• Preparation
  • Making The Deal
  • Closing The Deal

Approximately 45-50 days

  • Establish goals
  • Assess financials and operations
  • Conduct valuation and determine desired deal structure
  • Prepare Confidential Information Memorandum
  • Identify potential buyers: prepare marketing plan
  • Approach potential buyers, receive NDAs
  • Discuss deal with interested parties

During this initial period, we take the time to understand your goals and prepare the company for sale. We will assist in assessing your financials and operations, complete a valuation analysis and write a comprehensive information memorandum. We will then identify logical buyers, present the process and discuss the deal. Throughout the process, we will identify issues that interested parties may raise so that we can address them effectively as they arise.

Approximately 60-80 days

  • Receive and access Letters of Intent (LOIs)
  • Assist with gathering and satisfying initial due diligence requests
  • Meet with selected potential buyers
  • Monitor buyers’ financing arrangements
  • Assist with LOI negotiation and selection
  • Facilitate continuing due diligence
  • Resolve any issues and accept an LOI

We will receive a number of Letters of Intent from interested parties presenting their buyout or investment proposals. When appropriate, we will arrange meetings with the selected buyers, allow them to tour your facilities, and encourage them to enhance their offers. Together, we will screen final offers and choose the best one based on offer size, terms, likelihood to close (e.g., ability to pay and/or arrange financing) and other factors.

Approximately 45-90 days

  • Provide advice regarding remaining issues
  • Resolve remaining issues
  • Review purchase agreement and other closing documents
  • Close Sale
  • Facilitate final due diligence

This period begins once a buyer is selected. The extent of the due diligence will be agreed upon prior to accepting the LOI. We will help facilitate the process, monitor the buyer’s financing arrangements, run the secure date room and answer many of the questions that arise. Once the buyer satisfies its due diligence needs, we, along with your legal counsel, will help conclude negotiations, finalize the purchase and sale agreement, resolve remaining issues, review all purchase documents and close the transaction.