- Book an Initial Consult -

Shaughnessy >
Shaughnessy >
  • Home
  • Buying
    • Entrepreneurship
    • Growth
    • Market-entry
    • Search
    • Valuation
    • Why a Buy-side Advisor
  • Financing
    • Acquisition
    • Lender
    • Portfolio
    • Seed
    • Valuation
    • Vendor
    • Venture
    • Why a Debt Advisor
  • Selling
    • Exit
    • Divestures
    • Management Buy-out
    • Recapitalization
    • Retirement
    • Transition
    • Valuation
    • Why a Sell-side Advisor
  • Resources
    • Articles
    • Events
    • Guides
    • Mandates
    • Presentations
    • Reports
    • Research
  • About
    • Branding
    • Join us
    • Locations
    • News
    • Purpose
    • Team
  • More
    • Home
    • Buying
      • Entrepreneurship
      • Growth
      • Market-entry
      • Search
      • Valuation
      • Why a Buy-side Advisor
    • Financing
      • Acquisition
      • Lender
      • Portfolio
      • Seed
      • Valuation
      • Vendor
      • Venture
      • Why a Debt Advisor
    • Selling
      • Exit
      • Divestures
      • Management Buy-out
      • Recapitalization
      • Retirement
      • Transition
      • Valuation
      • Why a Sell-side Advisor
    • Resources
      • Articles
      • Events
      • Guides
      • Mandates
      • Presentations
      • Reports
      • Research
    • About
      • Branding
      • Join us
      • Locations
      • News
      • Purpose
      • Team
  • Sign In
  • Create Account

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Buying
  • Financing
  • Selling
  • Resources
  • About

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

Sell-side Advisory

Sell-side process

Pre-engagement


Timeline: Week 1


Jobs: Comprehensive industry research and financial analysis to derive at a Pre-liminary Opinion of Value, performed at our expense to align and establish mutual expectations of selling your business.

Request a valuation

Engagement & Preparation

Timeline: Weeks 2 - 5


Preparing the company for sale 

Work with owners and management to identify value drivers, address weaknesses and implement changes if necessary to maximize value and ensure a closing.


 Jobs: Create custom Confidential Information Memorandum, coordinate with sellers Legal, Accounting & Tax advisors, review Sellers Confidentiality Agreements, create custom confidential Teaser. 

Commence go-to-market research specific and unique to selling your business.

Book a consult

Coaching

 Advising the owners on the overall sale process, timing expectations, valuation, negotiating strategy and how to best articulate the opportunity.

Book a consult

Enabling management to focus on running the company

Run the process such that management can continue running the every-day operations of the Company.

Book a consult

Go-to-market

Timeline: Weeks 6 - 8


Managing the M&A process and strategy:

Organizing a go-to-market plan to conduct a competitive auction and executing on that plan. Involves pitching Teasers, presenting Confidential Information Memorandums, managing the data room, negotiating key terms and conditions, and managing to a timeline where buyers are bidding with confidence and enthusiasm.


 Jobs: Research and develop Strategic and Financial buyer lists.

 Launch outreach campaigns to global audience of approved and qualified targets interested in you selling your business.

Book a consult

In-market

Timeline: Weeks 12 - 19


Identifying and finding the buyer: Researching and utilizing our network to identify and qualify buyers. Connecting with key contacts within buyer’s company and succinctly conveying the primary strategic and financial incentives to the potential buyers.


Jobs:  Negotiate Non-Disclosure Agreements with Bidders who are qualified and interested in you selling your business. 

Manage Process Letters with Bidders. Source Indications of Interest letters from Bidders.

Book a consult

Presentation

Timeline: Weeks 23 - 27


Adding credibility to the seller: Making buyers aware that this will be a competitive and reputable process. Ensures buyers that information they are viewing is accurate and seller is serious about a closing.


Jobs: Coordination & Facilitation of Multiple Management Meetings with numerous Parties. 

Develop and Produce numerous Presentations Investor Materials for all Management Meetings. 

Coordinate with Buyers, your Legal advisors, Sale & Purchase Agreement. Gather Ongoing Data Request & Coordinate Data Room Set-Up. 

Grant access and Coordinate Ongoing Due Diligence and Data Room Access for selling your business.


Book a consult

Negotiating

 Negotiating letters of intent with credible prospective buyers and ensure that key terms match the objectives of the owners.


Book a consult

Structuring

Designing a structure along with the sellers legal, accounting, tax, wealth management and other experts that maximizes after tax proceeds at closing and potentially thereafter while minimizing seller’s risk.

Book a consult

Confirmation

Timeline: Weeks 30 - 40


Jobs: Negotiate and gather Letters of Intent from various Bidders. 

Review and Advice on any Bidder Letters of Intent. Coordinate ongoing Bidder due diligence to enable selling your business.

Book a consult

Close

Timeline: Weeks 41 - 43


Jobs: Review and advice on any exclusive Buyer documents. Negotiate & gather closing documents from Buyer. 

Set Closing place, date, and time. selling your business

Book a consult

Contact us

Book a complimentary virtual consultation to discuss your professional needs, opportunities, or challenges, brainstorming ways to help you succeed with your sell-side mergers and acquisition process.

Book a consult

Copyright © 2018 The Shaughnessy Group - All Rights Reserved.

  • Home
  • Entrepreneurship
  • Growth
  • Market-entry
  • Buy-side Process
  • Search
  • Why a Buy-side Advisor
  • Debt Advisory Process
  • Acquisition
  • Lender
  • Portfolio
  • Seed
  • Venture
  • Why a Debt Advisor
  • Exit
  • Divestures
  • Management Buy-out
  • Recapitalization
  • Retirement
  • Transition
  • Sell-side Process
  • Valuation
  • Why a Sell-side Advisor
  • Articles
  • Events
  • Guides
  • Mandates
  • Presentations
  • Reports
  • Research
  • Branding
  • Join us
  • Locations
  • News
  • Purpose
  • Team
  • Book a Consult
  • Business Valuation Guide
  • Buy-side Process Guide
  • Checklist for a Sale
  • Industry Insights
  • Quarterly Trends
  • Sales Process Guide
  • Canada Market-entry Guide
  • Transition Checklist
  • Apply here
  • Privacy Policy

Cookie Policy

This website uses cookies. By continuing to use this site, you accept our use of cookies.

DeclineAccept & Close

ANNOUNCING SEARCH ADVISORY

Learn more