Seller Representation

After gathering this information and providing a detailed analysis, we assist in assembling a deal team to aid in the coming sale process, most commonly consisting of legal, financial, and optionally, clinical support.

While we conduct much of the pre-market analysis internally, we highly recommend the inclusion of third parties to provide further support as needed. These types of additional reviews can often take the form of a pre-diligence Quality of Earnings (QoE) or a Clinical Chart review.

Once we have collected sufficient data and background on the business, we consolidate all the provided data, internal analysis, and conversations with the ownership to begin building a highly robust and informative Confidential Information Memorandum (CIM).

Upon the finalization and approval of the Confidential Information Memorandum, the CIM and any relevant addendum materials are housed in a secure data room which will be shared with interested buyers after a thorough vetting process.

All interested buyers must execute a non-disclosure agreement prior to being approved. Once signed, buyers will undergo a thorough vetting process in which a member of our team will speak with them on their investment thesis and capacity for capital, ensuring both a financial and strategic fit.

Once we are confident that we have contacted the relevant parties who would have interest in a particular acquisition, we provide a process letter and guidance to all interested buyers, setting a detailed list of expectations and timeline for offers.

With the reception of offers, we then negotiate the best commercial deal terms possible and work with your attorney to define the most favorable legal provisions, constantly advocating for your best interests.

When the letter of intent is finalized with the preferred buyer party, the due diligence process officially begins. Key to this phase is to have committed transactional support that will remain highly engaged, responsive, and reliable until your company is successfully sold.

In preparation for a buyer’s rigorous vetting of your company, like a Quality of Earnings or reviewing a sample set of charts, we collaborate with your deal team to comprehensively populate the data room and vigilantly monitor the buyer’s progress.

Key to a due diligence process is utilizing the full scope of deal team support to keep sustained progress, including your accounting team and clinical specialists. Once the buyer’s financial and operational diligence is satisfied, we involve each side’s legal teams to enter the last milestone.

The buyer’s legal team will draft a purchase agreement, the legally binding contract defining the transactional terms between buyer and seller. During the agreement revision period, we assist the seller and their attorney to cut down a seller’s legal expenses and increase efficiency.

A successful outcome takes a team of committed individuals who will work relentlessly together to achieve the goals. Our involvement is built on integrity, trust, is focused on your best interests, and will increase the probability of your business being sold.