Our Process

Sell Side Buy Side

Prepare the Company for Sale STEPS Step 1: Evaluate Company Step 2: Internal Due Diligence Step 3: Financial Analysis Step 4: Deal Structures Step 5: Identify Buyers Step 6: Prepare Book Step 7: Prepare Management ISSUES Market Assessment / Valuation Business Plan Review Value drivers Contract Issues IP Rights Revenue Recognition GAAP conformity Asset Purchase Stock Purchase Tax / legal issues Profile Buyers Qualify Buyers Executive Summary Update Plan Create Powerpoints Pro Forma Financials Review Presentation Role Play on Questions Create data room Manage the Sales Process STEPS Step 1: Buyer Presentations Step 2: Manage Preliminary Due Diligence Step 3: Negotiate Term Sheet/LOI Step 4: Manage Detailed Due Diligence Step 5: Negotiate Purchase Agreement Step 6: Approvals BOD, SEC, Shareholder Step 7: Closing Documents ISSUES Customize to buyer hot buttons Prepare schedules Overview of key relation-ships Deal structure Valuation Range Customer Contact Contract Reviews Terms & conditions Legal Reps Indemnification Earn-out provisions Contingencies Escrows Regulatory review Shareholder Vote Harte Scott Purchase Agreement Employment agreements