Search and Initial Screening 

Using our Business-for-Sale Locating and Screening System™, along with our counsel,  you can quickly be meeting with the owners of mature, profitable businesses that meet your criteria while avoiding buyer competition.  

We will guide you through:

• Establishing your acquisition criteria
• Assembling your team
• Preparing you to make a great first impression with sellers
• Creating a search strategy
• Contacting and screening businesses
• Meeting motivated sellers of great businesses

Due Diligence

Due Diligence is perhaps the most critical step in the purchase of a business.  This is where the buyer gets to peek behind the curtain and determine whether a business is really worth buying.  Using our proven system, including questions to ask, data gathering forms, checklists, and more, you will compile the right information to make an informed decision regarding a business's health, its value, and its potential areas for improvement.  Many of the most important factors to consider in this analysis are the non-financial factors that most buyers gloss over or never take into account.

We will help you:

• Determine the scope of the investigation
• Gather the right data and get the right questions answered
• Use our extensive resources to research the industry
• Narrow down the likely price range
• Define alternate deal structures
• Analyze findings to help you make a decision

Dealmaking

Roughly half of business transactions in which the buyer and seller think they have a deal, fall apart.  There are many reasons why but most have to do with surprises that come up right before closing or important steps that were missed by the buyer along the way.

We will help you:

• Determine financing needs and identify financing sources
• Coordinate financing applications and commitments
• Finalize data collection
• Obtain the necessary reports regarding value
• Assist with negotiations
• Coordinate document preparation
• Coordinate closing