Sale Preparation Services

CEO Advisor, Inc. has decades of mergers and acquisitions experience and provides comprehensive advisory services to CEOs, Presidents and business owners of small and mid-size businesses for the future sale of your company. As your trusted advisor, we provide complete Sale Preparation advisory services to optimize your business' value and prepare your company for a future sale. Our Sale Preparation advisory services provide hands-on expertise in preparing a pre-Letter of Intent virtual Data Room of corporate documents, coach you on the sale process and working with future prospective buyers, understanding your role in a sale process, understanding the key requirements of future prospective buyers, and other key aspects. We work hands-on with you to achieve your goals with our proven Sales Preparation process. Our Sale Preparation advisory services are both affordable and effective to meet your specific needs. Call Mark Hartsell, MBA, President at (949) 629-2520 for more information.
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Sale Preparation Offering

20 Hours Per Month Advisory Services
  • Goals set up front and weekly online meetings to ensure progress weekly.
  • Four 1.5 hour hands-on weekly online meetings (6 hours) based on a prepared agenda to address your Sale Preparation needs.
  • Plus hands-on advice and work performed off-site by CEO Advisor of 14 hours per month.
  • Consistent Monthly Retainer; No Surprise Billing.
Contact us at (949) 629-2520 for pricing and additional information.

Industries Served

CEO Advisor, Inc. is a specialist in providing business and growth advisory, exit planning, exit strategy and sales preparation services to CEOs and owners of small to mid-size businesses. We service a wide range of industries by drawing from your deep industry expertise coupled with our depth of experience and expertise in business, exit strategy and sale preparation services. Our clients are from the following industries and many others:
  • Software
  • Technology
  • Digital Services
  • Services Companies
  • Manufacturing
  • Media Services
  • Healthcare
  • Private Equity Firm Portfolio Companies
  • Professional Services
  • Others

Service Offerings

CEO Advisor, Inc. provides a full range of advisory services to meet your needs:
  • Growth & Strategy Advisory Services
  • Business Planning & Forecasting
  • Exit Planning Advisory Services
  • Exit Strategy Advisory Services
  • Preparation for a Future Sale of Your Company
  • Turnarounds & Cost Reductions
  • CEO Advisory Services
CEO Advisor, Inc.
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Contact US
Address
23 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660