We guide our clients through due diligence, purchase price adjustments, documentation, financing, and deal structuring, ensuring a successful acquisition completion. These critical tasks involve:
- Offering a detailed checklist of due diligence items, along with project management oversight to ensure thorough and timely completion. The checklist encompasses both financial and non-financial aspects crucial for business evaluation.
- Connecting our clients, if required, to specialists in areas such as valuation, HR, insurance, strategic planning, and operational planning, to assist in due diligence and transition of ownership.
- Instructing our clients on the dynamics of buy/sell negotiations, aiming to secure the best possible deal with minimized personal risk. Our extensive deal experience contributes to a high completion rate.
- Aiding in securing an independent business valuation to reduce the risk of overpayment and facilitate price negotiations.
- Introducing our clients to lenders most likely to provide optimal acquisition financing for their specific transaction. Our close relationships with financing sources and expertise in deal structuring expedite the approval process and enhance the likelihood of success.
- Guiding our clients on how to negotiate the best possible terms with lenders, teaching them how to minimize or eliminate personal collateral and guarantees, and how to reduce or remove restrictive bank covenants.
- Advising our clients on efficient utilization of their attorney and CPA services, potentially leading to significant savings. With our guidance, many actions usually undertaken by attorneys charging $300 to $500 per hour could be performed by the buyers themselves.
- Wearing the ‘black hat’ when necessary, preserving a cordial relationship between our clients and the seller post-transaction and throughout the transition period.