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• Prepare your business for sale
• Prepare a defense for the value of your busines
• Define your end “outcome” from the sale of your business.

Here is what we do to help you gain the advantage
PHASE 1: iN PREPARATION WE:
INFORMATION GATHERING
• Understand your objectives, company, industry and marketplace
• Quantify the value components of your business
• Indicate our opinion on price and terms for your firm consistent with the
marketplace and your objectives
• Provide you with information to make informed

PACKAGING
• Execute an Engagement Agreement with you
• Draft marketing documents (Blind Profile and Confidential Offering Memorandum (COM)
• Get your approval on marketing documents
• Spell out the options for you to select a preferred sale structure.

MARKETING PREPARATION
• seek out buyers whose buying criteria and profile are most suited for your
business
• prepare target Buyer lists for your review and approval
• develop a schedule of events and time lines for marketing your firm.

PHASE 2: IN MARKETING WE
BUYER SCREENING
• Contact potential buyers via direct mail, target marketing, telemarketing, e-mail journal ads, national business broker networks, web sitepostings, etc
• Screen potential buyers for financial capability and alignment with your goals
• Secure signed Confidentiality Agreements from interested Buyers
• Provide an Executive Summary on your firm with response instructions to
pre-qualified buyers.

BUYER VISITS
• Provide the COM, approved by you, to buyers whose interests continue
• Work with you to answer buyer questions
• Defend your requirements for buyers to acquire your firm
• Schedule site visits and buyer introductions with you.

LETTERS OF INTENT

• Assist buyers in the preparation of Letters of Intent (LOI)
• Negotiate price and terms suitable to both parties
• Help you conduct a comparative analysis of LOI’s and select the one offering the best final outcome for you. continued