For Advisors
Plug & Play
We aim to be a value-add, integrated service provider in the seller’s existing ecosystem.
We respect the longstanding relationships that the seller has built with their advisory team.
We are here to fill the vacant credit seat, contributing our expertise to the collective goal of putting the seller and the transaction in the best-position for long-term success.
When is an Installment Sale the Right Option?
An installment sale is not for everybody, but for the right situation it is the smarter exit strategy.
Installment sales can unlock liquidity and create win-win outcomes for buyers and sellers if any of these conditions are present:
The seller prioritizes long-term cash flow and tax efficiency over maximum day one cash proceeds.
The best-fit buyer (employee, partner, family member, or strategic acquirer) lacks access to capital.
The business has substantial goodwill / intangible value and without an installment sale its value may never be realized.
There is a need for a seller risk alignment solution to solve information asymmetry or valuation gaps.