OUR SERVICES
Company Sales
When a company considers selling itself to another entity, they usually hire an M&A sell-side advisor. Sovereign M&A Coaching and Referrals helps clients realize additional value by offering services like sale readiness reviews and legal negotiation support.
Corporate Development
Outsourced corporate development services help improve company strategies, provide initial communication and target identification, raise capital (if applicable) for businesses, and provide valuation support and negotiation.
Business Services
We offer general business services, including financial modeling (operating and financing models) to turn past performance into future expectations clearly and concisely. Sovereign M&A Coaching and Referrals also offers KPI design and tracking services.
Tailored Approach
MADE FOR YOU
Sovereign M&A Coaching & Referrals is committed to bringing institutional M&A experience to small and mid-size businesses. Our experience combined with our willingness to roll-up our sleeves allow us to craft winning strategies and coach business owners to avoid common pitfalls and maximize their proceeds.
CUSTOMER TESTIMONIALS
WHO DO WE SERVE?
As the baby-boomer generation approaches retirement age, there are more businesses on the market than ever before. If you own a business generating between $5-$20 million of revenue and don’t know where to get started, we can help. Our primary market is the state of Florida but we have helped business owners across the country in all types of industries.
PATH TO SUCCESS
Book a Consultation
Our process begins with scheduling a consultation with a professional at Sovereign M&A Coaching and Referrals. Complete the contact form on our website, and one of our friendly team members will contact you as soon as possible.
Initial Meeting
During our first meeting, I will seek to understand your goals and objectives. I will use my experience to help potential business sellers maximize the value of their business and do my due diligence for a favorable outcome.
Create a Plan
Effective planning leads to effective execution with a unique, tailored plan and outline of recommendations based on your objectives. We offer advisory through the eyes of a professional buyer to help potential business sellers maximize the value of their business.
