FIRST STEP – BUSINESS EVALUATION

• What is the Investment / Valuation Range?
• How can we increase the Value?
• How can we increase the Value Multiplier?
• What are the problems with the Sale?
• What is the Business Future?
• How do we market the business?

WE PREPARE A WRITTEN INFORMATION MEMORANDUM!

WITH A PROPERLY PREPARED MEMORANDUM, THE BUSINESS OPPORTUNITY IS PRESENTED, AND THE OBVIOUS QUESTIONS ARE ANSWERED.

SECOND STEP – THE PROCESS

• Marketing Process initiated and Managed
• Buyers Prequalified to Seller’s Requirements
• Non-Disclosure Agreements are Signed and Received
• Proof of Financial Capability is Obtained
• Confidentiality is Protected
• Due Diligence Information Prepared with Seller, Access Managed
• Letters of Intent Received and Reviewed
• Coordination with Seller’s Legal Team
• Create a Checklist for each step

REPORTING TO THE SELLER AND BUYER EVERY STEP OF THE WAY!

FINAL STEP – SECURE THE DEAL

• Negotiation Strategies
• Financing Alternatives
• Coordination with Seller’s Advisory Team
• Management of the Checklist
• Identify Roadblocks early and Fix them
• Facilitate the Process
• Formal Agreement

CLOSING, MANY DEALS FALL APART AT CLOSING. USE US TO MINIMIZE THIS RISK!