Our System

OUR PROCESS

Our entire process is conducted with strict and complete confidentiality with employees, suppliers, customers and landlords.

CONFIDENTIAL BUSINESS OPPORTUNITY REPORT

To properly offer a business for sale, all information that would be needed by a qualified prospective buyer must be included in the report. We conduct a comprehensive overview of your business and prepare a confidential business opportunity report ot help propspective buyers to clearly understand the business. The report includes:
  • Summary of the business discription, history, attreibutes, products/services geographic area, type of entity, customer/vender concentration and seller involvement and motivation.
  • Historical financial records
  • Recasted balance sheet to reflect market value of the assets
  • Recasted profit and loss to reflect true earnings of the business
  • Intangible and goodwill values
  • Sesonality
  • Competition ans competitive advantages
  • Business and buyer licensing requirements
  • Sales and margin trends
  • Staffing and payroll expenses
  • Employee emplyment policies and benefits
  • Furniture, fixtures and equipment
  • Capital expenditures

MARKETING

We explore all opportunities to work with privately held companies with revenues ranging from $1 to $100 million. Our propritary marketing includes an active international list of finacial buyers seeking to acquire companies as platform and add-on opprtunuities We confidently and selectively present to companies and investors based upon our client's ideal buyer profile. We maintain go-going relationships with:
  • Private Equity Funds
  • Family Offices
  • High Net Worth Individuals
  • Corporate Buyers
  • Professional Merger & Acquisition Advisors
  • Business Brokers

NEGOCIATION, DUE DILIGENCE AND CLOSING

After engaging with interested buyers we evaluate and compare offers to determine the the best deal. Our negociations encompass price, terms, net sale proceeds, deal structure, time frame, employee retention and owner post deal involvement. Once the sucessful bid is identified, we work closely to manage and co-ordinate due diligance and closing.