The pre-divestiture advisory service is critical in maximizing the value of the business prior to entering a sale process and many times, the key to finding the right buyer. Aegis will prepare the client’s business for sale as they have successfully done for hundreds of businesses over the last 25 years. Upon the completion of a pre-divestiture advisory phase, over 80% of Aegis’s pre-divestiture advisory clients successfully complete a sale of their business within six (6) months.
The transactional advisory service has proven over the years to be a prudent and profitable service for hundreds of business owners. Furthermore, it has shown to be a wise use of Aegis’s experience in maximizing the value of a client’s business asset in a sell transaction or, if buying a business, their capital investment. Aegis will manage the entire process for the client with a typical close of a sale within nine (9) months or less and a buy transaction within 6 months or less.
Employee Stock Ownership Plans
For well over 40 years, the modern Employee Stock Ownership Plan (ESOP) has been successfully utilized as an exit / succession planning tool for privately held businesses and their owner / shareholders. Owners that choose to adopt an ESOP for their business have the unique opportunity to achieve multiple objectives for themselves as shareholders primarily through potential capital gains tax savings, the company through yearly income tax savings, while also fulfilling their desire to incentivize loyal employees and maintain the legacy their business has garnered within their respective communities.
Aegis Acquisitions offers confidential Pre-Divestiture Advisory (PDA), Mergers & Acquisitions Advisory (M&A), and Employee Stock Ownership Plan Advisory (ESOP) services for small to medium-sized companies.
For the last twenty-five years, the principals of Aegis have provided advisory services to hundreds of companies from the “mom & pop” business with annual revenue of less than $500,000 to large closely held corporations with annual revenues over $100 million.
Aegis has been fortunate to represent companies and their shareholders within all 50 states in the US and within a wide array of industries, including:
Distribution & Logistics
Energy (Including Oil & Gas and Alternatives)
Food Production and Services
Medical Practices and Other Healthcare Facilities
Retail / Commercial