Sell-Side Financial Advisor

When you are ready to sell your business, there will be many things that need to be done in order to prepare for potential buyers.  Presenting the management, operations and financial condition of your business in a professional, credible, and expected format significantly impacts a potential buyer’s assessment of the value of your business. Do not leave these tasks to unqualified staff.  Serious buyers will expect to receive a well organized package of all the critical information needed for them to make an assessment.  These due diligence packages include the key documentation and information that any buyer will require before they can make a decision.  Gear Up Finance can prepare the due diligence package and help you anticipate the common buyer questions.   We give our clients key insights to help them sell their business and prepare them for the sales process.  Gear Up has significant experience preparing and organizing due diligence material for sales transactions. We make sure the financial statements and projections are organized and projected in way that highlights and supports the key value drivers of your business. Every business has a value proposition story to tell; we just help the buyer to understand and believe your company’s value story.  By doing so, we work to eliminate the valuation gap that so often separates buyers and sellers.

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Corporate Development

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427 S. Boston Avenue, Suite #305 • Tulsa, OK • 74103 • 918.231.4571 • david@gearupfinance.com

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