Eric was very professional and extremely knowledgeable. His initial package sent out to professional sites and other brokers was thorough and very professional. His vetting process ensured that I only met with viable candidates. His communication of complex processes and pricing calculations was very understandable. I appreciated Eric's insight and recommendations throughout the process. He laid out options as well as the benefits and drawbacks of those options at every decision point. I would recommend him highly!
Codiligent knew how to get updated lists of qualified buyers and effectively market to them. Very well done. The three things that Codiligent did particularly well were: 1, financial analysis & packaging; 2, remaining truthful with integrity to both sides (of the transaction); and 3, marketing the business to qualified buyers. I will strongly recommend your services in the future.
Eric represented a client whose business I was interested in purchasing. The information package that Eric supplied to me was excellent: it covered not only the financials in good detail, but also the strategic positioning and customer analysis, competition, and bios on the key employees. Arguably the finest business overview I've seen in my company search. In addition, I think the price Eric and the company owner put on the company was reasonable. Having said that, I did not bid the asking price and about the same time that I bid on the company, so did another suitor. Eric was very fair in terms of how this was handled: he let both me and the other suitor know that competing bids were on the table and offered both of us the opportunity to alter our bid. I think he handled the situation with a high degree of integrity and, while I didn't end up buying the company, I do think the situation was handled very fairly. Definitely a broker that I'd be happy working with again.
Santa Rosa, CA