PROFESSIONAL

Services

What We Can Do for You

Strategic Preparation

We work with you to identify key considerations ahead of a sale process. Why are you considering selling? What is your desired involvement after the sale? Who is an ideal buyer?

Financial Readiness

We assess and analyze your financial readiness. We review and advise on your financial results, expected performance, and reporting so that you can be prepared to address buyer due diligence requirements.

Operational Readiness

We review key operational metrics and identify operational risks in order to develop strategies that maximize value and increase the chance of a successful sale outcome.

Customer Review

We examine your customer base in order to identify potential risks that can impact value.



Legal and Business Risk

We review legal considerations that buyers are likely to identify, helping you to address those risks proactively.



Sale Process Readiness

We work with you to help you prepare for the sale process. We support and assist with the key steps to be taken before a process including the selection of legal and banking advisors.

  • The Gallatin team is fantastic.  They bring extensive transaction experience and a deep understanding of the many moving parts involved in any deal. Their operational and M&A expertise make them invaluable partners in helping business owners strengthen their business and prepare for a successful exit. I highly recommend Tom and his team.
    Joel Nylund, Co-founder and CEO
    Solution Street
  • A company that is well-prepared ahead of starting a sale or fundraising process has the opportunity to control the narrative with potential buyers.  Demonstrating thorough preparation not only enables a smoother diligence process and sends the right signals to acquirers but also reduces deal risk.  Tom excels at serving as an experienced and insightful trusted partner to founders and investors throughout the transaction process.
    Michael Denning, Operating Partner
    Blu Venture Investors
  • The Gallatin team is fantastic.  They bring extensive transaction experience and a deep understanding of the many moving parts involved in any deal. Their operational and M&A expertise make them invaluable partners in helping business owners strengthen their business and prepare for a successful exit. I highly recommend Tom and his team.
    Joel Nylund, Co-founder and CEO
    Solution Street