Align Your Client’s Business Worth with Their ‘Exit Number’ for a Fully Funded Future
Bridge the gap between your client’s current company value and the wealth they need to enjoy their next chapter
Align Your Client’s Business Worth with Their ‘Exit Number’ for a Fully Funded Future
Bridge the gap between your client’s current company value and the wealth they need to enjoy their next chapter
The Growth & Exit Planning Partner For Wealth Managers
Wealth managers are often the first to know their client is considering a prospective exit and what it could mean to their ability to meet their financial goals.
Don’t let your client take their company to market before they know how it will fit into their overall personal financial plan.
With the powerful knowledge the Market Check provides, Horwich Strategic Advisors (HSA) provides the guidance owners need to move from an “as-is” business to a must-have enterprise asset, ensuring their company’s worth aligns with their wealth goals.
We ensure that business owners receive the full value of their companies so that you can effectively manage the life-changing wealth they’ve earned.
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Our Commitments as a Business Growth Partner for Wealth Managers
Collaborative & Complementary Overlap
Strengthen your client relationship by giving them one of the most important tools to evaluate their overall liquidity needs
Fixed-Price, Service-Based Consulting
Our Market Check is a valuable, fixed-price, standalone service that doesn’t commit your client to open ended billing
Built to Close
Create a desirable enterprise asset by resolving financial & transactional red flags months or years before engaging investment bankers
Neutral Advocacy
Keep the transition moving by addressing difficult topics like founder dependency through our objective third-party perspective
The HSA Process
Provide your clients with a fixed-price assessment of what buyers will pay today and implement changes to ensure your long-term financial plan is built on real-world market data, not assumptions.
1. Market Check
Discover the current real value of your business from a selection of good-fit investment bankers & private equity buyers while maintaining confidentiality
2. Bridge the Gap
Build value with specific value creation strategies that close the distance between your company’s current worth and your financial goals before you go to market
3. Prepare Without Pressure
Create a deal-ready enterprise before the process begins to avoid six-figure deal fees, costly delays, and ensure that you only go to market once
Wealth Manager Case Study
Healthcare Technology Sale Prep Project
HSA was engaged by a couple who own a lighting fixture business and were interested in selling the company. They didn’t know how much the business was worth or whether its value would be sufficient to meet their financial goals.
We did a Market Check for them; just as importantly, we brought in a trusted wealth advisor to help them understand their needs. After developing a thorough understanding of their goals, the advisor assembled a financial plan for them to compare with the results of the Market Check.
After assembling the financial plan, the advisor was engaged to manage the couple’s wealth. The Market Check revealed that additional work was needed for them to achieve their goals, which is still underway in partnership with HSA.
Hear From HSA Clients
FAQ for Wealth Managers
How does this service help me retain my client?
Our involvement helps cement your relationship by guiding your client through the complex business-optimization process. By identifying the transactional red flags that often lead to failed deals, you remain the indispensable advisor who ensured their eventual liquidity event was successful, and their retirement plan was fully funded. When a deal is completed, you’ll have additional assets under management.
How do I maximize my clients’ returns if they are ready for an exit?
Partner with us for your wealth management client as early as possible. If your client is contemplating a transition — even if it’s years away — we can help immediately by providing accurate forecasts and an objective roadmap. This professionalization maximizes their EBITDA and market multiple, securing a higher return for them and a larger portfolio for you to manage.
What is the biggest risk clients take by not preparing their companies for a sale?
The biggest risk is the “Unprepared Discount.” When buyers find fragmented data or owner dependence during due diligence, they use those red flags to negotiate a lower price or cancel the deal. We help your clients avoid leaving millions on the table — or worse, a costly transaction failure — by transforming their business into a must-have enterprise asset before the banker’s clock starts.
How do we handle the gap between company value and retirement goals?
We use our Market Check to gather real-world market data and determine exactly what the business is worth today. If there is a gap between that number and the wealth goals you’ve established, we provide the prioritized action steps needed to bridge it before going to market.