Preparing for Acquisition

Published on 9 September 2024 at 08:58

Client Type: Family-Owned Staffing Agency Looking to Sell
Challenge:
The owners wanted to position their agency for acquisition but lacked the financial clarity and operational efficiency buyers typically seek.

Solution:
SBG Consulting conducted a full operational audit and helped improve processes related to compliance, reporting, and client management. We also provided guidance on preparing financial statements and ensured all legal and regulatory documentation was in order.

Outcome:
The agency was successfully acquired within a year, with the owners achieving a favorable sale price and a smooth transition for their clients and employees.