CORE provides today’s financial professionals with trusted advice, and valuable services to expand their business

Every CPA, Financial Planner, Business Consultant, and Insurance Advisor strives to acquire and retain clients by providing a successful financial experience.  These clients depend on you to furnish a variety of financial services, but how should you respond when the requirements are outside of your core competencies? As an accounting professional you’re faced with a decision; You want to do what is in the best interest of your client, but can you entrust them to another financial advisor for qualified advice and quality services?  Would partnering be in the best interest of your firm?  Can you trust this advisor to work as diligently as you do?

Through professional alliances, CORE Business Advisors provides financial professionals with the expert support to offer full serviceability, and a wider array of solutions for selling your client's businesses. We offer real value added services, allowing you to generate significant revenue, while strengthening client loyalty. Our business is driven by your success, treating your clients with the same professional consideration and commitment that you do is the best way to insure that success.  We earn trust by consistently acting with integrity and abiding by high ethical standards.

We will instill confidence in our professional alliance with each successful sale

Most accounting, insurance and financial professional’s list of clients includes business owners who contemplate selling their business each year, but seldom take action or plan in advance. The reason is most owners are not informed about how to prepare for, or handle the sale of their business. Our core competencies enable you to obtain the highest value for your client’s business while keeping you in charge as the lead advisor. We will research and analyze the company, value the business, develop a strategic marketing plan for sale, write a business profile to explain the company, qualify prospective buyers, negotiate the sale, arrange financing and close the sale.

When it comes to selling a business, CORE understands the unique requirements and processes essential to meet, and exceed expectations. Why waste valuable resources, jeopardize business relationships, and expose yourself to liability, when together our team of experts can eliminate your anxiety and create an outstanding experience for your customer.  Let us show you how CORE has helped advisors like yourself to improve performance and expand their business.

Benefits you can expect

· Gain an additional revenue source
· Expand your service offering
· Improve your client retention
· Focus on your core competencies
· Minimize potential liability
· Save valuable time and resources
· Provide clients superior service

Why choose CORE?

· Qualified experts in selling businesses
· Trusted for ethical standards & integrity
· Respectful of your status as lead advisor
· Excellent communication & service
· Proven methods for success
· Reasonable fees
· Commitment to your business success

CORE competencies and essential expertise

· Skilled in each of the-more-than 15 key practices needed to sell a business
· Ability to evaluate buyers in the marketplace and identify the best prospects
· Adept at protecting the needs of the seller, while satisfying the needs of the buyer
· We provide valuations and strategies to maximize profit on the sale
· Efficient methods of taking the business to market and structuring the sale
· Thorough understanding of sources for financing and options for acquisition
· Coordinate negotiations with buyers, sellers and meetings with legal counsels
· Expert consulting and advice for you and your client throughout the sale