Selling A Business

Selling your company, regardless of the reason for the sale, can be one of the most important strategic decisions you will face. A qualified M&A advisory team will pay for itself several times over simply by unlocking all the potential value of your company during the sale process. In addition, they will help you navigate the often complex issues that are typical in a sale. Let Succession Dynamics run the process by your side, allowing your team to excel at what they do best during this critical time: running the business.

As part of the sell-side process, we will:

  • work with you to identify and prioritize your objectives.
  • develop a work plan that both Succession Dynamics and the client are accountable to.
  • conduct a valuation where requested.
  • prepare all marketing material such as the teaser and the pitch book.
  • define a Go-To-Market strategy and identify and qualify buyers.
  • perform all outreach to buyers on a "no-names" basis or with full disclosure depending on your particular situation.
  • distribute process letters to optimize the terms and conditions of the indicative offers (i.e. LOIs).
  • review and analyze offers.
  • develop a "buyer synergy analysis" that highlights and quantifies the synergies that would be realized from a particular buyer.
  • create, schedule and deliver management presentations.
  • ensure that buyer due diligence is conducted in a secure, confidential manner that minimizes intrusion on the firm.
  • negotiate all aspects of the transaction and manage the closing process, including coordinating efforts with the lawyers, tax advisors and accountants.
  • negotiate and structure all transaction documents including the agreement of purchase and sale, employment/consulting agreements and any earn-out provisions.

© Copyright 2019 - Succession Dynamics Inc.