FIRST PHASE

 

Preparation

- Understanding owner’s goals and objectives.

- Understanding the Company, industry, competition and marketplace.

- Analysis to determine price and terms consistent with the marketplace and owners’ objectives.

- Position Company for sale or acquisition.

 

Packaging

- Draft Confidential Memorandum.  This will include recasting your financial statements to accurately reflect the true earnings of your business.

- Independent, third-party Business or Seller’s Market Valuation Analysis (MVA) to verify price and terms.

- Present, through our finance department, your business to the Small Business Administration or other appropriate financial institutions for pre-approval.

- Develop Blind Business Profile.

- Client review and agreement on structure of sale.

- Research and Analysis of industry and potential target companies.

 

Marketing

- Post your business on the appropriate websites through our Internet Division, including the interactive version of the Wall Street Journal.

- Define buyer criteria.

- Define buyer profile.

 

 

 

SECOND PHASE

 

Screening Buyers

- For M&A Deals, we identify potential fits and discuss list with owner.  After list approved, we begin contacting companies.

- Place blind profile in various marketing Media.

- Present your business confidentially and discretely to our qualified buyers who are looking for a business like yours.

- Screen potential buyers and secure buyers profile along with confidentiality agreement and financial statement.

- Track, record and provide marketing reports.

 

Visit Buyer(s)

- If buyer(s) is qualified and interested, provide buyer(s) with Confidential Memorandum.

- Educate and provide buyer with deal requirements.

- Visit site with potential buyer(s).

- Initiate negotiations and Offer to Purchase.

 

Execute Offer to Purchase

- Review and clarify Offer to Purchase.

- Take charge of the negotiation process to get you the highest possible price for your business and on terms that are acceptable to you.

- Sign Offer to Purchase.

 

 

Third Phase

 

Final Discovery and Negotiations

- Assist you in the due diligence phase of the sale.

- Complete all outstanding issues.

- Set closing date.

 

Closing

- Sign Purchase Agreement and other items necessary for closing.

 

Post Closing

- We will be present during all phases of the business transfer and at the closing to handle any last minute problems that may arise.

- Complete post closing details between seller and buyer if necessary.