Case Study #3: Preparing a closely-held business for sale.

Problem: Business owner lacks growth capital to dominate a growing competitive market.

Approach: Evaluate strategic options, assess and prepare business for sale; coach owner through transaction.

Decision: Sell business to strategic competitor with most upside potential.

Results: Transaction readiness leads to 3 times offer value; double the upfront cash offered; stock-based transaction saved $200k in real taxes (offered asset-based).