External Transition Consulting

Buying or selling a business is one of the most crucial financial transactions of your life. As a business owner, you probably have, or will have, a good portion of your assets in your business or professional practice.

When the time comes to buy or sell a business, you need the best representation possible. In what can be a confusing and sometimes difficult process, it pays to leave as little as possible to chance. With the help of Lee James, a CBI professional, you can navigate unknown territory with ease. An optimal transaction can result by:

- Identifying better prospects

- Clarifying investment potential


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External Transition Consulting Flyer


 

 

PURCHASES
We have assisted, brokered, managed and completed numerous transactions in a number of industries. Examples include companies in engineering, distribution, retail and professional services.

- Assisting in leading you through the acquisition process.

- Researching and providing independent information on candidate firm.

- Analyzing financial information and, if needed, recasting information.

- Developing projected financial information and impact on your company.

- Assisting in reviewing offer letters, letters of intent, definitive agreements, etc.

- Participating in due diligence review.

- Negotiating the transaction.

- Working with legal counsel, accountants, & other professionals, as needed.

DIVESTITURES, SALES & MERGERS

- Researching and providing independent information on purchasing firm.

- Recasting financial information.

- Projecting future revenue and profit.

- Positively differentiating your company.

- Develop strategies to assure proper pricing, terms & conditions of agreements.

- Assisting in reviewing offer letters, letters of intent, definitive agreements, etc.

- Working together in developing negotiating strategies.

- Preparing for due diligence process and assisting in completing process.

- Working with legal counsel, accountants, & other professionals, as needed.

- Structuring payment timing and terms that meet your needs.

INTEGRATION

- Plan the process and develop a proactive integration team.

- Immediately building strong communication process for all involved.

- Positively introduce new organization.

- Build excitement and communicate why this is the right decision.

- Understand and communicate systems, processes, procedures, etc.

- Interviewing people throughout the organization.

- Timely recognize and resolve problems.

- Prevent future problems.

- Minimize loss of talented people.

- Establish baseline of feedback and information.

- Affirm what is working well.

- Provide confidential feedback to management.