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01 Jan '19Components of a CBR – Dale Shepherd
Continue readingWhat are the elements of a CBR? Confidentiality Notice Market Demographics Purpose & Disclaimers Vendors Executive Summary Customers Company Strengths Competition Company History Growth Opportunities Marketing Strategies Reason For Sale Processes Price & Terms Personnel Business Financials Facilities Pro Forma Financials Industry Summary Appendix + Pictures What is the content of a CBR Executive Summary? […]
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01 Jan '19
M&A Documents Demystified
Continue readingM & A Documents Demystified A Guide to M & A Success A Business Intermediary Engagement Letter Choosing the right Business Intermediary is one of the most important decisions when selling your business. The engagement letter is the first step in this process. The engagement letter is an agreement between the business owner and the Business […]
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01 Jan '19
Letter Of Intent
Continue readingLetter Of Intent: Saving You Time & Money When Buying Or Selling A Business by Michael Silverman, Attorney If you have the opportunity to buy or sell a business, negotiating the terms of a letter of intent (an “LOI”) is one of the first and most critical steps in the process of completing the transaction. A well-written letter […]
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01 Jan '19
Finding the Right Acquirer for an Employee Owned Business
Continue readingMeghan Daniels Axial | September 5, 2018 In 1997, seven frustrated toolmakers banded together to launch Rapid Production Tooling, an injection mold tooling company based in Berthoud, CO. “The company where we all came from had just been sold to a different company and we didn’t like the outcome, so we left and started our own […]
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01 Jan '19
Business Broker vs M&A Intermediary
Continue reading13 JUN BUSINESS BROKER VS. M&A INTERMEDIARY – EXTRACT in General Business Brokerage by Russell Robb The following is taken from the preface of Selling Middle Market Businesses: Guide Book for intermediaries by Russell Robb. There is a movement afoot whereby business brokers are moving up-market from selling Main Street businesses to selling companies in the lower-end of the […]
