Successful Sale of Private Company

Large wholesaler in Western Washington

Valuations

M&A

Tax Strategy

Financial Modeling

Client

All Battery

Challenge

All Battery's owner and management team sought to sell the company and transition into retirement. To ensure a smooth and profitable sale, they engaged Cascade Capital to provide expert advisory services. Cascade Capital was tasked with navigating the complexities of the sale process, maximizing the company's valuation, and ensuring a seamless transition to new ownership.

Solution

Cascade Capital began working with All Battery leadership two years before the intended sale to strategically prepare for the transaction. Their approach included:

  • Conducting a comprehensive valuation to determine the company's market worth and justify the sale price.
  • Establishing a due diligence room, meticulously organizing legal, financial, and operational documents to streamline the buyer’s review process.
  • Serving as the primary liaison for potential buyers, promptly addressing questions and resolving any issues.
  • Leading negotiations to secure an optimal sale price based on All Battery’s projected growth and market position.
  • Auditing the earn-out agreement post-sale to confirm that the sellers received the full amount they were entitled to.

the Result

Outcome

Due to Cascade Capital’s strategic guidance and meticulous execution, All Battery successfully completed the sale, allowing its owners to retire as planned. The transaction resulted in an eight-figure sale, marking a highly favorable outcome for the sellers.

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