Our Services
Seller Services - Finish Well
Every business is unique and so are the Sellers and their goals for retirement, looking after their family and their legacy. Our services are customized to align the services with the goals of the Sellers.
The services include:
Provide a detailed to owners indicating a valuation range for the most probable selling price of the Business and this becomes a foundation for decision making.
Ongoing consulting to optimize the price and terms of selling the business.
Publish marketing materials for presentation to prospective Buyers.
Proactively contact high probability Buyers.
Present the business for sale on multiple websites and interested Buyers in a confidential manner.
Ensure prospective Buyers receive detailed information regarding the Business once they have been screened to ensure they are serious Buyers, with capacity to complete the deal and have completed a Non Disclosure Agreement.
Create an Offer To Purchase or Letter of Intent for the Buyer and Seller to agree to.
Manage the due diligence process, including with the parties’ accountants, lawyers and bankers.
Provide guidance on ownership transition and post closing matters.
Buyer Services - Grow Wealth & Gain Independence
Provide advice, guidance and assistance in completing a successful acquisition. The scope of services will depend on Buyer needs. The services may include:
Advising on Buyer’s acquisition goals.
Sourcing a business acquisition opportunity.
Assessment of the fit for the Buyer and the opportunity.
Assisting with financial matters and lenders.
Providing a range of value of the Business that you are interested in acquiring.
Constructing an Offer or Letter of Intent and advising on deal structure.
Advising on due diligence, working with lawyers and accountants and material contracts.
Provide guidance on ownership transition and post closing matters.
Business Valuation
Business value is the foundation for informed decision making for both Sellers and Buyers. Our process can be a report indicating a range of value or a highly detailed report that is more specific than a range.
The service will depend on the complexity of the business, specific attributes of the industry in which the business operates and size of the business. Highlights of the process are:
Review of financial statements and material documents such as leases and agreements with customers and suppliers.
Completion of a questionnaire which provides important elements of the Business’ history, ownership, trends, competitors, suppliers and industry.
Assess strengths, weaknesses, opportunities and threats of the Business.
Adjusting the financials to reflect the earning/cash flow power of the Business for a new owner.
Provide a detailed report to the Seller indicating a range of value.