Making the divestiture
process go smoothly.

Attempting to raise additional capital, or make a strategic decision to exit a line of business or remove an unprofitable books of business?

Converting your business assets to capital in total or in part can be a daunting task.  If you’re attempting to raise additional capital, making a strategic decision to exit a line of business or a tactical decision to remove an unprofitable books of business, Pohl Consulting and Training, Inc. has the background, experience and national exposure to make the divestiture process go smoothly.

Do your books of business include Trust Departments, Brokerage Departments, Geographic markets of Trust and Brokerage business, insurance agencies or books, and lines of business within Trust Departments such as Corporate Trust Books, Fiduciary Books, Land Trust Books, Retirement Plan Services Books?  We can help.

Divesting a book of financial assets has many complexities.  One of the inevitable components of such a decision or process is a determination or at least an estimate of the value of the target book of business.

• Our role in a divestiture might include:
• Identifying possible acquirers
• Assembling the packet of information needed for the bidders
• Coordinating the due diligence process
• Advising through the negotiation process

Our 30+ years of experience and national exposure makes Pohl Consulting and Training, Inc. exceptionally qualified to help you on the road to success in today’s competitive environment.  The knowledge gained over those years is what makes us unique and successful in working with our clients.