Advisory Services

Acquivest offers clients guidance in buying or selling a business. Our services are divided into three segments:

Assisting Sellers

In representing an owner in a business sale, we offer our client a comprehensive, confidential, and structured process:

  • Pre-sale business assessment, valuation and development of confidential marketing materials
  • Development of marketing strategy to reach individual buyers
  • Identify and contact potential industry and private equity buyers, if applicable
  • Assist client through the negotiation and due diligence process
  • Work with the client’s legal and accounting team through to close of the transaction

Assisting Buyers

In representing a buyer in a business purchase, we offer our client the following services:

  • Assist in the selection of acquisition candidates
  • Confidentially contact candidates
  • Work with the client to assess opportunities and challenges of each candidate
  • Assist client through the negotiation and due diligence process
  • Assist in arranging financing
  • Work with the client’s legal and accounting team through to the close of the transaction

Business Valuations, Research & Analysis

We also assist clients with ancillary services which include:

  • Ongoing advice to build future value in business interests
  • 3rd Party valuations
  • Connection to CFO, CPA and legal services in the state of Florida
  • Consultation on estate planning and investment analysis