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.
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.
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.
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.
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.
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.
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.
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 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.
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