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WHAT DOES AN M&A ADVISOR DO FOR YOU?
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!