Engagement Phases
Preliminary Meeting
- General Overview and Introduction
Second Meeting
- Engagement Agreement
- Review of Expectations
- Outline Schedule, Plan for Deliverables, Schedule Meetings
Phase 1 – Financial Review and Valuation
- Comprehensive survey of business
- Review Findings and Confirm Anticipated Pricing
Phase 2 – Information Gathering and Preliminary Buyer Search
- Gather information for offering memorandum and write document
- Search market and identify prospective buyers
- Review Findings and Confirm Wording
- Internal due diligence review
Phase 3 – Marketing process
- Distribute letters to targeted buyers and preliminary discussions
- Distribute Offering Book to prospective buyers
- Identify viable proposals
Phase 4 – Negotiation and Review
- Review, evaluate and process proposal(s)
- Due diligence
- Final discussions
- Closing



