Due diligence and brokering the right price, several payout options available. Are the cultures a good fit? Succession planning and strong management in place? Continuing education provided? Is the physical location a consideration. Strong relationships, budgets, liabilities, prospect and contact database designs are just a small part of what I can do for you.
There are a number of items to consider when looking at selling, merging, partnering or purchasing a recordkeeping or TPA firm.
This is an hourly based service and not contingent on the final consideration between any parties. A flat fee can also be negotiated but will not be based on the final sales price. This permits me to be more objective. I work with you every step of the way to provide a mutual and profitable outcome for everyone involved.
A typical time frame is less than a year. However, the more documents that are easily accessible and one or two single points of contact can provide a closing date in less time.
mail: PO Box 25974, Christiansted, USVI 00824
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