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Selling A Company

Board Meeting

Selling a Company

Selling a Company is a major decision and requires careful strategic planning. It is never too early to discuss and strategize an exit plan with our team of M&A advisors to increase short-term profitability with an eye on an eventual exit at a premium. Unfortunately, most owners do not consider selling their business when their company is in the growth phase. They don't know or ignore that all businesses have a bell-curve life cycle. Regardless of the company's size, small, large, and mega-large companies all experience the same life cycle, which is inevitable. Those who strategize early always come ahead of those who think of selling their business when the revenues are in a plateau or begin to decline. It would help to put yourself in a buyer's shoes to sell a business and ask yourself, "Would I pay a premium for a declining company? ". If the answer is a "NO," I suggest contacting one of our seasoned M&A professionals who can navigate you toward a PRIME exit.



 Assessment & Valuation

The first step in selling your company is to schedule a complimentary valuation with one of our M&A professionals. During this call, we want to see if your business is ready for an exit or if should you be postponing your decision. We will discuss various exit opportunities that may exist with some of our active buyers and tactics you can implement to increase your company's valuation. 



If we come to an agreement with you that is time to have a partial exit or a complete exit, then during this phase, we ask you to sign our fee agreement so our team can officially begin analyzing your financials, calculating the true net income for your company and begin preparing a Blind Summary as well as the Confidential Information Memorandum (CIM).



During this phase, our entire team of M&A advisors as well as our marketing team will begin a four-step process in marketing your company confidentially, vet all buyers, and approve and reject buyers that do not meet the investment criteria. 


Identifying The Right Match

All of our marketing efforts will lead into a series of conference calls between you and interested buyers. During these sessions, you have the opportunity to ask them questions and see if they will be a right fit with your company's culture. They will also ask you a series of questions to better evaluate the sustainability of yoru business model.

All of these conversation will hopefully lead to multiple offers giving you the opportunity to pick and negotiate the best deal for your and your company.


Once you have signed an LOI with a buyer, the due diligence process begins, where the buyer will want to verify the accuracy of your company's financials. This may include the buyer hiring outside firms such as a Quality Earnings auditor and various consultants familiar with the operation of a business like yours. Once the due diligence process is complete, the buyer's law firm prepares the purchase and sell agreement to be reviewed by your legal counsel and marches forward to a closing date where the funds are disbursed according to the agreement by an escrow agent.

Getting to The Finish Line


Post-Closing Integration

Once the deal is closed, you will assist the buyer in post-closing integration based on previously negotiated terms and compensation. If there you are rolling equity to the new company, you continue to move the business forward leveraging the new buyer's  resources.

Contact us now if you’re looking to buy or sell a business

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