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
Click the icon to download our
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.