How we work

Initial Discussions — We will talk with you on a confidential, no-obligation basis to help explore your options. Further discussions can be arranged on issues such as the best types of buyers or how to maximize the value of your company when you sell it.

Valuation — We assist you in determining the market value of your company to both strategic and financial buyers.

Preparation of Marketing Materials — We prepare a Confidential Offering Memorandum and other marketing materials that will position your company in a positive professional manner.

Maintaining Confidentiality — We make contacts from our office on a confidential basis, prepare offering materials carefully, and require Confidentiality Agreements from interested parties.

Identifying and Screening — We locate and screen potential buyers for you and spend the necessary time and effort to help them learn about your business.

Furnishing Information and Arranging Visits — We furnish information to prospective buyers and arrange meetings and visits to your company when appropriate.

Negotiating and Structuring the Transaction — We assist in negotiations and the financial structuring of a deal to maximize your total economic value.

Coordinate the "Deal Team" of your attorneys, accountants and other professionals.

Monitoring Due Diligence and Closing We help facilitate due diligence and follow through until the transaction is successfully closed.

Stage

Months from start

Appointment of advisors

0

Preparation of information memorandum

1

Agree list of potential purchasers

1

Commence marketing

2

Initial meetings with potential purchasers

3

Receive indicative offers

4

Draft Heads of Agreement

5

Completion

6 to 7