Transactional Services

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