Our Approach
Why GoodBridge?
At GoodBridge Advisory, we are highly motivated to assist our clients to evaluate and execute an agreed-upon strategy and be a good bridge to lead the company into its next chapter. Our focus is on supporting ownership of small to mid-size, privately held companies, and our core service offerings include advisory services relating to selling a business, acquiring a business, and business consulting, geared towards helping transform a client's company by implementing financial tools, reporting, processes, and/or capital projects to operate and manage a business at the next level. See our Services page for more details.
One of the potential agreed-upon strategies may include ownership's decision to sell 100% of the company to a strategic or financial buyer. Selling a business is a life-changing, typically once-in-a-lifetime decision, which should not be taken lightly as generational wealth and financial independence are at stake. Being prepared to sell a business means thinking well in advance prior to undertaking a sale transaction as the transaction process is lengthy, very detailed, particularly time-consuming when trying to run a business at the same time, and extremely difficult to navigate alone, especially when buyers are typically seasoned, sophisticated and well-versed in the deal process.
GoodBridge Advisory informs the ownership client on the key considerations of a transaction, such as the market dynamics, the company's approximate enterprise value and after-tax proceeds, the transaction lifecycle, and the significant workload and time commitment that is required. GoodBridge's approach is centered around knowing the big picture while scrutinizing the abundance of details inherent in each transaction as we leverage our decades of transactional experience, financial expertise, negotiation skills, market comparables and industry knowledge, and project management skills in order to:
- Understand you the client and your business, its products and offerings, and culture
- Crystallize the goals and ideal outcome for you and your stakeholders
- Properly present "recasted" financials into a buyer-friendly financial databook to unlock the true profitability and enterprise value of your business
- Seek out qualified potential buyers and execute NDAs
- Share a succinct marketing presentation and financial databook that showcases your business and its central attributes with the qualified buyers
- Negotiate proposal terms to maximize value and fit with a single buyer party and execute a letter of intent
- Manage and streamline due diligence and the finalization of the acquisition legal agreements
- Close on the initial agreed-upon proposal terms
Prior to sharing the marketing presentation with potential buyers, GoodBridge Advisory will perform a detailed review and analysis of the client's historical financial statements to "recast" its financials in a financial databook to present its true financial position as well as assess the overall business in other integral areas (i.e. sales, supply chain, HR, operations, tax, etc) to highlight the focal points. Ultimately, we know what buyers would like to see when conducting a preliminary valuation of a company, what a competitive proposal should look like, how to get through due diligence, negotiate market positions in legal agreements, and close the deal.
The same holds true for GoodBridge as a buy-side advisor as we advise on what information to seek out from a target company, how to properly value a target company, structure a transaction using market knowledge and experience, conduct due diligence, and close a transaction.
Please contact us below to discuss how GoodBridge Advisory can help you.
Succession Planning Services
Selling your business and need assistance outside of the acquisition transaction process? We have a network of subject matter experts and partnerships to address your needs in financial planning, insurance, tax, legal, and trusts and estates, so please do not hesitate to inquire if further support is required in these areas.
Our core values
Why GoodBridge?
- Integrity First We act with honesty, transparency, and consistency — upholding trust as our most valuable asset and where a handshake means our commitment to carry out that trust.
- Client-Centered Thinking Every decision is tailored to our clients’ best interests, with both short-term and long-term success in focus.
- Confidentiality & Discretion We safeguard sensitive information and conversations with the utmost professionalism.
- Expertise with Impact We bring seasoned experience and a broad array of closed acquisition transactions in the industrial manufacturing, distribution, and services space, which translates a once-in-a-lifetime event into an acquisition playbook with a series of steps to action and deliver results.
- Collaborative Excellence Strong relationships are paramount, and we seek to consult you the client, your key stakeholders, and your trusted external parties to provide a transparent and effective transaction process.
- Agility in Strategy No transactions are alike; each business is unique. We adapt quickly, think critically, and deliver innovative solutions tailored to your expectations.
- Value Creation Our goal isn’t just to close deals, but to produce outcomes that maximizes enterprise value and the continuity of the Company's legacy, culture and its key stakeholders - its employees, customers, suppliers, and community. Our goal is to ensure an owner client can walk away feeling an optimal purchase price, structure, and buyer fit was achieved with security and confidence in the business' future without looking back.
Contact Us
Get the value your business deserves.
Send us a message to tell us more about your situation and objectives. We will get back to you soon to schedule a consultation.
