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Nestegg Marine, WI

The Background and Challenge

The seller’s advisor conducted a national search to assist his client in the disposition of their asset. They hired the Simply Marinas team to conduct a strict confidential process. The owner also sought our strategic consultation in how to best position the marina for sale. Prior to marketing, the SM team advised the seller on valuation, how to best position the marina for sale, possible deal structures, as well as exit strategy solutions. The asset consisted of multiple income sources including a boat dealership. The SM team isolated the profit and loss related to the dealership and recommended that the seller lease the dealership back. Marina Dock Age Magazine covered the sale.

The Results

Due to confidentiality, the Simply Marinas team marketed the property by contacting possible prospects one-on-one. The marketing generated interest from 18 prospects, and the buyer was in the existing SM network. SM represented both parties.

People are talking ...

“We hired the Simply Marinas Team after a thorough national search. Dennis discussed the on-going management and operations of the marina and quickly added value in the pre-sale process given his marina consulting experience. After our due diligence uncovered the Simply Marinas team’s experience, marketing reach in the industry and business model, the choice was clear to us. Because of my client’s personal reputation in the industry, we desired a most difficult model – market with strict confidentiality. SM was exceptionally creative in marketing the offering and sourcing many qualified, potential buyers. The team was highly responsive throughout the process, kept flexible with
our concerns.”

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