Professionalize the Asset to Ensure the Deal Closes
Don’t let your client take an unprepared company to market
Professionalize the Asset to Ensure the Deal Closes
Don’t let your client take an unprepared company to market
Make Client Businesses “Deal-Ready” with Horwich Strategic Advisors
As a transaction-focused legal professional, you know that the biggest risk to a deal is an unprepared company.
Messy books, founder dependency, unrealistic financial forecasts, and unaddressed internal flaws are the primary red flags that stall or spoil transactions.
Horwich Strategic Advisors (HSA) eliminates these risks before business owners engage investment banks or go to market. We provide the objective analysis and financial forecasting needed to prepare a business for buyer scrutiny.
By acting as the strategic coordinator for the deal team, we ensure your client’s first time on the market is the only time they need to be on the market.
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Benefits of HSA as a Growth & Exit Planner Partner For Attorneys
Improve Asset Quality
Transform the “as-is” business into an enterprise asset that can withstand the rigors of buyer due diligence
Streamline Transaction Timelines
Identify and resolve critical blind spots through pre-transaction staging to ensure deals aren’t delayed
Protect Client Legacies
Align internal financial structures to ensure the owner’s wealth goals are fully funded by the final exit
Reduce Deal Friction
Address internal conflicts through an objective third party so you can focus on the complexities of the transaction
The HSA Process
Equip your clients with a fixed-price assessment of their company’s marketability and an optimization plan to ensure your legal strategy and the client’s exit expectations are perfectly aligned.
1. Market Check
Discover the current real value of your client’s business from a selection of good-fit investment bankers & private equity buyers while maintaining confidentiality
2. Bridge the Gap
Implement a high-level strategy that resolves red flags and moves the company’s value toward the financial targets you’ve set for your client’s estate and legacy
3. Prepare Without Pressure
Fortify the company’s financials and internal structures before engaging an investment banker to ensure the first time on the market is the only time
Featured Case Study
Healthcare Technology Sale Prep Project
Referred to HSA after a failed transaction years earlier, this PR company’s owners were uncertain if their business was salable. HSA performed a Market Check to validate the company’s true worth and developed a robust financial forecast.
To ensure a smooth execution, we coordinated the specialized deal team, identifying the best-fit investment banker and managing the fee negotiations.
By aligning the banker, owners, and legal counsel under a single growth narrative, we professionalized the process and secured a majority sale to a private equity firm. The transaction closed at a valuation well in excess of expectations, positioning the company for accelerated growth and a future high-multiple exit.
Hear From HSA Clients
FAQ for Corporate & Transactional Attorneys
How does HSA eliminate deal roadblocks that affect my legal client looking to sell a business?
We perform a comprehensive “pre-flight” preparation that identifies deal-critical blind spots — such as messy accounting, undisciplined readiness, or overdependence on the founder — before due diligence begins. By resolving these red flags early, we prevent the costly, months-long delays and detrimental discoveries that cause deal fatigue and broken transactions.
Will HSA compete with me for my client’s legal work?
No. We focus exclusively on business advisory and professionalization. We do not provide legal services or compete for legal fees. Our role is to act as the strategic lead and may identify new legal needs — such as missing deal-critical documentation or contracts or updated employment agreements — that ultimately increase your client’s reliance on your specialized skills. Often, we are asked for referrals for quality transactional counsel.
How does the HSA process help me maximize my client’s post-transaction wealth?
We focus on professionalizing the business to command a premium market multiple and a higher EBITDA. This ensures you are working with the highest possible financial base when designing tax, trust, and estate planning strategies, allowing the legacy work you provide to be fully funded by a successful exit.
How does HSA manage tough personalities and internal conflicts within my client’s business?
We operate as an objective third party, using real-market data and a “buyer’s-eye” perspective to resolve emotionally charged partner conflicts or stakeholder misalignment. By removing ego and personal friction from the decision-making process, we allow you to focus on the legal structure of the deal rather than mediating internal disputes.
At what point in the transaction process should I introduce my client to HSA?
As early as possible — ideally months or even years before a liquidity event is on the horizon. For the Market Check and subsequent roadmap to be effective, they must be executed before investment banking advisors get involved. This ensures the company is presented as a must-have enterprise asset, making your role in the closing process significantly smoother.