Understanding the

Art and Science of the Deal.

        You've worked hard. You've invested years into growing your business into what it is today.  Now it's time to reap the harvest of your life's work, to move on to the next chapter of life.  Sage Advisory Group specializes at helping business owners transfer sale of their companies.  We take pride at being able to provide you with the clarity and support you need to successfully navigate the complicated process of a business sale.


     We understand selling a business is a uniquely individualized process. There are key factors that play a role in whether any deal will materialize, yet we focus on initial engagement. Time spent in the beginning. Details mined. Desired outcomes identified. And to accomplish this, we place great emphasis on deep discovery. We're creative thinkers. And articulating your story, strengths and opportunities is, we feel absolutely essential to the art of making the best deal -- one where you, as the owner, walk away with a sense of satisfaction that the right buyer is taking the reins, and that a top-dollar sale is executed. 

     

Choosing the Right Advisor for the Ultimate Outcome.

     Selling a business -- whether it's for the first time, or your second or third time -- can be extremely rewarding. But without the right support, a business owner can be pulled off-course during a sale process, which can prove detrimental to any sale outcome. That's why it's important to choose the right advisor -- one who will treat your business with tenacity and care, so you can confidently and comfortably continue to focus on day-to-day operations as you implement your eventual exit. It's important having someone on your team who is thorough, supportive and transparent in guiding the process. One who has foresight. Experience. Marketing power. And industry connections to position your company to receive exposure to the finest acquisition opportunities. That's what we do here at Sage Advisory Group. It's what we love doing. Its why people choose us.

The Sage Advantage

1. Partnership

We come onsite to get to know your business intimately to effectively market it. We take great pride and joy learning as much as possible about what you've built. Frankly, in our view, this approach is the only way which leads to the path of sale success.

2. Marketing Power

Spearheaded by a professional journalist and public relations professional, we expertly tell your company's story and market it on the world's most powerful stages and on the largest networks of business opportunities in the world. We facilitate and monitor these activities directly through our proprietary CRM of data to: investment bankers, family offices, C-suite executives, equity investor groups and an entire market of individual buyers. There are distinct differences between a strategic buyer match and a financial buyer match. Our thoughtful, customized marketing approach allows those best suited, to surface.

3. Exceptional Vetting Process

We employ a thorough, automated, multi-layer vetting process to ensure that buyers we present to you are qualified financially and experientially. We don't aim to distract you with unqualified, unfit buyers.

4. Exceptional Value Analysis

Small business appraisals come in many shapes and forms. And costs typically run anywhere from $1,500 to $4,000. We’ve had the greatest success utilizing an NAICS code-customized, multiple comparable Micro-Valuation approach. It provides the most comprehensive report, in about 72 hours. And at $1,500, is the wisest use for your money. This valuation product is a trusted and respected resource for our best clients who want to be in-the-know about a real-time market-assessment of value for their business.

5. Exceptional Transaction Facilitation

From preparing your company to make its debut on the market, to developing and employing marketing strategies that create high attention, to handling the buyer prospect vetting process, to navigating due diligence processes, to negotiating sale terms and myriad transaction details...We are your liaison to the public. And you can feel safe and secure your opportunity will be handled with exceptional attention, confidentiality and utmost professionalism. 

Right Buyer + Top Dollar for Your Business

 = Success

When you hire Sage Advisory Group to represent sale or acquisition of your business, these are

our  three core areas of focus to ensure a successful sale, every time:

We Generate the Most Leads

With our proprietary system and robust CRM, we generate hundreds of leads from across the nation when we market your business, sourcing the best matches.







We Find the Right Buyer

We vet heavily to ensure that the buyers we present to you are not time-wasters.  We look for the buyer who is the best fit (both financially & experientally) who will not just buy your company, but also take what you've poured blood, sweat, and years of your life into, and grow it to the next level of success so that your legacy continues strong.

We Negotiate Top Dollar Sale

Our number one goal is to help you net the highest possible price from the sale of your company, as well as any real estate assets, so that you can start the next chapter of your life with ease and confidence that your years of hard work are in line with the end result or with your achievements.



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