Tidestone Solutions, an award-winning Microsoft Dynamics ERP consulting firm since 1995, recently sold its Dynamics ERP practice with the help of RoseBiz Inc.’s consulting services for Mergers and Acquisitions.
Linda Rose, Founder and CEO of RoseBiz Inc., worked hand-in-hand with the team at Tidestone to ensure a smooth transaction process. Beginning with helping Tidestone prepare all appropriate documents to present to buyers, through marketing Tidestone to a variety of qualified buyers, RoseBiz Inc. was able to ensure a timely close of the sale.
“Linda’s knowledge of selling a business, combined with her expertise in my particular industry, proved invaluable as we moved through all the phases from finding buyers to post sale retrospective,” said Tidestone’s Director, Sandy Wyman. “Linda took my timeline serious, respected my values, and focused only on appropriate buyers that met my criteria. Her ability to provide a framework and a set of tasks, as each phase progressed, helped us to be highly prepared at every step. Without her sense of urgency and attention to detail, we could not have completed the transaction on the anticipated schedule.”
As an industry veteran in the Information Technology services industry and as a CPA, Rose was able to draw on her experience of successfully building and selling three tech businesses to prepare Tidestone for sale to Wipfli, a top 20 accounting and consulting firm in the U.S.
“Linda’s CPA skills and innate drive for quality helped me to prepare financially in a way that I could not have done without her,” Wyman added. “She went above and beyond what was expected. It’s clear that she cares about her clients. I always felt that she was truly interested in the outcome for me personally, and for my team.”
Mergers and Acquisitions can be a challenging and stressful time for any company. RoseBiz Inc. worked with Tidestone to ease the strain of selling the business.
“Linda’s ability to negotiate, and confront difficult discussions without hesitation is a talent rarely found,” Wyman said. “I was grateful to have her in my camp!”
Mergers and Acquisition activity is trending towards an all-time high in the technology services space. More than 40% of technology firm owners will retire in the next 7 years. Whether you are trying to sell your company now, or in the near-future, RoseBiz Inc., can help you prepare your business to get the highest valuation possible when you’re ready to sell.
Learn more in Linda Rose’s book Get Acquired for Millions