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Our Mission:
Helping Business Owners & Private Investors
Acquire & Exit Florida
Middle-Market Businesses
Pursuing transactions valued from $1,000,000 -
$25,000,000.
A research based approach for buying & selling
businesses
Whether you are a Business Owner
or Private Equity Group the goal is the same; identify a corresponding
management team that shares a common interest in acquiring or exiting a
business. We accomplish this by investing time, resources and industry
research to identify Decision-Makers ready, willing and able to complete a
merger or acquisition
that achieves your business goals.
The Business Acquisition Process
Before buying or selling a business the Advisor and Client define the
M&A Project Goals. This process results in the Advisor drafting either a
Buyer's Representation Agreement or a Seller Listing Agreement.
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Buyer's Representation Agreement |
Seller's Listing Agreement |
- Defines the Buyer's acquisition criteria enabling the Advisor to
identify potential acquisition targets
- Defines the length of the assignment
- Includes confidentiality agreement
- Establishes an exclusive or non-exclusive relationship
- Details the Advisors compensation when not paid by Seller.
- Optional retainer agreement
- Buyer must sign a non-disclosure agreement
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- Describes an offer to sell a business
- Provides selling price and acceptable terms
- Price should be based on a business appraisal/valuation
- Includes Broker's compensation terms
- Exclusive Right of Sale enables co-brokering
- Normal term is 6-12 months
- Prospective buyers must sign confidentiality agreements
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Role of the Merger & Acquisitions Advisor
Identify Decision-Makers that facilitate the Client's business goals
Educate Clients about the Business Acquisition & Exit
Planning Process
Facilitate the business valuation process
Perform transaction related tasks that facilitate the process
Disclose know facts that affect the value of the transaction
Maintain limited confidentiality between the Buyer & Seller
Encourage the Parties to respect the confidentiality of the process
Act as an emotional buffer between the Buyer and Seller
Prepare and present offers to the Seller on behalf of the Buyer
Facilitate a mutually beneficial outcome between the Parties.
Learn more...
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