Exit Planning & Selling Services - Overview

VR offers a comprehensive set of strategic advisory services to Hawaii business owners with any of the following needs:

• Sale of all or part of a business
• Mergers & Fold-ins
• Exit planning
• Business valuation
• Strategic consulting
• Financial assessment
• Management buyouts
• Recapitalization
• Debt financing.

A brief overview of our primary services is provided below.  The bold headings provide links to pages with far greater detail.

• Sales and Divestitures 
  VR has sold more businesses in the world than anyone®, 67,500 and counting.  We have a rigorous, six phase process to ensure that business owners receive maximum value in the sale of their businesses.; We have sold businesses is every imaginable industry, from accounting practices to yacht charter companies, ranging in value from $50 thousand to $20 million, and with our mainland based investing bank affiliates can service businesses through $300 million. We can find buyers worldwide – private equity groups, multinational corporations, immigrants seeking investor visas, Hawaii “ex-pats” living on the mainland – or facilitate the sale to a local supplier or a management team.  We handle all aspects of the process, including valuation, market analysis, preparation of sales memoranda, target buyer identification and screening, sales and negotiations, deal structuring, due diligence management, closing process and integration assistance.
• Mergers & Fold-ins
  One of the fastest ways to create or destroy value is to merge with a competitor or other company in a closely related industry, or to "fold-in" part of a company (e.g., account list and select employees). VR can help companies contemplating a merger or fold-in assess the potential benefits and risks, navigate these complex transactions, and overcome the substantial financial, organizational and negotiating challenges.
• Exit Planning 
  VR works with business owners, key advisors and relevant stakeholders to develop a comprehensive exit plan for its clients.  A complete exit plan should address a wide variety of issues, including but not limited to: clear definition of owner’s personal objectives, business appraisal, business value enhancement, succession planning, assessment of exit options, retirement planning, estate and trust planning, lifestyle and health considerations, etc.  VR employs the only Certified Exit Planning Advisor™ in the state of Hawaii.  
• Business Valuation 
  We offer - free of charge or obligation – one Broker’s Estimate of Value to any Hawaii Business owner.  This detailed analysis provides a quick snapshot of the likely selling price for a business, based on evaluation and benchmarking vs. statistics on sales of hundreds of comparable businesses.  For clients needing a formal appraisal, we have established relationships with the leading, certified business appraisers in Hawaii and on the mainland. 
• Strategic Consulting
  VR offers strategic consulting advice with two primary objectives in mind: enhancing shareholder value and bettering owner quality of life.  We also provide referrals to a network of consultants with specialized expertise in key functional disciplines (e.g.,, sales, marketing, human resources, information technology, finance) as well as industry specialists consultants (e.g., retail, tourism, construction).  Our monthly email newsletter, Maximum Value, offers free expert advice on improving business value.
• Financial Assessment
  We conduct a detailed review of a client’s financial statements to pinpoint opportunities for cash flow improvement and strategic advice to increase valuation.  We employ the industry leading financial analysis software, ProfitCents Extreme, to provide insights into issues relating to liquidity, profit margins, sales, borrowing, labor and productivity, and assets.  
• Management Buyouts
  Many compassionate Hawaii business owners seek to reward their employees’ long service and loyalty by giving them the opportunity to buy their company.  In many cases, unfortunately, a sale to a management and/ or employee team would be disastrous, as many such teams lack the financial resources, management and leadership skills, and risk taking characteristics required for successful business ownership.  In select cases, employees can be ideal buyers, and may pay a premium for the company.  Sale to these groups is fraught with risk and complexity.  VR helps clients assess the viability of this option, and if appropriate, structure and negotiate a win/win agreement.
• Recapitalizations
  For many owners, selling the entire business is not the best exit strategy.  A recapitalization – the sale of a partial (minority or controlling) interest in the company – can offer critical advantages.  It injects fresh capital and management talent to help grow the business.  It allows shareholders to “take chips off the table”, preserve financial upside, reduce stress, and spend more time with family, traveling, and pursuing other personal interests.
• Debt Financing
  For owners wishing to maintain 100% control of their business, yet needing capital to fund growth requirements or pursue acquisitions, debt financing is the preferred option.  VR assists such clients by matching the financing needs of our clients to those of debt capital sources, and preparing our clients to fully meet lender’s exacting requirements. We work with a broad spectrum of asset-based lenders, Small Business Investment Companies (SBICs), Hawaii and mainland commercial banks, mezzanine/subordinated debt providers, Business Development Companies (BDCs) and Registered Investment Companies (RICs).

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