Strategic Options Analysis
A proprietary approach to evaluate your business and determine the optimal path for a sale
George & Company’s Strategic Options Analysis (SOA) provides business owners with a clear, data-driven picture of their company’s value and market potential. This proprietary tool combines financial insights, industry trends, and market analysis to help you make informed decisions about selling your business.
What Is a Strategic Options Analysis (SOA)?
A Strategic Options Analysis is a proprietary tool developed by George & Company to help business owners assess whether now is the right time to sell. The SOA combines multiple critical elements, including:
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Business Appraisal: A detailed examination of your company’s value using industry-standard valuation methods
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Financing Assessment: A template estimating the cash a lender is likely to provide
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Market and Industry Insights: Analysis of trends, competitors, and economic conditions
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Historical Financial Review: Recasting financial statements to account for non-recurring or perquisite expenses, ensuring accurate representation for buyers and lenders
By integrating these factors, the SOA produces a comprehensive picture of your business’s strengths, opportunities, and areas for improvement—helping you make strategic, informed decisions.
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How the SOA Works
The Strategic Options Analysis begins with a careful recast of your financial statements, adjusting for non-recurring expenses, perks, or other anomalies. This ensures that tax returns and financial records are prepared in a way that accurately reflects the true profitability of your business—a critical step in any sale process.
From there, the SOA examines:
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Company history and management structure
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Working capital requirements
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Past sales of similar businesses
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Client concentrations and vendor relationships
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Business selling market conditions
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Other critical factors affecting overall value
The result is a detailed, data-driven report that highlights whether the current market conditions and company performance are favorable for a sale—or if specific adjustments could enhance your business value over time.
Make Informed Decisions About Selling Your Business
With a Strategic Options Analysis, business owners gain clarity on timing, valuation, and opportunities to improve their company’s marketability. Let George & Company provide the insights you need to navigate your next move with confidence
Why Choose George & Company for Your SOA
For more than forty years, George & Company has appraised and sold thousands of businesses across New England and the U.S. Our experienced team brings unmatched expertise to the Strategic Options Analysis process, ensuring every report is thorough, accurate, and actionable.
We understand the emotions and complexities involved in selling a business. Having sat on both sides of the closing table, our brokers provide practical guidance and professional insight throughout the process. The SOA isn’t just about numbers—it’s about strategy, timing, and maximizing your business’s potential.
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The Benefits of a Strategic Options Analysis
A Strategic Options Analysis empowers business owners by providing:
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Clarity on Market Timing: Identify whether the current market is favorable for selling
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Actionable Recommendations: Highlight adjustments that can increase business value
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Confidence in Decision-Making: Make informed choices backed by expert analysis
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Comprehensive Insights: Understand your company’s financial, operational, and market position
With George & Company, you gain a trusted advisor to guide you through the complexities of selling your business, helping you achieve the best possible outcome—financially and strategically.