Scope of Services

Creation of Selling Strategy

• Developing alternatives and recommending appropriate courses of action for owners to take as part of a
  • Investment or Investor Exit Strategy
  • Estate Planning Strategy
  • Divestiture Strategy
  • Diversification Strategy
  • Business Consolidation Strategy
  • Partner Buy-Out Strategy
  • Recapitalization Strategy
  • Re-Finance Strategy
• Advising clients in the development and formulation of merger and divestiture strategies
• Enhancement strategies to increase the value of the company prior to sale

Preparation for Sale

• Assessing the company’s strengths and weaknesses
• Establishing valuation expectations
• Assisting in the preparation of confidential information and selling memoranda
• Planning strategy for marketing the company

Valuations

• Establishing valuation criteria and ranges

Buyer Identification

• Identifying potential buyers and buyer categories
• Identifying prospective equity and strategic partners, and working with such partners to create the necessary arrangements to consummate each transaction
• Identifying, screening and initiating confidential discussions with potential buyers

Sale Implementation

• Executing Sales Strategy
• Executing Partial Liquidation (buyout of partner)
• Assisting with Seller financing aspect of sale

Closing the Sale

• Structuring transactions
• Coordinating legal, tax, accounting and other closing-related selling activities

Capital Resources

• Arranging acquisition financing for buyers, consisting of all types of debt and equity