OUR PLAN
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.
Marketing Efforts
Contact Buyers
Distribute Prospectus
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
Facilitate negotiations
Complete legal documentation with due diligence
Legal Work and Closing
Complete final closing documentation
File with appropriate legal authorities
Close and complete transaction