SYNOPSIS OF O’KEEFFE & O’MALLEY

For over 20 years now O’Keeffe & O’Malley has been representing business owners in helping them sell usually their largest asset and often their retirement proceeds. Since 1984 we have assisted hundreds of owners in growing & maximizing their company’s value, preparing their business to sell, valuing businesses, confidentially selling and merging businesses, conducting acquisition searches, and structuring financing for clients.

The majority of our focus is representing business owners to help them through the process of selling or acquiring a business. The companies we work with are typically small to mid-size companies in the $1–$50 million range. Clients are usually in the manufacturing, wholesale/distribution, service and large retail sectors.

Usually, selling a business is a once in a lifetime occurrence. Without professional advice and direction, business owners are often negotiating a substantial part of their net worth alone and for the first time. Most buyers are experienced because they have acquired multiple companies. The business owner benefits tremendously by receiving assistance from O’Keeffe & O’Malley.

O’Keeffe & O’Malley partners with Corporate Finance Associates (CFA), a national and international group of experienced merger and acquisition professionals, founded in 1956. Our partnership with CFA gives our clients the advantage of having 35 additional offices throughout the United States and 10 international offices, providing resources to us to meet our client's goals. All of the CFA offices work through us in assisting our clients. The CFA group of professionals works confidentially with us to locate other buyers which we may not normally locate as a one office firm. To review additional information on our CFA partners and their offices see the CFA Web site at www.cfaw.com.

O’Keeffe & O’Malley-CFA is committed to providing clients with first-hand knowledge of what they are getting into when buying, selling or financing a business. And our ultimate goal is to keep as much money in our clients' pockets as possible.
With our assistance our clients make their own informed decisions. The majority of our compensation is paid to us when — and only when — our client says yes to close on a deal.