Pre-engagement
Enabling Management to Focus on Running the Company
Engagement & Preparation
Timeline: Week 1
Pre-liminary Opinion of Value
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.
Engagement & Preparation
Enabling Management to Focus on Running the Company
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 Confi
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.
Coaching
Enabling Management to Focus on Running the Company
Enabling Management to Focus on Running the Company
Advising the owners on the overall sale process, timing expectations, valuation, negotiating strategy and how to best articulate the opportunity.
Enabling Management to Focus on Running the Company
Enabling Management to Focus on Running the Company
Enabling Management to Focus on Running the Company
Run the process such that management can continue running the every-day operations of the Company.
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
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.
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
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.
Presentation
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
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.
Negotiating
Presentation
Negotiating letters of intent with credible prospective buyers and ensure that key terms match the objectives of the owners.
Structuring
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.
Confirmation
Structuring
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.
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
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