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Strategic Business Sales
Our Advisors work closely with clients to understand their business, develop an exit strategy and to prepare the business for sale. Although not always necessary, our strategy workshops facilitate focus and clarity around the key factors and economic drivers for growth potential, provide a framework to implement the exit plan and create the documentation to present the business.
PLANNING AND PREPARATION
The essential ingredients for a successful sale that maximises the value to the retiring owner.
 Improve or strengthen the profitability of the current operations.
Reduce and manage operational risks and the risks to a potential buyer.
Develop and implement a strategy for growth that increases future profits.
Pre- transaction Due Diligence to identify and resolve any legal, accounting, taxation, environmental, operational and regulatory
 compliance issues.
Timing the exit, wherever possible, to the advantage of the retiring owner, rather than allowing fate or the economic cycle to prevail.
Presentation of a convincing case to potential buyers, based on results currently being achieved and the future profit potential of
growth initiatives.
THE SALE PROCESS
A rigorous research, marketing and sales process together with distribution to an extensive alliance network.
Documentation
Business Introduction
A brief executive summary of the business indicating the highlights and broad metrics of the business, without disclosing the identity of the business, is distributed to our broad network.
Confidentiality Agreement
A standard non-disclosure agreement for a transaction of this type will be provided to potential buyers and executed prior to the release of information relating to the business.
Information Memorandum
A comprehensive presentation of the current business and its future potential is critical to provide potential buyers with the information required to evaluate the business and make an offer to purchase.
Valuation
We assist clients to estimate a sale price by advising on the appropriate valuation parameters and undertaking market research to support the sale price estimate. We work with clients to evaluate the strategic value and synergies that might be extracted from potential buyers.
Marketing
We develop a target list of potential buyers through the results of our strategic workshops, our systematic search process and our broad network of alliances and contacts.
We are experienced at approaching potential buyers and promoting the opportunity discreetly while preserving the confidentiality of the business.
We qualify all potential buyers through gaining an understanding of their business or investment objectives and whether there are operational synergies or strategic opportunities.
We aim to generate competitive tension among as many qualified potential buyers as possible within the sale timetable.
We arrange and oversee presentations and inspections of the business operations by qualified potential buyers.
We facilitate any questions raised by potential buyers and encourage the submission of offers.
We assist clients with the evaluation of offers and determining the short-list of potential buyers to proceed to due diligence.
Due Diligence
We work with clients and their accountants to prepare and package the due diligence data which will generally cover:
the historic and forecast financial performance of the business.
valuation of property and other assets.
legal and tax compliance.
environmental compliance.
any outstanding legal action against the business.
contracts with customers and suppliers.
intellectual property protection.
employment records.
It can be advantageous to have an accountant prepare a Vendor Due Diligence Report. It can simplify and shorten the process as well as reduce business interruption.
Contract Negotiation
We lead the negotiations on behalf of our client and assist, where necessary, in the appointment of a legal advisor who is experienced at drafting and negotiating the relevant commercial legal agreements.
POST TRANSACTION INTEGRATION
In transactions that result in a merger or where there is an earn-out arrangement, we can strengthen the integration process and overall performance of the resulting enterprise through development of a shared vision, strategy and implementation plan. Building the leadership team is often a core part of the offering.
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