I recently referred Eric to a client of mine that is considering a potential exit in the next three to five years. Rather than talk to them about how great his company is, he engaged my client in a confidential discussion of tangible steps they should be taking NOW in order to maximize their exit options and ultimate sales proceeds in the future while at the same time, helping to ensure their business succeeds after their exit.
Eric brings the technical resources and analytical acumen of mid and large market acquisition and disposition services to the small company market. Too often in the small plan market you find company write ups that read more like a real estate listing rather than a hard analysis of the current financials of the business as well as a reasoned projection of the future of the company.
I highly recommend Eric and Codiligent to any company executive or owner who is considering their options to either exit or expand a business.
Tim Wood, MPA Independent Corporate Retirement Plan Fiduciary Foster & Wood Portland, OR