Buying a business is a huge financial investment — the right fit is a must. Whether you’re going to be hands-on with the day-to-day operations or trust others to make most of those decisions, if your purchase isn’t the perfect fit the chances of it being profitable can plummet.
Luckily, we’re here to guide you through the journey. A dedicated Portage crew works with you and your advisory team to identify opportunities from within our current sell-side clients and our wider network.
Just because you’re ready to buy, doesn’t mean there’s a business ready to be bought. Patience is a virtue. Step 1 is understanding your needs and desires.
We then tailor a plan to you, highlighting competitive forces in the industry, major players and outlooks, identifying targets, gauging interest and handling due diligence. Once we’ve landed on a fit, we drive the boat and captain every aspect of the sales and transition process.
Buying a business can come with twists and turns. M&A advisors are there to navigate both sides through the process. They are essentially project managers with experience on both sides of the buy-sell process. They keep lines of communication open during negotiations, make sure both parties have the right people at the table, ensure due diligence is done correctly and more.
They know all of the steps and keep everyone on the right track throughout.
This is the easiest part. Just fill out the form through the link below or give us a call to schedule an initial meeting. The form is the best way to begin because it includes the NDA as well as a confidential profile.
With those completed early we can begin the process of identifying opportunities and may even have some to present when we first get together.