Importance of a Deal Team When Selling a Business

Successful deals will:

1.) Maximize prices on the transactions

2.) Minimize owners' risks

3.) Lower owners' tax liabilities

4.) Maximize owners' personal goals

Member's role:

   • M&A Intermediary's Role

   • Attorney's Role

   • Accountant's Role

   • Investment Advisor's Role

   • Business Owner's Role

M&A Intermediary

		Helps determine the highest price that the business could sell for
		Finds the best possible buyers while maintaining strict confidentiality
		Acts as “quarterback” for the transaction; manages the entire process from start of engagement to closing
		Maximizes the owner's sale price and qualitative benefts by creating a competitive environment with multiple buyers

Attorney

		Helps negotiate the letter of intent (LOI)
		Negotiates and drafts the definitive purchase agreement with the buyer’s attorney
		Negotiates representations and warranties that the business owner can comply with
		Negotiates and drafts ancillary agreements, such as employment or consulting agreements, non-compete agreements, lease agreements, etc.

Accountant

		Helps the business owner estimate his or her tax consequences from a sale before the sale process begins
		Finds ways to minimize the tax impact of the proposed deal
		Assists in gathering data and answering questions during the due diligence process

Investment Advisor

Helps business owners manage their greatest liquidity event

Business Owner

		Continues to operate the business by staying focused on the company's performance
		Ensures strong financial performance during this vital interim period so buyers will feel reassured of the company's future projections
		Communicates openly with advisors on both the good and the bad of the company’s current and future status

Kansas City Office:
Allied Business Group, Inc.
7007 College Blvd., Suite 400
Overland Park, Kansas 66211

Phone: 913-897-3599
Fax: 1-888-857-0169
www.AlliedBizGroup.com
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