Predawn over the California Foothills
No two transactions are alike, but our over-riding concern is the interests of our client. We take into consideration every aspect of your interests and concerns including valuation, deal structure, tax, company culture, legal, management and employees.
The following is our methodology, developed over years of working in the lower middle market
Company Visit
One of the best parts about our work is meeting you and learning about your business. No two are alike, and during the visit we will learn about your company and industry, your financials and what drives the value of your company. We will also educate you on what to expect during the selling process.
Located off the beaten path? You probably have small airport nearby, and we enjoy nothing more than using Ney’s plane to visit great companies in rural areas.
Preparation
Strategic buyers, private equity groups and sophisticated private buyers expect a professional “book” and a financial analysis. We use our years of experience to prepare marketing materials, and also to anticipate questions in order to defend the value of your company.
Marketing the Company
We don’t just use the business-for-sale websites like a main-street business broker, and we don’t just call a few strategic companies like a high-end investment banker does. We market the company to a researched list of buyers as well as our internal list of buyers. Email campaigns, direct calling, direct mail and business-for-sale web sites are all used to in order to create a competitive environment that will get you the best price. The marketing is done using “blind” materials, and your confidentiality is maintained until a buyer is qualified and has signed a non-disclosure.
Managing Buyers
Mono Lake
We’ve been through this ourselves when selling our own firms, and we know there is never enough time in the day run the company and manage the sales process. Our objective is to allow you to continue to focus on running and managing the business, while we screen buyers, answer their questions and move them through the process. Only those qualified buyers who remain serious are introduced to the company.
Company Meetings and Negotiations
We obtain an indication of the price range the buyer is willing to pay before you expend the time and energy of a meeting. We then enter a period of meetings and negotiations, ending with a signed Letter of Intent. We are also supporting you through the due diligence phase, and will be there with you at closing.
Free Consultation
Please fill out the form below to talk confidentially. Not ready to sell yet but have some questions? We don’t mind spending some time answering questions to make sure you are properly prepared when it is time to start planning your exit.
We answer all inquiries, and all correspondence will be treated in a confidential manner. We look forward to discussing your situation with you!
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