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This service will help business owners get ready for a transaction. The Advisory Service augments holistic approach to investment banking and specifically assists clients and prospective clients whose owners or Board are ready to sell, but their business may not be. Engagements align all parties to achieve a singular objective in a timely fashion - a successful transaction at maximum value, rather than a failed process or reduced valuation.

Our advisors and industry experts work with sellers to prepare their company for an effective sale process that attracts the right buyers and yields the highest value to the seller. In doing so, our team does the following:

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News & Insights

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September 28, 2023

How to Avoid Seller’s Remorse in an M&A Deal

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September 21, 2023

Growing a start-up into a business is about execution

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Thinking ahead about restructuring before you need it
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Growing a Start-Up into a Business - Guidelines for the CEO
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CDI Global launches more languages on website