Sale Client Profile

You’re a successful business person or entrepreneur who has achieved financial success and has a stable or growing business. You are…

Not sure of the options you may have
Looking to sell your business now or in the future
Looking to raise capital now or in the future
At a point in your life where it’s time to focus on retirement or moving on to your next venture
Inexperienced in the sale of a business or dissatisfied with your previous experience with a sale
Well versed in your business and industry but you’re not exactly sure how a potential acquirer would view your company
Aware that there are steps that you should be taking to maximize the value of your company but you’re not exactly sure what they are
Working with a team in your company and quality advisors such as an accountant and lawyer
Not very familiar with the various types of acquirers there are in the marketplace
Confused about the kinds of commitments an acquirer would require of you on an ongoing basis.
Not sure what happens to your accounts receivable, who pays off the debts that you owe, and what happens to the building you own
Wondering if the current decisions you are making will increase the likelihood of a successful divestiture
Looking for answers and a single point of contact you can trust to give you the proper answers to your questions and to point you in the right direction

And most importantly, you don’t think you know everything!

Selling all or part of your business is not the time to experiment. It is critical to get it right the first time. Most likely, selling your business will be the biggest deal of your life. You owe it to yourself to seek out the best advice and counsel, and to thoroughly prepare. We encourage you to email or call us to see if we may be the right team to guide you through what may be the biggest transaction of your life.

Click HERE to see what our clients say.

About Our Founder

Alan Schatten began his career as a CPA, but found the lines of a balance sheet too narrow a focus. His entrepreneurial spirit led him to work in and with a wide variety of industries; that experience formed the basis for the techniques and tools we use to help successful business owners to grow or sell their business.

A Partnering Relationship

We don’t presume that we know more about your business than you do. We don’t presume that we’re smarter than you. You’ve already achieved great success with your business. The objective is to build on your proven track record of success to help you achieve your next goal.

What Our Clients Say

“In the early nineties my partner and I purchased a struggling marine supply wholesale distributor on Long Island. Soon after, we met Alan Schatten and hired him as our accountant. In a relatively short period of time, we realized Alan was not just about putting numbers in columns. Alan quickly learned the internal workings of our company – payroll, inventory, personnel, cash flow, sales and marketing, profit margins, and our competition. Alan became our adviser and confidante, forcing us to take time to step away from our hands on, day to day grind and focus on the big picture details as we grew our company.” [Read More]