When the time came to sell Sedro Trail Assisted Living & Memory Care, the complexities of the business and real estate transaction made expert guidance essential. Yvette Puffer turned to DBG Advisors, trusting their proven expertise to help her navigate the process. While the sale took nearly two years due to market conditions, DBG Advisors remained a steadfast partner, ensuring a smooth and profitable exit.
Expert Guidance Every Step of the Way
From the start, Nolan Duck and DBG Advisors’ Project Manager, Veronica Wallis, provided hands-on support. They anticipated what buyers would need and ensured Yvette had all the necessary documentation ready, which streamlined the process once serious offers came in.
“They were great at following up with documents, next steps, and clear communication,” Yvette shared. “Nolan’s wisdom and Veronica’s organization made a stressful process much easier.”
Navigating Roadblocks with Confidence
Throughout the sale, Yvette received multiple offers—some with unfavorable terms. Nolan’s experience in deal structuring was crucial in identifying potential red flags and advising against deals that didn’t serve her best interests.
“Nolan helped me evaluate each offer, pointing out red flags and advising against deals that weren’t in my best interest,” Yvette explained.
When multiple buyers expressed interest, Nolan carefully analyzed the pros and cons of each Letter of Intent (LOI), guiding Yvette in selecting the best offer with confidence.
Patience, Communication, and Success
The process required patience, especially with the challenges of running a business while coordinating a sale. Nolan and Veronica’s proactive approach and steady communication kept everything on track.
“I was often overwhelmed, juggling work and the sale,” Yvette recalled. “But they were always patient, clear, and supportive.”
A Successful Exit with the Right Buyer
In the end, Yvette successfully sold Sedro Trail under favorable terms, thanks to DBG Advisors’ expertise and guidance.
“I couldn’t have done it without Nolan and Veronica,” she concluded. “Their guidance, wisdom, and unwavering support made all the difference.”
Georgetown, TX
