Consulting & Advisory Services

sell

Sell-Side M&A Advisory Services

 

Most business owners will only get one opportunity to monetize a lifetime’s worth of work.

 

Selling your business can be both exciting and overwhelming at the same time. Sophisticated buyers require significant due diligence. Getting the terms right in the Letter of Intent will help expedite the Purchase Agreement and lead to less negotiating late in the process. Sellers must be aware of the Representations and Warranties they are being asked to make and future liability they may open themselves up to. We provide consultative guidance throughout the entire process to help you thoroughly understand all of your options.

Our firm will be by your side throughout the process, working tirelessly to maximize the value of your business and minimize disruptions at every step along the way. We are attentive and ready to respond to any need that may arise. Our network of buyers is years in the making and gives us an advantage to help you find the right fit based on your priorities.


 
 

We follow a 4 step process that will maximize the value for you and your business:

 
 
 

Valuation

 

We provide an independent valuation of your business to give you a realistic value of what to expect in the market. If you decide that now is the right time to sell, you can move forward with confidence knowing we will be with you every step of the way.

 
 

 
 

Market Approach

 

Going to market with a disclosed asking price vs. an auction / bid process can yield different results. Our firm will partner with you as we decide on the best marketing approach. We will do the leg work in creating an attractive marketing package which includes a Confidential Information Memorandum (CIM), Data Package and an approved template for prospective buyers to submit their Letter of Intent.

 
 

 
 

Prospect List

 

A prospect list of potential buyers will be compiled and reviewed inclusive of your suggestions on who to approach.

Once the prospective buyers have signed a confidentiality agreement, the marketing package is then distributed via a secure virtual data room. We understand that confidentiality is important and will work to ensure that remains intact throughout the process.

 
 

 
 

Accepting an Offer

 

Each and every offer will be presented to you as well as a comparative matrix outlining key terms across multiple offers. While maximizing the monetary side of the business is important, we understand that is not the only consideration when selecting an offer. We help our clients understand the nuances of those variances and what they potentially mean to them in terms that they can understand.

 
 

 
 

After an offer has been accepted, our firm will continue to provide the necessary guidance and support throughout the due diligence process. We assist our clients by shepherding that process in order to minimize disruption and confusion. We will continue to work with you, your attorney and tax advisor as the Purchase Agreement is negotiated. We also work with your back-office team to assist throughout the remainder of the closing and post-closing process. Our partnership is one built on integrity, trust, and transparency to overcome any challenges with confidence and with the least amount of stress.