Intermediaries for small to mid-size companies

There are many reasons that compel a business owner to sell their business including sickness and disability, death of a partner or an impending divorce. Additionally, it is becoming apparent that the major impetus for the sale of many successful businesses is the greying of the baby boom generation!

The baby boomers have been very successful in starting, operating, and building businesses that are stable and profitable. In the next 10 to 15 years, it is estimated that hundreds of thousands of businesses will need to be sold to fund retirements. Many of these businesses will be passed along to family members or long-time employees, but the majority of transactions will be with external buyers. With this flood of businesses available for evaluation by buyers, it is critical for business owners to begin preparing their business for sale at an early date. Our comprehensive approach as your Business Seller Representative includes four categories: ASSESS, VALUE, PREPARE, and MARKET. This systematic and comprehensive approach will allow you to differentiate your company from among all of the other companies that buyers will evaluate.

Most business owners think that they have only two options for selling their business: selling it themselves, or listing with a Business Broker. Our approach is different, and completely confidential. It allows you, as the business owner, to continue to operate and improve your business while we work hand and hand with you in the systematic process of not only transferring the ownership of your business but maximizing its value to you. Unless you decide to divulge the information, neither your competitors, the general public, nor your employees need to know that your business is for sale. This comprehensive, systematic, and confidential process will allow you to maximize the value of your business while protecting the confidentiality of your personal and professional activities.

Seller Representation

• Analysis:
  Detailed, professional analysis of your business to obtain the highest possible price that the market will pay for your business.
• Developing a Narrative:
  Professionally prepared written narrative for presentation to potential buyers. This includes both a “Summary Prospectus,” which is nonspecific, and a “Selling Prospectus,” which introduces your business in a more informative format.
• Research:
  Developing a comprehensive list of the most likely buyers of your business. A “Shotgun” approach to selling your business is usually insufficient and counterproductive to a successful transition.
• Marketing:
  Presenting your “Narrative” to potential buyers in a professional and comprehensive manner. Developing the potential for multiple buyers, in a confidential process, leads to a higher price. Our “Private Placement” approach is both effective and highly confidential.
• Meetings:
  Professional preparation and coaching for meetings with potential buyers. Our awareness of “cultural fit” issues is a paramount in achieving successful transitions.
• Deal Structure Analysis:
  Professional and comprehensive analysis of all offers in order to determine the best deal for the seller.
• Closing the Deal:
  Working with your legal and financial professionals to facilitate a timely closing.