• Advisory Services
  • Professional Approach
  • Confidentiality
  • Strategic Transitions
  • Mergers and Acquisitions
  • Strategic Planning
  • Transition Planning
  • Intermediary Opinion of Value

 

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