We create liquidity solutions for business owners that are tailor-made to meet the goals of the owners. In our experience, the catalyst for exploring liquidity generally falls into one of the following categories:
In all of these situations, we listen to you to try to understand your goals, and then we present a solution to you designed to meet your objectives.
Once we agree upon a liquidity solution with you, we will create a letter of intent that details our agreed upon solution. We expect to close upon the terms of the letter of intent and we will drive to close as quickly as possible. We will be transparent during the closing process. We know that no one likes surprises. We will clearly communicate with you all along the way. We will be efficient. We know that you have a business to run, and we will limit disruptions to your day-to-day operations.
Doing what we say we will do is the most important part of our reputation. We will be happy to introduce you to our references who will vouch for our reputation.