Services Overview
We take a personal and open approach to the services we provide our clients. We believe in being flexible and dynamic with respect to our clients needs. Confidentiality and integrity are the two key elements in the services we provide.
Services
include:
- BUSINESS FOR SALE
- Mergers and Acquisitions
- Business Evaluations
- Business Seller and Buyer Representation
- ACQUISITION SEARCHES
- Business Consulting
- Business Planning
- Quality Management
- SBA LOAN Assistance
- Developing Banking & Lending Relationships & Other Types Of Business Loans
Detailed Listing of Services Provided
Standard Representation Services Included In Our Fee
Valuing the
Business
·
Broker Works
Business Brokers Valuation
·
Computer-Prepared Pricing, Based on Key Factors
·
Cash Flow &
R.O.I. Analysis
·
Review by a
Certified Business Intermediary
Preparing to
Sell
·
F, F & E List
·
Lease Summary
·
Federal Tax
Returns (3 Years)
·
Profit and Loss
Statements (3 Years) Monthly Revenue Reports Franchise Agreement
Summary Corporate or LLC Resolution List of Competitors
·
Upside Potential
Summary List of Sizzle Points
·
List of Defects
in Business
Packaging the
Business
·
One-page Summary
·
Internet Listing
Summary (Generic) Bound Marketing Presentation
Marketing the
Business
·
Prepare
Marketing Plan
·
Ad Composition
·
Direct Mail
Campaign, if Appropriate Newspaper Advertising
·
Internet
Advertising:
·
Other Business
·
Search Buyer
Database
Qualifying the Buyer Prospects
·
Non-Disclosure
Agreement
·
Buyer Interview
& Profile Buyer Financial Summary Credit Report, if Applicable
Showing &
Negotiating
·
Preliminary
Discussion
·
Show Business
·
Prepare Seller
for Buyer Meeting Assist in Deal Negotiations
Preparing the Purchase Agreement
·
Draft Basic
Agreement
·
Draft Addendums:
·
Transaction
Timeline
·
Due Diligence
List
·
Seller's
Promissory Note Terms, if Applicable
·
Draft Counter
Offer, if Required
Conducting Due
Diligence
·
Checklist
Development and Contingency Sign-Off
·
Compilation of
Due Diligence Materials and Book
·
Due Diligence
Assistance
Assisting in
Financing
·
SBA Loan, if
Applicable
·
Preliminary
Interview
·
Pre-Qualification of Buyer
·
Mini-Business
Plan & Projection
·
Full Application
Preparation
·
Dealing with
Preferred Lender Representative
·
Seller's
Promissory Note, if Applicable Drafting Escrow Company
Instructions Seller Note, if
Applicable
·
Other
Third-Party Sources, if Appropriate
Closing the
Transaction
·
Drafting
Instructions to Escrow Company Preparing Document Package for
Escrow Company
·
Obtaining
Franchisor Approval, if Applicable
·
Obtaining Lease
Assignment, if Applicable Developing Orderly Turnover Plan
Drafting Allocation of Purchase Price Negotiating Escrow Company
Closing Fees
·
Expediting
Escrow Company Proofing/Revising Escrow Documents Closing
Coordination
Exit Strategy
·
Establishing Owner Objectives
·
Establishing Business Value
·
Building Value and Cash Flow
·
Selling to a Third Party for Top Dollar
·
Transferring to Management or Family Members
·
Developing a Contingency Plan for the Business
·
Family Wealth Preservation Planning
