Maximizing Value involves presenting the right deal, in the right way, to the right party. We strive to optimize M&A outcomes by customizing processes specific to each client by acquiring a thorough understanding of the concealed value in their company. This understanding is driven by the transactional, operational, financial, and tax experience of our professionals.

Seller Representation: Maximizing Value, while reducing transaction risk is our overarching goal with all sell side engagements. We start the engagement by performing a preliminary valuation based upon industry and market trends, financial potential, and other competitive factors as meaningful to different buyers and then develop a customized sale process to accomplish the client’s priorities such as maximizing the sale price, maintaining confidentiality, and minimizing transaction risk.

Buyer Representation: Successfully executing an acquisition involves careful analysis of post-transaction liquidity, profitability, tax consequences, operational synergies, and cultural compatibility. We perform complex financial modeling of the prospective enterprise to uncover true value of the transaction, while facilitating feasible financing options for the transaction.

Those services listed herein that are required to be performed by a registered broker-dealer, including securities-related M&A advisory work and capital raising, shall be provided by Fallbrook Capital Securities, Inc. (“Fallbrook”), member FINRASIPC. 26610 Agoura Road, Suite 120, Calabasas, California 91302-3823. Dave Parikh is a licensed investment banking agent and would perform such services on behalf of Fallbrook. BusinessWise Capital and Fallbrook are not affiliated entities.

The information contained herein is believed to be reliable, but is not guaranteed as to its accuracy or completeness. This website is provided solely for your information and convenience. This material does not constitute an offer to sell or a solicitation of an offer to buy any security. An offer can only be made by a prospectus that contains more complete information on risks, management fees and other expenses. In order to fully understand all of the implications and risks of investing, investors should carefully read a prospectus before investing. Investment Products and Services Are Offered Through Fallbrook Capital Securities Corp. (Member FINRA and SIPC). You may contact Fallbrook Capital Securities Corp. by calling (818) 657-6100 or go to www.fallbrookcapital.com