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Whether you want to transfer
internally or externally, we have the expertise to professionally complete the
transition. Numerous internal ownership transition engagements have been
completed. And if a purchase or sale is desired, several such transactions
have been successfully consummated.
Our approach and example services provided are
discussed below.
Representative projects include working closely with leadership
in determining their needs and desires for transferring ownership to others
within their firm.
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Establish
process to successfully transfer ownership to other leaders in the firm. |
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Projects
are personalized to the individual needs of the client. |
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Confidentiality
agreements are completed before the start of work. |
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Example
services include:
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Review of past years’ financial
statements, tax returns, current year plans, backlog, future financial
projections and other relevant company data. |
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Meeting with the present and prospective
owners to determine their wants and needs. |
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Valuation work is performed to determine
the “fair value” of the Company. |
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Projections for several future years are
usually completed to assess the reasonableness of the present and future
ownership transition plan. |
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Drafting or review of Buy/Sell agreement
to determine needed changes and coordination with legal counsel |
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Addressing levels of ownership and
threshold levels |
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Questions and answers for prospective
owners. |
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We are continually
involved in completing transactions in a number of industries. Examples
include companies in construction, engineering, distribution, retail and
professional services. Typical services performed are:
Purchasing
another entity
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Assisting in leading you
through the acquisition process. |
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Researching and providing
independent information on candidate firm. |
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Analyzing financial
information and, if needed, recasting information. |
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Developing projected
financial information and impact on your company. |
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Assisting in reviewing offer
letters, letters of intent, definitive agreements, etc. |
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Participating in due
diligence review. |
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Negotiating the transaction. |
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Working with legal counsel,
accountants, & other professionals, as needed. |
Selling
your entity
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Researching and providing
independent information on purchasing firm. |
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Recasting financial
information. |
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Projecting future revenue
and profit. |
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Preparing Offering
Memorandum that positively differentiates
your company. |
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Develop strategies to assure
proper pricing, terms & conditions of agreements. |
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Assisting in reviewing offer
letters, letters of intent, definitive agreements, etc. |
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Working together in
developing negotiating strategies. |
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Preparing for due diligence
process and assisting in completing process. |
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Working with legal counsel,
accountants, & other professionals, as needed. |
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Structuring payment timing
and terms that meet your needs. |
Integration
of Entities
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Plan the process and develop
a proactive integration team. |
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Immediately building strong
communication process for all involved. |
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Positively introduce new
organization. |
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Build excitement and
communicate why this is the right decision. |
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Understand and communicate
systems, processes, procedures, etc. |
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Interviewing people
throughout the organization. |
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Timely recognize and resolve
problems. |
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Prevent future problems. |
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Minimize loss of talented
people. |
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Establish baseline of
feedback and information. |
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Affirm what is working well. |
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Provide confidential
feedback to management. |
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