Seller Representation
We Manage the Sale Process, So You Can Manage Your Business.
Step 1 – Valuation & Positioning
Positioning Your Business For Maximum Value
We strive to become well-versed in all aspects of your business. What we learn is key to developing your Confidential Information Memorandum (CIM) which is utilized to introduce your company to all prospective buyers and generate offers above market norms.
Gather
Company Data
Build Deal Team
Pre-Acquistion
Reporting & Analysis
Consolidate Information
Build CIM and Data Room
Every client engagement shapes our reputation. When hiring us, you can expect a tenacious approach to achieving your desired outcome. This occurs by relentlessly working to fulfill a client’s best interests, entirely advocating on their behalf, and meticulously managing the sale process.
~ Mike Moran | Partner, Executive Advisor
Step 2 – Marketing to Buyers
Maintaining Your Advantage
We market your company to a group of diverse and qualified Financial & Strategic organizations; maintaining your leverage and confidentiality throughout the entire process. Our main goal is always to generate multiple offers and capture the outlier bid; those organizations willing to value your company above the upper limits of the market.
Develop Comprehensive Buyer List
Qualify Buyers
Generate Multiple Offers
Negotiate Best Commercial and Legal Terms
Execute Letter of Intent (LOI)
We put the client first and foremost, providing experienced transactional guidance through the entire sale process. The result is a successful outcome…which exceeds expectations.
~ Andre Ulloa | Partner, Executive Advisor
Step 3 – Selling Your Business
Protecting Your Best Interests
After you sign a Letter of Intent (LOI), we maintain communication, engagement, and accountability; staying vigilant throughout due diligence until your business is sold. Our involvement and leadership during this period is proven to increase the probability of a successful transaction.
Manage Timelines /
Avoid Roadblocks
Prepare for Quality of Earnings (“QOE”)
Work with Legal, Clinical, and Accounting Teams while managing Data Room
Purchase & Sale Agreement (“PSA”)
Close the Deal
Our team is here to serve as your trusted advisor – helping you understand and navigate the selling process successfully.
~ Mark Thomas | Partner, Director of Operations
3 Essential Ways to Prepare Your Healthcare Company for Sale
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