Exceeding Expectations.
Creating Value.
WILLIAMS STRATEGIC ADVISORS
WILLIAMS STRATEGIC ADVISORS
Exceeding Expectations.
Creating Value.
Our Services
WillStrat has expertise in helping clients plan out the logical next step for their family business, whether it is to keep, grow, or sell
Keep/Grow/Sell
Ready to exit the business? WSA helps business secure the best value in the sell side process
Selling the Business
We are dedicated to serving as your trusted business advisory partner. As fiduciaries, our commitment is unwavering in putting your best interests at the forefront of every decision. We understand how much work you put into your business, and we are here to guide you with integrity, transparency, and expertise. Our approach is tailored to ensure that every action we take is aligned with your goals. At Williams Strategic Advisors, you can always trust we are fully invested in achieving the desired outcome for your future success.
Why Williams Strategic Advisors?
Providing Independent Advisory to Business Owners Regarding Keep/Sell Decisions
Our Sell Side Approach
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Connect with company leadership to understand firm operation, culture, and goals
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Craft a preliminary company valuation
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Create tailored keep/sell strategies according to company's goals and needs
1.
Preparations
2.
Reaching Out
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Curate a list of compatible buyers/sellers
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Contact key individuals on the list and gauge information and interest
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Signing non-disclosure agreements for information exchange
3.
Due Diligence
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Recieve/send bids/letter of intent (LOI)
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Conduct extensive operational, financial, and legal due diligence on prospects
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Set up management meetings
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Negotiate with most optimal prospects
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Secure a deal with the best value
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Finalize due diligence process
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Prepare closing documents
4.
Secure Best Value
