The services of Strategic Endeavors LLC will bring significant value to both your financial institution and to your clients who are interested in transferring ownership of their business (whether by sale to unrelated party, ESOP, or other). We have outlined the services we provide and the reasons they are important on the WHY and WHAT pages of this website.

Strategic Endeavors LLC adheres to the IBBA Code of Ethics. We strive to maintain the highest levels of professionalism, ethics and honesty in the conduct of our business. We want to earn your trust and build a mutually beneficial relationship by delivering superior service to the client.

You probably 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 lost at the closing table. It is a reactive approach that puts the buyer in the drivers seat. They will 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.

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. Strategic Endeavors LLC has these qualities and successful transactions to prove it. We believe our services will lead to more completed transactions and more successful transactions for your clients. By being in the loop from the start, you may be in a stronger position to keep the business banking relationship through the transition. In addition, we often assist buyers in identifying financing sources and thus may be in a position to refer new business to you.

A related service that we provide which may be of value to you and your clients is business valuation. The valuation may be for estate planning, partnership disputes, divorce settlements, sale of the business, or other similar purposes. If this is a service you provide, we are glad to defer this item to you for any referred clients and limit our services to the transaction facilitation and management.

Finally, we regularly attend conferences to try and stay abreast of the latest trends in the mergers and acquisition field since it is our full-time livelihood. As such, 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.