PHASE 2 Business Selection & Offer

Phase 2 involves assessing the selected businesses and deciding which ones warrant an offer to purchase.

Conducting on-site visits of businesses that meet the initial screening criteria:

We accompany our clients on visits to business owners, ensuring they gather all necessary information for a thorough business assessment.
Since our clients are engaging with businesses not listed for sale on the public market, they can directly interact with business owners. This circumvents competition or bidding against other buyers, and eliminates the need to navigate through a seller’s intermediary.

We guide our clients on how to scrutinize and evaluate the pros and cons of each business.
We demonstrate to our clients how to compare each potential acquisition against industry standards, enabling them to pinpoint strengths and weaknesses within the business.
With our access to industry resources, we offer up-to-date market and industry-specific deal flow data, ensuring our clients are well-informed when estimating a business's value.

We collaborate with the client to define the most favorable terms for purchasing the business and incorporate these terms into a non-binding offer.
We advise our clients on safely utilizing the Letter of Intent and other legal templates, aiming to reduce their legal expenses and risk.
At this phase, clients usually assemble the remainder of their advisory team (attorney, CPA, appraiser, and other related professionals). We can provide a list of professionals that are highly skilled in business transactions of the relevant type and size.