companies.

Schedule a consultation How an engagement runs

Overview

Most owners sell a company once

A sale is usually the largest financial decision an owner makes, and it is made against buyers who do this professionally and repeatedly. The company has to be presented, explained, and defended in terms those buyers use.

We advise owners through that decision. The work begins while the question is still whether to sell, and continues through preparation, buyer outreach, negotiation, and close.

Who we work with

We work with owners of established, privately held companies — businesses with real operating history, a proven customer base, and enterprise value substantial enough to warrant a formal process.

Selling the company, in full or in part
Bringing in a partner who will take control of the business
Weighing financing alternatives against a sale

Modern corporate glass tower seen from street level

Sell-side processes run confidentially, on a buyer list built around who has reason to act.

Outcomes

What you get

Five areas of the work carry the most weight in the final result.

01You have a defensible view of what the company is worth before a buyer makes an offer.
02Your financial reporting holds up when a buyer's accountants review it.
03Issues a buyer would raise are identified early, while there is still time to address them.
04The process is managed for you, so you can keep running the company.
05The terms that follow the headline price are negotiated as carefully as the price itself.

Diagnostic first

The first work is deciding whether to sell

Some companies are worth materially more in two years than they are today, and some owners find, once they have seen the numbers, that a sale is not what they want at all. The first stage of the work is always diagnostic, and it comes before you commit to a process.

Where a sale is the right course, much of the outcome is determined before the company goes to market. The reporting a buyer will test, the pricing and margin structure behind the valuation, and the systems the company runs on all affect the result. That preparation is part of the engagement.

Process

How a process runs

Preparation

Valuation, financial clean-up, and the materials a buyer will ask for.

Go to market

Confidential approaches to a buyer list built around who has a strategic or financial reason to act.

Offers and negotiation

Reviewing indications of interest, negotiating terms, and choosing who you go forward with.

Due diligence

Managing financial and operational diligence across every workstream so the deal holds its shape.

Closing

Final documentation, funding, and handover.

Services

Capital Advisory services

Sell-side M&A

The core of the practice. We take the company to market and run the sale from positioning through close: the marketing materials, the buyer list, the management meetings, the offers, and the negotiation that follows them.

Exit readiness

Before anything goes to market, whether it should, and what the alternatives are worth.

Valuation

What the company is worth now, which drivers move that number, and how a buyer will read the same figures.

Quality of earnings

We rebuild the earnings picture so it survives a buyer's accountant, and fix what would otherwise surface halfway through diligence.

Capital structure advisory

When the question is financing, we advise on what the balance sheet can carry, what each option costs in control and in cash, and how to prepare the company for a lender or investor process.

Buy-side and acquisitions

Defining what to buy, finding it, and modelling what it does to the business once it is inside.

Financial and operational diligence

On the buying side, we test earnings, working capital, and systems, so you either close on your terms or reprice with cause.

Post-close integration

The first hundred days, planned before closing, so the value in the model still exists a year later.

Next step

Understand where you stand

If you are considering a sale, reviewing an offer you did not expect, or weighing whether the timing is right, we can give you a clear read on where the company stands. The first conversation is confidential.

Schedule a consultation

Contact

Talk to us

Every engagement starts with a direct conversation about the decision in front of you and the timeline around it.

Send an intake message

Email: bevon@bevsanconsulting.com
Telephone: 802-793-4555

Bevon King, Managing Director
Bevsan Consulting
7901 4th St N, Ste 300
St. Petersburg, FL 33702