Because your business is your masterpiece.

We will construct an acquisition plan between the advisors and client, that are aligned with company's targeted goals. We will evaluate management's overall readiness to engage into a strategic acquisition.

We will formulate a comprehensive research plan based on industry metrics and potential company targets within the desired sector. 

We will develop a customized target list based upon strategic business profiles, industry analysis and research. Engage the targeted business, acclimating them to inevitable discussions.  Then choose businesses who are willing, potential sellers.

We will submit the targeted business with an offer via Letter of Intent (LOI) for proposed acquisition. Our team with negotiate significant deal points, which include value and structure. 

We will collaborate with legal counsel, accountants and other participants to perform advanced due diligence on the deal.  Once our due diligence is complete, we will negotiate the agreement with both buyer and seller's legal counsel, working towards a seamless close.

Our team will help ensure we are perfectly aligned with the original acquisition strategy and assist with preparation for a smooth integration and successfully bringing acquired business and parent together. 

Understanding company value and positioning within the marketplace of your business is an essential part of closing the deal. We assist owners and their accounting professionals to develop business valuations based on comparable industry multiples that best emulate specific industries. We will proceed with discussing target prices based upon a most least likely and most likely scenario.

We will Confidential Offering Memo which is a crucial component in process, as it details the most comprehensive illustration of what your business can offer a potential buyers. It will include information about employees and financials to opportunities for expansion. 

The Confidential Offering Memo is a business plan for your exit and It’s what potential buyers of your company want to see before they consider moving forward. It will also provide all relevant operational, marketing and financial information about your company. -And will include data on assets, including tangible and intangible properties, liabilities, cash flows, your largest clients, key employees, market analysis, trends and specific reasons for your selling.

We carry-out two critical steps of the selling process. First, we develop a list of potential buyers, consisting of those who are willing to pay the most. Then we will combine the first list with a larger list of all potential buyers, which ultimately must be approved by all shareholders before moving forward.

 The business will then be promoted to potential buyers, while maintaining full confidentiality for the seller to ensure current and future operations of the business aren’t disrupted from the potential sale. 

Our process will include delivering multiple buyers to the deal table to participate in a competitive bidding process, where the buyer who meets all the seller’s conditions for price and structure will win the deal. This process is extremely delicate and requires very adept negotiators to navigate the final stages of the sale with surgical precision.

The sale of a business must be a well-designed process that involves M&A advisors, real estate professionals, insurance reps, attorneys, tax professionals and estate planners. Once the winning buyer is confirmed, we will ensure due diligence and deal closure are completed promptly after the Letter of Intent has been executed by all parties to the deal.