The 5 Step Process
Setting the stage for a successful transaction
Our objective is to find and cultivate the best solution for each business. We provide exclusive representation to owners of companies generally with revenue of $300,000 to $10 million who are seeking either to:
- Sell all or part of their company
- Expand through merger/acquisition
- Obtain a valuation
We provide continuous and comprehensive oversight of every transaction, as well as rapid response to client, buyer or partner inquiries. When appropriate, we provide early consultative involvement with hands-on advice about the day-to-day operational issues affecting our clients and their potential value. We are also able to provide a myriad of resources to our clients including: valuation, targeted expansion or succession services for clients. We are experts in the areas we work, one of the areas that we specialize in is Licensed Assisted Living Facilities.
We employ a team approach to pro-actively and aggressively pursue a variety of opportunities.
Focused five-step process saves clients
precious time and delivers superior results.
1. PRELIMINARY ASSESSMENT OF
OPERATIONS & EXIT STRATEGY
We begin with a consultation with the owner(s) which allows us to review owner objectives and to provide an opinion of the overall feasibility and market attractiveness. This occurs before significant time or expense is required.
2. BUSINESS ANALYSIS AND MARKET IDENTIFICATION
We perform an in-depth evaluation and prepare a professionally written information package presenting the business with recast financial information reflecting the unique aspects of our client. We use our proprietary database of buyers plus targeted market research to design a large custom-tailored group of potential firms for the marketing of each client’s transaction.
3. MARKET CONTACT AND FOLLOW-UP
Our team contacts domestic and international public companies, privately held buyers, private equity groups and other potential acquirers in person or by telephone, facsimile or e-mail. All are pre-qualified and execute a Confidentiality Agreement before the client’s name or other confidential information is disclosed. We work with key decision-makers, streamlining the process and respecting everyone’s time.
4. STRUCTURING THE TRANSACTION
Each client is provided with options. The focus is to maximize the after-tax benefit and to minimize cost and risk to our client, given that structure can be more important than absolute price. Taxes, estate planning, risk of being paid, post-acquisition commitments and cultural fit are among the many issues considered in sales transactions.
5. TAKING THE TRANSACTION TO CLOSING
After reaching an agreement on the price and terms, due diligence activities are staged in a way that avoids unnecessary interruption in the business and unnecessary risk to the client. We assist with keeping the transaction on course and collaborates with the client's legal, tax and other advisors to help resolve issues that may arise during negotiation of the purchase and sale contracts or other agreements. We pride ourselves on client relationships and do not see our role as over once the deal is done. After the transaction is completed, we continue to be available to provide input with the client’s advisory team on post-transaction issues that may arise. In certain cases where clients do not retire, we may also advise them on additional transactions.
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