Transactional Services Attracts Multiple Buyers, Best Price

Simply put, our Transactional Services is “going to market” — streamlining what can otherwise be a difficult process. We market your business across multiple channels, provide resources for necessary legal and tax needs, capably review and negotiate offers, and close the deal that best matches your business with buyers. The objective is to identify multiple buyers to compete for your business, which typically takes 6 to 12 months to complete.

Marketing, Agreements & Closing

Marketing

  • “Blind” teaser
  • Non Disclosure Agreement
  • Confidential Information Memorandum (CIM)
  • Web sites
  • Buyer Contacts
  • Meetings

Agreements

  • Qualification of offer
  • Management of Letters of Intent (LOI)
  • Qualification of prospective buyer
  • Management of due diligence process

Closing Transaction

  • Post support as needed

THE SALES PROCESS – PROVEN, TESTED

Advisory

Data Gathering
Goal Identification

Recast Financial
Statements

Prepare Valuation
& Market Analysis

Assess Marketability,
Exit Planning

Business Value Optimization

Marketing

Obtain Confidentiality /
Non‐disclosure Agreements

Prepare Confidential
Materials: Teaser,
Confidential Information Memorandum-(CIM)

Buyer Marketing /
Advertising

Screen / Interview
Potential Buyers

Assess Buyer Interest

Agreements

Confidential Buyer /
Seller Meetings

Motivate Buyer(s) to Act

Review Offer(s)
(Purchase Agreement, LOI, Term Sheet)

Facilitate
Negotiations

Obtain Agreement
in Principle

Closing

Coordinate Due Diligence

Facilitate Financing,
Lease Transfer

Contingency Removal,
Open Escrow

State / Federal Filings, Notices

Final Documents,
Inventory, Notice to Employees

Close of Escrow

New Owner Transition