Call: 616-379-4045

How Do I Get Started?

Interested in using our on-line Assessment tools to determine if your client is ready to sell their business? We encourage you to complete our 8- Question Planning Assessment with them to help evaluate if they are ready for a transition event. Additionally, to determine the health of their business, we would encourage you to complete the Value Builder Report with them. We can provide the results to you to review with your client.

Join the Rua Associates Team as an Affiliate Advisor

Rua Associates works closely with certified Affiliate Advisors to help clients get the best resources possible for their merger and acquisition needs. Whether you are an attorney, a CPA, a banker, or a financial planner you share a concern for your client. Given that almost eight out of ten negotiations break down, your client could suffer significant risk personally or financially. Our approach mitigates these risks.
Want to become a Rua Advisor? Contact Us for further information.

Benefits For the Advisor

Financial Rewards
Relationship Rewards
Back Office Support from Rua Associates team

Benefits For the Client

80% Success Rate vs Industry average of 25%
Client remains with their trusted Advisor through one of the most important decision-making periods of their business life.
Client has the powerful partnership of the Advisor and Rua at their side
Client receives the information they need before they have to make transition decisions
Peace of mind from doing business with best in the business with great experience

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The Advisor works with their client from start to finish, and through the Implementation phase of the Rua Transaction Process. The Trusted Advisor will work with their client as Rua Associates facilitates buyer negotiations and financing. Optionally, the Affiliate Advisor will also participate with their client during showings to potential buyers and assist in the management of the closing process.

Through an Affiliate Advisor Training program, Rua Associates walks potential partners through certification. The certification training includes details on business development, financial analysis, business writing, market development, and more.

Once an advisor has completed the certified advisor training program, the partner implements the process as well as gaining access to many resources, strategies, and tools. The client is then referred to Rua Associates once the necessary preparation is complete.

Interested in becoming a Certified Advisor? Please contact Rua Associates today to learn more about the Certified Advisor Training Program!

ATTORNEYS

Your early involvement in the process helps to identify and minimize risk for your client.
Market Test insures that the client’s expectations can be met prior to exposing their company.
We can provide you with vital information on a buyer or seller, including disclosure of:
- Potential legal issues
- Financing issues
- Environmental issues
Your client’s confidentiality will be protected and only pertinent information will be released throughout the process.

CPAS

We can provide your client — either buyer or seller — with multiple transaction options for your evaluation.
You have the opportunity to establish parameters that help your client choose between minimizing taxes or other transaction factors.
We can assist you in developing vital information, including market testing and options analysis of your client’s company, or the company your client wishes to acquire.
Thus, your early involvement ensures the best tax strategy for your client and provides you the opportunity to maintain the business relationship with the new owner.

BANKERS

We can provide you with a standard package of information including a profile of the business to be purchased, making it easy for you to analyze.
Early involvement allows you to construct a proposal that meets your bank’s standards.
The custom strategy also educates the seller and buyer about what is required so they agree to a transaction structure that you can finance.
Our hands-on closing process ensures timely and complete documentation for a quick closing.

FINANCIAL ADVISORS

We can assist you in confirming the value of your client’s business
In addition, by conducting a Market Test, we can give you the information you need to advise you client on their best options
Our goal is to help you address any gaps in your client’s financial plan by understanding the true value of their business on today’s market

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