Planning, Strategy & Outlining Requirements
Understand the objectives of the client
Review past financial performance
Review Operations and their performance
Review Growth projections
Develop initial marketing strategy Understand company and objectives
Prepare Prospectus & Identify Potential Buyers/Sellers
Define key selling points.
Prepare a list of offerings
Identify and evaluate potential buyers.
Make a plan for strategic and financial buyers.
Qualify Buyers and provide pertinent information
Prepare presentation for prospective buyers
Evaluate indications of interest by prospective buyers
Conduct Management Presentations & Buyer Due Diligence
Narrow down qualified buyers.
Arrange meetings and site visits
Perform follow-up discussions and share detailed information
Evaluate Bids & Facilitate Negotiations
Evaluate all bids
Complete legal documentation with due diligence
Legal Work and Closing
Complete final closing documentation
File with appropriate legal authorities
Close and complete transaction