For Financial Advisors

A PROFESSIONAL RESOURCE YOU CAN COUNT ON

You serve successful clients, many of which are probably business owners. Typically many of these business owners will have a substantial portion of their net worth tied up in the business. Midwest Business Group was formed to assist small to mid-size business owners in successfully selling their businesses and realizing the maximum value from the process. What a natural partnership. We create liquidity for the client and then you invest and manage that liquidity.


You may have clients that would like to sell their businesses and are waiting for a buyer to come along. This approach will not produce the most favorable result for them and may result in substantial value being left on the closing table. It is a reactive approach that puts the buyer in the drivers seat. They may not have properly prepared the information to communicate the true economic value of the business and will be subject to the timing of the buyer and fate.


Contrast this with a proactive approach where thorough preparation is made, proper timing is assessed, buyers are identified, screened, qualified and then managed, and the process is conducted in a competitive environment that keeps pressure on the buyer and shifts leverage to the seller. A very valuable service that we provide which may be of value to you and your clients is our free objective market valuation. We do the information gathering and recasting necessary to place a realistic market value on your clients business. We do not prepare valuations for estate planning, partnership disputes, divorce settlements, or other similar purposes. If these are services you provide, we would like to meet with you to find out more about your offerings for possible referral opportunities.


To conduct this kind of process, an intermediary needs experience, knowledge and most importantly, the ability to earn the trust of both buyer and seller. Midwest Business Group has these qualities and successful transactions to prove it. We believe our services will lead to more successfully completed transaction for your clients and in turn generate significantly more liquid funds for you to manage. In addition, we occasionally are in a position to refer our seller clients to qualified financial advisors that can assist them in investing transaction proceeds.


Finally, we regularly attend conferences to try and stay abreast of the latest trends in business brokerage. We may be a resource for information on specific techniques and tactics that could be of value to you and your clients in specific situations. Feel free to call us anytime. We would also be willing to participate in cooperative education events that you may offer to clients and friends.


GO TO " CONTACT US" TO GET HOLD OF US TO ANSWER ANY QUESTIONS YOU MAY HAVE AND/OR SET UP A TIME TO MEET TO DISCUSS IN DETAIL HOW WE WOULD WORK TOGETHER WITH YOU AND YOUR CLIENTS TO FIND QUALIFIED MOTIVATED BUYERS FOR THEIR BUSINESSES AND SUCCESSFULLY TRANSITION THEM TO THE NEW BUYER.



THE BUSINESS SELLING PROFESSIONALS

WE SERVE CLIENTS BY CREATING LIQUIDITY...

YOU SERVE CLIENTS BY INVESTING AND MANAGING LIQUIDITY....





Phone: (414) 254-1111 or (866) 577-0427 Toll-free
600 Kurtis Drive - Elm Grove, WI 53122

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