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