For advisors
When the client of an accountant, attorney, banker or wealth advisor begins to consider a sale, Wild Rose Advisors prepares a confidential written valuation for the client at no cost. The referring advisor remains the client's advisor.
- 01
Accountants
Clean, documented financials are much of what a buyer pays for. The preparation work belongs to the accountant, and the firm tells the client so.
- 02
Attorneys
The letter of intent, the purchase agreement, the non-compete and the escrow terms. The firm compares offers; the client signs nothing without counsel.
- 03
Bankers and Wealth Advisors
A sale is typically the largest liquidity event of an owner's life. The proceeds remain with the advisor, not the firm.
What the client receives
A written assessment of the company: an estimated range of value grounded in current published transaction data, the buyers active in the sector, how the company appears from the outside, and what would move the figure. It is directional rather than an appraisal, and labeled as such. It carries no cost and no obligation, and requires nothing to be signed.
Referral arrangements
Each profession has its own rules governing referral relationships. Whatever a partner's situation permits, the firm puts in writing before anything proceeds. In every case the client is treated in a manner that reflects well on the referring advisor, and the advisor is kept informed. The firm's engagements require careful accountants and transaction counsel, and the firm refers that work to the professionals who work with it.
Wild Rose Advisors welcomes conversations with the owners of founder-owned companies.
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