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Seller Services

Privately owned businesses are a fundamental part of the economy and account for a vast majority of job creation. Preserving these businesses through effective transitions – generally through a sale or merger, but sometimes via a recapitalization or succession plan – is our passion. We have either worked for or owned businesses ourselves, and know the character-building experience of meeting payroll and maintaining sales.

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We Get Results

When it comes to selling, we use a comprehensive multi-step approach with you at the center. We identify and frame the opportunity, which is outlined in detail within the confidential information memorandum. We go to market without a price, and seek multiple acquisition proposals. We manage the entire sales process and bring the deal home. 

Maximizing Results

Buyers will offer different values for a company, depending on their motivation and needs. We are pro-active in approaching prospective buyers, from strategic/synergistic buyers to private equity funds and capable individual investors, to identify those most motivated and therefore willing to pay the highest price.

Introductory Phase

Our initial meeting focuses on getting to know you and the business. We clarify the engagement and explain the anticipated schedule. When appropriate, we will provide the information needs list to move through the sequence, outlined below.

Financial Review and Valuation

We perform a comprehensive financial review, assemble an estimate of value and review the report  with ownership.

Preparation of the Information Package

We gather details about the company, prepare the confidential information memorandum and develop a preliminary buyer prospect list.

Marketing and Sales

We distribute a mailing to targeted buyers using a blind summary. After obtaining non-disclosure agreements, we distribute the information package and follow up. Our goal is to get multiple parties interested, especially those who would place the greatest value in the acquisition.

Negotiation and Review

Our process narrows the field of interested parties through letters of intent. These are evaluated with owners and one is selected. The focus then shifts to due diligence review, development of the definitive agreement and eventually a closing.

 

 

BTS News

  • Key Insights from Sale of Globe Manufacturing

    Key Insights from Sale of Globe Manufacturing

    Excellent program Tuesday broke down details about the sale of Globe Manufacturing, a 4th generation family owned business based in New Hampshire.

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  • A Better Option to the Unsolicited Offer

    A Better Option to the Unsolicited Offer

    The call came out of the blue. It was a group interested in buying the business. They needed information. Your company was a perfect fit. Just send us some details and we will be in touch.

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  • M&A Advisor Tip - How to Answer Questions

    M&A Advisor Tip - How to Answer Questions

    As you start the sale process, you may be holding offsite meetings and fielding confidential phone calls. Even a subtle shift in activity can cause savvy employees to wonder, ‘What's up?’.

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  • What’s the Best Option for my Business?

    What’s the Best Option for my Business?

    Business owners have a wide variety of options open to them. A group of business owners joined us at our fall master class that focused on transition options and the experience.

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  • M&A Advisor Tip - When You Can't Fix Customer Concentration Issues

    M&A Advisor Tip - When You Can't Fix Customer Concentration Issues

    As a general rule, no one customer should account for more than 20-25% of your company revenue.

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  • Transition to Freedom explores business transition experiences

    Transition to Freedom explores business transition experiences

    Hats off to MJ Schoer for sharing his fascinating multi-level business transition story to a well attended meeting jointly presented by Business Transition Strategies and mPower Advisors.

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  • Four buyers, three values, one winner

    Four buyers, three values, one winner

    Businesses we sell typically go to market without a preset asking price. Why? Value is really in the eye of the buyer. And that can vary widely, depending on who they are and what they have in mind.

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  • Strategies for growth or time to sell?

    Strategies for growth or time to sell?

    Has your business gotten to the point where it could grow but you’re not certain about taking the risk?

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  • Timing is Everything-Capitalize on Opportunies

    Timing is Everything-Capitalize on Opportunies

    Timing and value are both important An old proverb comes to mind this time of year. “Make hay while the sun shines.” Take advantage of clear weather. Capitalize on opportunities. Avoid the rain.

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  • M&A Trend Impacts Smaller Companies Too

    M&A Trend Impacts Smaller Companies Too

    Lower mid-market company sales are often influenced by larger M&A deal flow. A recent article on the Forbes website illustrates this point. Here’s why.

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Case Studies

  • Precision Machining Company

    Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.

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  • Green Product Company

    Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.

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  • Water Purification Company and Young Buyers

    Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?

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  • Magnetics Company with High Profile Customers

    (T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.

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