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Why Hire an Advisor?

Strategic & Financial Advisory

Hiring a professional to aid you in selling your business, buying a business, and financing business growth is always the best solution and one that allows an owner to continue running their business as a going concern. 


We invest heavily into our processes, from industry leading database management software to customized CRM systems and data room management. Our boutique advisory firm acts no different than a leading Investment Bank when selling your business, buying a business, and financing business growth and our years of experience in the lower-middle-market, both from an operational and transactional standpoint, ensures our clients receive a fully tailored service offering.


What separates The Shaughnessy Group from other advisors is our experience not only as strategic and financial advisors, but also as operators, entrepreneurs, shareholders and investors. 


We understand what is at stake and we work relentlessly to ensure deals not only close but exceed the expectations of our clients. If we cannot earn praise and referrals from our valued clients, we simply do not engage with them. This is our DNA and unspoken mantra.


Read the Study

This study examines the avenues through which investment bankers add value for business owners selling a business, buying a business, and financing business growth. The study is based on empirical data from a survey of eighty-five business owners who transacted between $10 million and $250 million dollars during the period from 2011 to 2016.

Download the Study

Selling a business without an advisor

Selling a business without an advisor

Selling a business without an advisor

The numbers are staggering, with over 80% or 4/5 of companies failing to transact successfully due to a variety of factors:


  • Ignoring retirement.
  • Failing to plan for life-changing events.
  • Inability to see waning passion.
  • Ill-prepared multi-generational ownership.
  • Diluted ownership via too many equity partners.
  • Lack of younger managers.
  • Misguided employee ownership plan.
  • Unrealistic business valuation
  • Lack of 3rd party advisor to facilitate transition process through the process.

Read our articles

Resources

Selling a business without an advisor

Selling a business without an advisor

The business transition and leadership succession process are not a “I need to get around to doing this” task. It’s a living process that you should start as soon as possible. You’ve given it some thought and almost figured out how you want to transition your business, but a “thought in your head” transition and leadership succession plan is not plan at all, it’s a dream at best and as far as dreams go a potential nightmare.

Read our articles

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