BUSINESS VALUATION

When selling or buying a business, INDEPENDENT PROFESSIONAL VALUATIONS and BROKER OPINION OF VALUE are essential as they provide a reliable reference of your company’s market value to both the seller and to potential buyers.

We will work with you to establish a fair market value for your business, utilizing a number of different methodologies that are relevant to your specific business.

MARKETING PLAN

Once the seller reaches the decision to sell her/his business, we’ll undertake the creation of a STRUCTURED MARKETING PLAN that includes and is not limited to market research, establishing target clients, approaching potential strategic buyers and selecting the most suitable buyers available. Our marketing method ensures the maximum confidentiality of liaison with the interested parties.

Our marketing services include the creation of an highly professional CONFIDENTIAL OFFERING MEMORANDUM [COM] that emphasizes the strengths of the business, its markets, customers, employees and suppliers, and highlights the potential for market growth and future earnings. A one-page FACTUM is also created for distribution to the buyers in our database.

In some instances we recommend “NO ASKING PRICE” listing that eliminates the buyers’ tendency of bidding-down while ensures that no limit is placed on the value of your business when it is taken to market. Of course, such strategy is implemented with the seller’s approval only.

NEGOTIATION AND TRANSACTION SUPPORT

Once an interested, suitable and committed buyer has been identified, we’ll work with the seller assisting her/him with deal structuring and negotiation of the transaction, with the focus on obtaining the best possible after-tax price, while optimizing conditions of the transaction.

We help the seller to review and assess the terms in the MEMORANDUM OF UNDERSTANDING [MOU] proposed by the buyer, and to eventually update/counter-offer the economic terms and conditions that will form the basis of the eventual SALE AND PURCHASEAGREEMENT [SPA].

During the negotiations, that occur over a broad range of topics and issues, we advise the seller and represent her/his interests throughout the entire process during which the fine details of the formal SPA are determined.

On request, our services extend to assisting the seller during the DUE DILIGENCE process. Also, if needed, we can connect the seller with specialized professionals who can provide support during the DUE DILIGENCE and CLOSING processes e.g. lawyers, chartered tax accountants, IT and HR professionals etc.

COMPREHENSIVE EXIT PLANNING

Sooner or later, you will leave your business. Ideally, you’ll transition the business to someone who is committed and able to “PRESERVE THE CORE WHILE STIMULATING THE PROGRESS”.

Whether you consider passing the business to a family member, to your management team, to your employees, or selling it to a third party, our experienced business consultants can help you plan the best EXIT STRATEGY and or SUCCESION PLANNING.

If you are not yet ready to sell your business, but would like to prepare your business to sell for the highest possible price and the most favorable terms, within the next 1 to 3 years, it would be in your best interests to work with one of our business consultants to help you ENHANCE THE ATTRACTIVENESS OF YOUR BUSINESS, the SUCCESSFUL CONTINUANCE OF OPERATIONS, of MAINTAINING YOUR LIFE’S WORK LEGACY, as well as OPTIMIZE YOUR AND YOUR FAMILY FINANCIAL NEEDS.

When a business doesn’t sell, operating the business indefinitely or simply closing the doors may be the only options available. Hardly the exit plan that any business owner would desire. So, contact us to start.

MARKET RESEARCH

Our far-reaching business network, proprietary databases, and strong business relationships allow us to conduct targeted searches and FIND ACQUISITION OPPORTUNITIES THAT FIT OUR CLIENTS’ INVESTMENT CRITERIA. Whether it be by revenue, geography, client base, or industry, we can quickly and efficiently identify the best fit. A SUMMMARY MARKET REPORT showing the range of acquisition opportunities that match the investor’s criteria is provided to the buyer for her/his review.

LIAISON WITH POTENTIAL SELLERS

Once an acquisition opportunity is identified, our transaction advisory team will approach the potential seller in confidence and in the most professional manner, engaging in liaison on your behalf, to determine her/his interest to sell, as well as the suitability of the business with your investment criteria. An ACQUSITION FEASIBILITY REPORT is presented to you for review.

VALUATION OF ACQUSITION OPPORTUNITY

On the buyer’s request we valuate the identified businesses for acquisition using a variety of methods and databases, helping her/him to determine the right acquisition price. During the valuation process, in addition to the financial performance, we analyze all potential risks and benefits of the targeted business, and provide the client with a BROKER OPINION OF VALUE REPORT.

NEGOTIATION AND TRANSACTION SUPPORT

We work with the buyer assisting her/him with deal structuring and negotiation of the transaction, with the focus on obtaining the best possible price, while optimizing conditions of the transaction.
We help the buyer to draft the terms in the MEMORANDUM OF UNDERSTANDING [MOU] and have it presented to the seller, as well as to eventually update/counter-offer the economic terms and conditions that will form the basis of the eventual PURCHASE AND SALE [PSA].

As buyer’s business advisors, we assist in the due diligence process including and not limited to the review of financials, company operations, management, and more. We also, can help buyers to merge and integrate the operations with their existing businesses, perform turnaround management, tactical capacity and operations growth.