Goal Of
Engagement
Our mission goes beyond simply guiding you through every phase of the selling process—we are committed to strategically enhancing your business’s value by 10%-25% through the key steps outlined below. We are not business brokers and do not subscribe to that term. As sell-side M&A advisors, our focus is on maximizing your company’s worth.
Through financial optimization, strategic positioning, and skilled negotiation, we ensure that buyers fully recognize the true value of your business—leading to stronger offers, superior terms, and a more successful transaction.
Steps In The Process
Initial Consultation
We begin with an introductory meeting to understand your business, long-term goals, and expectations. This session also provides an overview of the selling process and how we can support you.
Confidentiality Agreement (NDA)
To protect sensitive business information, both parties sign a Non-Disclosure Agreement (NDA), ensuring that all shared details remain confidential throughout the engagement.
Financial Assessment & Analysis
We request key financial records and conduct a comprehensive review to evaluate your company’s performance, identify strengths and risks, and determine areas that may enhance business value before going to market.
Valuation & Strategy Session
Based on our financial analysis and current market conditions, we provide an initial valuation range and review the key drivers influencing your business’s worth. We also discuss strategies to optimize value before the sale.
Engagement Agreement
Once you’re ready to move forward, we formalize our working relationship with an engagement agreement, which clearly defines roles, expectations, and key milestones. Each agreement is customized based on the size of the business and the percentage of value we believe we can create through our process. As outlined in our Goal of Engagement, our compensation is directly tied to the additional value we generate through our expertise, not the existing value of your business before we apply our strategies. To determine the best path forward, we first need to complete the Financial Assessment, which will guide the most appropriate fee structure for an engagement agreement. We want to win when you win.
Path to a Successful Exit
Drawing from the authentic experience of building and successfully selling a business, this approach to private equity exits comes from real-world entrepreneurship, not theoretical consulting. The journey from founder to successful exit provides unique insights that inform every step of the preparation process. This perspective bridges the gap between entrepreneurial reality and private equity expectations, creating a methodology that maximizes company value while honoring what owners have built.
Documentation Preparation
To streamline the sale process, we assist in gathering all necessary documents that buyers will require. These may include financial statements, legal agreements, operational records, insurance policies, employee details, and client contracts.
Optimizing Financials for Max Value
Before going to market, we conduct a deep dive into your financials to identify opportunities for increasing your business’s perceived value. This includes analyzing Seller’s Discretionary Earnings (SDE) and identifying legitimate EBITDA adjustments, such as one-time expenses, non-recurring revenue, and owner-specific costs that could be added back to present a clearer picture of profitability. By optimizing these financial metrics, we ensure that buyers see the full earning potential of your business.
Confidential Information Memorandum (CIM) Development
We craft a comprehensive and compelling Confidential Information Memorandum (CIM), presenting your business in the best possible light. This document is shared with vetted buyers who have signed a confidentiality agreement.
Go-to-Market Strategy
We leverage our network and marketing resources to strategically present your business to a select group of qualified buyers, ensuring maximum exposure to serious prospects.
Indications of Interest (IOI) Evaluation
We assess initial expressions of interest from buyers, reviewing their proposed terms, pricing, and overall fit. This helps in narrowing down the most suitable candidates for further discussions.
Negotiating Letters of Intent (LOI)
We guide you through reviewing and negotiating Letters of Intent (LOIs), which outline key terms and conditions of a potential deal. Our goal is to help you secure the most favorable terms while aligning with your objectives.
Optional – Continued Oversight Post LOI Phase
Due Diligence Oversight
Once a buyer is selected, they conduct an in-depth due diligence process to verify all financial, operational, and legal aspects of the business. We can help manage this phase, ensuring efficiency while minimizing disruption to daily operations.
Finalizing the Purchase Agreement
The buyer’s legal team drafts the Purchase Agreement, which is then reviewed by your attorney. We facilitate the negotiation process, ensuring that all critical terms align with your best interests before moving toward closing.
Closing & Ownership Transition
After all conditions are met and the final agreements are signed, we coordinate the transfer of ownership, ensuring a smooth and seamless closing process.
Ready to See What Your Business is Worth?
Don’t leave money on the table. Let’s talk about how we can help you get the best deal possible for your business.
"*" indicates required fields