- eklaich@monarchadvisorygrp.com
- 100 Pine St., Suite 1250 San Francisco, CA 94111
- 415.964.1000
Monarch Advisory Group guides founders and family‑owned enterprises through confidential sales and succession events with Wall Street precision, strategic insight, and the discretion of a private‑client firm—ensuring every transition protects what’s been built while unlocking its full value
our Growth Strategies service is for owners who plan to sell their business but want to enter the market stronger, cleaner, and in control. We help you refine margins, clarify your growth story, and professionalize your operations so buyers see a clear, defensible path to higher EBITDA—before you ever walk into an auction.
Identify underperforming customers, channels, and cost structures, then design a practical plan to boost and stabilize profits in the 12–36 months prior to exit.
Turn your business strengths into a clear, data‑backed story: what will drive EBITDA growth post‑sale, how much capital is needed, and what upside looks like with straightforward execution.
Help you clean up reporting, systems, and documentation so your financials and story are easy for buyers to understand, reducing due‑diligence surprises and valuation pressure.
Lower middle-market exits delivering optimal valuations and seamless closings for business owners.
Buyers pay more for businesses with visible, credible growth levers. A strong growth plan reduces perceived risk and opens the door to higher multiples, better working‑capital assumptions, and more favorable earn‑out structures.
When your business is stronger and cleaner, you decide when to go to market and can walk away from lowball offers or drawn‑out, exhausting processes.
A clear growth plan helps you define how long you’ll stay involved post‑sale (or when you’ll exit), so buyers feel confident about continuity, relationships, and execution.
