For a PowerPoint of our M+A services download this document: Management-Design-M&A SSS-PPT
Phase I: Pre-transaction Phase: Are you really ready to sell your business?
The first step in the pre-transaction phase is to validate your position in the market place by asking these types of questions:
- Help you understand the process of selling, merging or acquiring a business
- Is it the right time to sell or merge in your industry?
- Evaluate key market indicators, opportunities.
- Potential buyers or merge prospects.
- What would the financial aspects of a transaction look like?
- What are your goals for the transaction?
- Is your buyer strategic or economic?
- Establish your personal goals.
- Do you have the A-team management to endure through a merger or sale?
Next we roll those together to determine whether this is a good time for you to consider a transaction.
Phase II: Business Valuation.
- Review the company’s history.
- Recast financial information.
- Project the co.’s future performance based on industry: trends, performance & mergers/acquisitions/sales.
Phase III: Marketing Your Business.
You’ve determined that it is the right time to sell your or merge your company.
- Determine strategic goals and develop selling strategy. See Questions to Ask.
- Identify universe of likely buyer or merger prospects based on strategic and financial parameters.
- Confidentially contact prospects and screen to establish qualified and serious prospects.
- Assist in evaluation, negotiation and due diligence.
- Complete acquisition, including final negotiations, documentation and post-acquisition merger issues.
Phase IV: It’s not the right time to sell or merge your company.
You’ve determined that it is not the right time to sell or merge your company.
- You would like to position your company for a future transaction.
- You will monitor the market for changes that may support a future transaction.
- You decide not to move forward and grow your business organically.