Services at a Glance

Sell-side Services

·          Consulting on the entire M&A process
·          Advisory services to prepare the company for a merger or acquisition
·          Determination of the Fair Market Value of the company  (Business Valuations)
·          Preparation of a Confidential Offering Memorandum
·          Confidential networking and marketing to attract buyers
·          Qualification and presentation to buyers
·          Negotiation of Term Sheets, Letters of Intent and Purchase Contracts
·          Management of the Due Diligence process
·          Assistance in securing financing for the buyer
·          Management of the closing process and closing team

Buy-side Services 

·          Consulting on the entire M&A process
·          Preparation of a Confidential Buyer Profile
·          Distribution of the Confidential Buyer Profile to over 600 M&A firms and business brokers
·          Posting of the Confidential Buyer Profile in all major M&A databases and services
·          Custom searches on all major databases for acquisition targets
·          Direct mail and telemarketing programs to locate acquisition targets
·          Personal marketing and networking for acquisition targets
·          Drafting and negotiation of Term Sheets, Letters of Intent, and Purchase Agreements
·          Management of the Due Diligence process
·          Assistance in securing financing
·          Management of the closing process and closing team

Business Valuations

·          Valuation Reports
·          Market Data and Basic Calculation of Value Reports
·          Benchmark Value Calculations
·          Consultations Regarding Value

Management Advisory Services

·          Value enhancement advisory services
·          General management consulting and business planning
·          Strategic corporate marketing to enhance positioning
·          M&A consulting 

Acquisition Financing

·          Preparation of a professional loan package
·          Circulation to multiple lenders and investors prior to running a credit report
·          Management of SBA, non-SBA, and investor financing
·          Management of private debt and equity placements

Contact us for Details or a Free Consultation