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Get a consultation

A consultation with Sage Equities proves invaluable for entrepreneurs, even if they don’t ultimately choose to sell their company to Sage. Focused on education and consultation for sellers, Sage Equities offers a unique and beneficial perspective. The insights gained from their guidance are designed to empower business owners, enhancing their understanding of the selling process. This includes a comprehensive understanding of business valuation, which is often seen as an art rather than a science. Business valuation involves comparing businesses within an industry, considering diverse sale terms that impact the final price. The three main valuation approaches – Asset, Market, and Income, with Seller’s Discretionary Earnings (SDE) as a key metric – are thoroughly explained and demystified by Sage Equities.

Before selling a business, Sage Equities emphasizes the importance of reviewing financials, computing SDE on a standardized basis, and analyzing the deal from the buyer’s perspective. This aligns with the understanding that potential buyers typically assess a deal based on sustaining livelihood, repaying debt, and obtaining a reasonable return on investment. Sage Equities aims to equip sellers not just with transaction-specific knowledge but with a holistic grasp of the intricacies of business valuation, enabling them to make informed decisions in their selling journey.

Legal Notices

Welcome to the Web site for Sage equities Partners, Inc.”Sage equities” – also referred to hereinafter as the “Site.” This Site provides you with general information about the financial and other products and services of Sage Equities. PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this Site, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this Site.

Access to This Site
This Site is made available to all persons aged 18 or older who agree to be bound by the terms and conditions set forth in these terms of use. You agree not to modify, reproduce, distribute, rent, lease, loan, sell, or create derivative works based upon the materials on this Site, or post any content from this Site to newsgroups, mail lists or electronic bulletin boards, without the prior written consent of an authorized representative of Sage equities.

Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. Please carefully review our policy under the link for Legal Notices.

No Offer, Investment Advice, or Performance Guarantees
Neither the information nor any opinion expressed on this Site constitutes an offer by Sage equities to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse affect on the value, price or income of such securities and financial instruments. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.

Unavailability in Some Jurisdictions
None of the investment products or services mentioned on this Site are available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contrary to local law or regulation.

Links to Third Party Websites
This Site may contain links to other Web sites, including links to the Web sites of companies that provide related information, products and services. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Sage equities makes no representations whatsoever regarding such third party Web sites. You should review the privacy policies of other Web sites carefully before providing any information to such sites. We are not responsible for the content or availability of third party Web sites, and shall not be responsible or liable for any information, opinions, advice, products, or services available on or through such third party Web sites.

Links to This Website
We ask that you notify us in advance of your intention to link to this Site by e-mailing us at itadmin@wedgewood-partners.com. You may not (i) display this Site in frames, or (ii) display any of the content found on this Site via inline links, without express written permission from an authorized representative of Sage equities.

Our Rights In This Site
Sage equities and/or our suppliers reserve all right, title and interest in and to this Site and all materials, information, and compilations of information available on or through this Site, as well as the domain name, design, layout, and “look and feel” of this Site, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Sage equities.

DISCLAIMER OF REPRESENTATIONS AND WARRANTIES
THIS SITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. Sage equities PARTNERS MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS SITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS SITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.

Privacy Policy

The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by sage equities Partners, Inc.(hereinafter “The Firm”) in connection with carrying out its services.

Information We Collect
sage equities collects personal information as part of our relationship with you, to provide client services and fulfill legal and regulatory requirements. The type of information The Firm collects may include:

Information The Firm receives from you on forms (such as name, address, Social Security number, assets and income)

Information you provide The Firm directly about your personal finances or personal circumstances or which The Firm may receive from brokerage statements or other information you authorize The Firm to receive.

Information Disclosed In Administering Products and Services

The Firm will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. The Firm does not sell any personal information about you to any third party. The Firm will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

The Firm has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. The Firm educates our employees on the importance of protecting the privacy and security of confidential personal information.

The Firm will update its policy and procedures when necessary to ensure that your privacy is maintained and that The Firm conducts business in a way that fulfills our commitment to you. If The Firm makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

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