What We Do
Are we Business Advisors or a Mergers & Acquisitions Firm?
As our company name would imply, we make the distinction as Business Advisors. Sure, we’re also experts in selling businesses, but having a mindset of an advisor makes all the difference when partnering with clients. The alternative, referring to ourselves as a mergers and acquisitions firm, would imply we have a single and solitary purpose.
At Adena, while Mergers & Acquisitions is one of our competencies, we first listen to our clients. Above all, we seek to understand your situation and your business, then we work with you to chart the most appropriate course of action in line with your goals. We efficiently and effectively accomplish this by properly evaluating your business, its performance, and its outlook, helping us make a sound decision, together.
Business "Opinion of Value"
Even though their business is their most valuable asset, the asset which most business owners are relying upon to retire, a large majority of business owners do not know what their business is worth. We can help! Through our detailed and thorough review of your historical performance combined with our access to databases containing thousands of closed business sales, we can help educate business owners on how a buyer will view their business and help them find ways to maximize the business's eventual sales price.
Business and Franchise Sales
We handle all aspects of the business sales process, including:
Preparation of Business Profile
Preparation of all marketing material (Confidential Information Memorandum or Confidential Business Review)
Buyer Screening
Negotiation
Deal Structure
Project Management, including working with attorneys, accountants, and financial planners
Facilitation of tax planning and transition support
Business Buyer Support
Have you found a business that you're considering buying and don't know where to start? Are you wanting to buy a business but need more help understanding the process. If so, Adena can help. We can aid buyers in their business search while also assisting with business valuation, deal structure and negotiation, as well as facilitating the business purchase process from beginning to end.