Sell My TPA

When the time arrives to sell your TPA, it's essential to approach this complex process with a strategic plan to ensure a smooth and profitable transition. At Augusta Advisors, we specialize in helping clients sell their TPA businesses by providing expert advice and tailored strategies that align with their specific goals. Selling a Third-Party Administrator business requires an in-depth understanding of the industry, a clear assessment of your company's value, and a carefully curated approach to finding the right buyers.

A DIFFERENTIATED APPROACH TO DEAL ORIGINATION

We have the network, process and know-how to efficiently source actionable deal opportunities that are a mutual fit for both sides of the table. Here’s what sets us apart from other originators:

1

PRIVATE EQUITY EXPERIENCE

Unlike other providers, we come from private equity and understand what you're looking for in a sourcing partner.

2

FOUNDER-OWNED FOCUS

We know founder-owned services businesses inside and out and are well-versed in bridging the gap between founders and PE firms.

3

GROWTH-ORIENTED CLIENT BASE

Founders can rest assured that every introduction we make is to a qualified, long-term and growth-oriented investor.

4

PROPRIETARY SOURCING PROCESS

Our process fuses technology with our deep network to generate unique target lists and introduce mutually interested parties.

5

PRELIMINARY DILIGENCE

We perform preliminary diligence to ensure every introduction is actionable while giving both sides a head start on the diligence process.

Benefits of Selling My TPA

Discovering the benefits when you decide to sell your TPA can pave the way for a more informed and successful sale. Owners often sell a TPA to capitalize on the firm's current market value, reduce personal risk, or to pursue other business opportunities. Partnering with a company broker can significantly ease the sale process, providing access to a network of potential buyers who are actively seeking to acquire TPA businesses. Meanwhile, working with a business selling consultant can help you understand the nuances of the market and how best to position your TPA for sale. A crucial step in the process is obtaining a reliable business valuation expert to ensure that you have an accurate understanding of your company's financial standing, which is vital when setting a competitive yet fair asking price.

Unlock expert strategies to sell your TPA business with our dedicated guidance

OUR deal sourcing Process

The Augusta Advisors proprietary deal sourcing process combines technology, expertise and relationships to ensure every founder and company we introduce is a vetted, actionable and high-quality target that meets our clients’ acquisition criteria.

  • We schedule a client intro call to build a baseline knowledge of your business, mandate and search criteria

  • We project a process timeline and answer any questions you have

  • If it’s a mutual fit, we'll formalize the partnership and launch our search

  • We ensure full understanding of your search criteria and ideal target

  • Establish a cadence for regular process updates that work with your schedule

  • We leverage technology and our network to generate a refined list of targets in your wheelhouse

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  • Multi-channel outreach to founders to schedule an introductory meeting or call

  • Initial vetting of target size, business model and management dynamics

  • We develop overview materials to preview our clients and confirm mutual interest

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  • We gather and perform preliminary diligence to ensure every introduction is a vetted, actionable and high-quality target that meets your acquisition criteria

  • Custom scorecards to summarize our diligence and evaluate targets

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  • Once we ensure mutual interest, we introduce founder and investor through an introductory Zoom call or meeting

  • We transition preliminary diligence materials to our clients, jumpstarting the diligence process

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  • We leverage our deal execution experience to facilitate and support business diligence, including management of follow-up requests and meetings

  • Once the LOI is signed, we provide support as needed through close

  • We celebrate success together by treating both sides to a closing dinner at a location of your choice

Discover the Process to Sell My TPA

If you're ready to sell your TPA, it is crucial to familiarize yourself with the process that leads to a successful sale. This journey involves thorough planning, understanding the competitive landscape, and connecting with the right individuals who appreciate the value of a well-run TPA. For more detailed information about our approach and how we can tailor our services to meet your needs, learn more about us. Our expertise in selling TPA businesses means that we're equipped not just to list your company but to carefully navigate each step towards a lucrative and satisfactory sale. To initiate a dialogue on how to best proceed with selling your TPA, please reach out to us directly. We're here to ensure that you maximize your returns and transition smoothly into your next venture.