Strategic Positioning for Owners Preparing to Sell Both Operating Assets & Real Estate
Schwalb Corporate Advisory represents business owners pursuing the sale of their company as part of retirement planning, or a broader strategic transition. We recognize that selling a closely held business is both a financial and personal decision, and we structure each engagement with that responsibility in mind.
Our services include business positioning, valuation framing, buyer targeting, confidential outreach, financial narrative development, negotiation strategy, and assistance with transaction management. We focus on helping owners clearly articulate the strengths of their business while protecting sensitive information throughout the process.Rather than broadly marketed sale processes, we prioritize targeted buyer engagement that supports valuation and preserves confidentiality. The objective is not simply to complete a transaction, but to help owners achieve outcomes aligned with their goals for both the business and their future.
One of the most unique aspects of our seller-side representation is that we also work in very close coordination with our affiliate, Schwalb Realty Group, to oversee the sale of business-occupied real estate assets to help maximize aggregate proceeds.
We are ready to advise and oversee the following real estate asset disposition scenarios in parallel when you sell your business:
- The buyer acquires your real estate assets
- The buyer only seeks to lease your real estate assets (and we procure a third-party to acquire the real estate).
- The buyer does not seek to occupy your real estate assets (and we market your real estate to other users seeking space).
Our unified, in-house approach to overseeing the sale of businesses, together with the real estate they occupy, has helped us greatly distinguish ourselves and address a need that goes unanswered by conventional M&A advisors.