Services

Pre-transition Services:

• Assessment and Strategy

  • Is it the right time to transition the business?

  • To whom do we transition the business?

  • What is our strategy? Exit plan?

• Business Plan

  • Strategic agreement on your direction and a road map

• Business Valuation

  • Well-researched, multiple approaches, valid to target audience

  • Master Certified Business Appraiser

Transition Services:

• External Exit: Sell to outsider

• Internal Exit Strategy: Sell to insider(s)

• Special projects: Acquisition, joint venture, etc.

All work is customized. All services are handled with the utmost confidentiality and respect towards all parties involved.

“Mr. Helling worked with us in evaluating and analyzing the initial offer for our practice. He gave us valuable guidance in understanding the structure of the offer and the parameters for valuation. Mr. Helling helped identify the strategies for further negotiation. In the final analysis we very much felt that he had given sound and accurate advice. We were able to achieve integration into this (multi-state) system with virtually no surprises.”

Administrator
Multi-Specialty Medical Center