We lead owners of small & mid sized businesses through the transition process, helping to ensure they achieve their business, financial and personal goals.
We ensure our clients get the best valuation, transaction support and market representation in a transition process.
A solid divestment plan can take years to develop and implement. We have the resources and expertise to guide you through the entire process.
A good process ensures you are in control and ready for when you get the call from a buyer.
The sky's the limit, when it comes to potential buyers. Without the knowledge and expertise to reach potential buyers you could miss the opportunity of your life.
Do you know that about 10% of all corporate sales do not get closed because of due diligence issues?
By having a plan you significantly reduce this risk
There are a number of potential buyers when it comes to selling your business. The one you pick should be the one that best meets your personal and business goals.
Each buyer brings different opportunities and challenges. They also will place different valuations on the business. Each will also require different participation from you in the business after the sale is complete.
Who are they?
What is my company's value story?
Your story should be based on the company's strategy and have data to support it. We will work with you to develop a compelling story about your company, its past and its future.
How do I add value to the company post sale?
We will work with you to ensure you have a transition plan to exit the business that meets your personal goals and ensures a seamless transition to the new owners. Therefore, lessening operational risks to the buyer.
How will my business be valued?
Value drivers are different depending on the buyer. We understand the different types of buyer and will present your company to each in a way that highlights your value to them. We will select the best valuation model and incorporate current market valuations. Ensuring you get the best price and terms for your business regardless of the type of buyer.
What Information are potential buyers looking for?
We will prepare a robust information package to meet the needs of potential buyers that will serve to solidify your company's value and move the process along quickly.
What materials are needed in preparation for sale?
We will develop a comprehensive data room and work with you to develop management presentations that highlight the key selling points of the business, and give buyers enough information to support due diligence.
How do I maintain the business' valuation during the sale process?
The best place for a business owner/operator during a sale process is at work running the business. We are here to focus on and manage this complex process for you.
Make sure potential buyers understand the upsides and synergies.
We know how buyers think and will quantify potential upsides and synergies for individual acquirers. We analyze current market trends, industry structures, competitive advantages and opportunities for performance improvement. Each of which will add to your company's value to each type of buyer.
How can I structure the deal?
We will work with your professional advisors or introduce our recommended experts to assist in structuring the sale agreement to maximize the final value to meet your unique situation.
How is the deal marketed?
Confidentiality is paramount during the sale process. We provide an initial assessment of potential buyers and contact them on a no name, confidential basis. Your approval is obtained prior to any of them being contacted. We then assess buyers on strategic fit and their ability to pay the expected price while working with terms that fit your needs.
What detailed information is needed to sign the deal?
We will help you articulate your core business processes, governance structures and data room information required by the buyer to complete due diligence. We will also advise on the drafting of a Transition Services Agreement and the Sale and Purchase Agreement.
Satisfying regulatory requirements can be an issue.
Our team of experts work with your professional advisors to identify financial and tax regulatory requirements, obtain pre-clearance and waiver letters, and prepare required submissions. Ensuring a seamless closing.
Contact Us To Learn More