Scope of Services For Business Sellers

Creation of Selling Strategy
  • Developing alternatives and recommending appropriate courses of action for owners to take as part of
    • Investment or Investor Exit Strategy
    • Estate Planning Strategy
    • Divestiture Strategy
    • Diversification Strategy
    • Business Consolidation Strategy
    • Partner Buy-Out Strategy
    • Recapitalization Strategy
    • Re-Finance Strategy
  • Advising clients in the development and formulation of merger and divestiture strategies
  • Enhancement strategies to increase the value of the company prior to sale

Preparation for Sale
  • Assessing the company’s strengths and weaknesses
  • Establishing valuation expectations
  • Assisting in the preparation of confidential information and selling memoranda
  • Planning strategy for marketing the company

Valuations
  • Establishing valuation criteria and ranges

Buyer Identification
  • Identifying potential buyers and buyer categories
  • Identifying prospective equity and strategic partners, and working with such partners to create the necessary arrangements to consummate each transaction
  • Identifying, screening and initiating confidential discussions with potential buyers

Sale Implementation
  • Executing Sales Strategy
  • Executing Partial Liquidation (buyout of partner)
  • Assisting with Seller financing aspect of sale

Closing the Sale
  • Structuring transactions
  • Coordinating legal, tax, accounting and other closing-related selling activities

Capital Resources
  • Arranging acquisition financing for buyers, consisting of all types of debt and equity