Many individuals make it their goal to own their own business, yet most never actually succeed. We work with buyers to help them complete successful transactions by following a sequence of steps. Our process is divided into the four major categories listed below:
1. Targeted Acquisition Search
Define the key criteria that an acquisition target must possess
Search for target companies that fit the key criteria
Solicit the potential intererst of best-fit companies
Introduction of buyer to prospective seller
2. Acquisition Candidate Analysis
Financial analysis and valuation of target companies
Preliminary negotiations to determine sellers' level of interest
Assess all potential targets to determine which is best
3. Negotiation and Structuring of Transaction
Coordinate/introduce other advisors who will work on the 'deal team'
Preparation of a terms sheet / letter of intent with legal advisor
Due diligence / legal and financial inspection of the target
Obtain third-party debt and/or equity financing
Assistance with final closing documents
4. Post-Acquisition Support
Develop '100 day plan' for transition of new owner
Identify improvement areas to increase the value of target company
Determine eventual exit plan for new owner
We also provide services that are tailored to our clients' needs when only certain steps above are required.
