Each step of our process is designed to add value to your transaction and produce the highest yield to you. We complete each of these steps on your behalf, allowing you to continue running your business while we focus on your M&A needs.

 Business Valuation 

Before any listing agreements are signed, we complete a thorough valuation of your business. Our financial analyst utilizes your financial information to establish the trends, opportunities and strategic competitive advantages that add value to your business.  We then combine this information with our expert market knowledge to identify the most accurate market value for your business.  Once the price for your transaction has been established and agreed upon, a listing agreement is signed and we are able to begin strategically marketing your business.

 Strategic Marketing 

We create a unique marketing plan for each of our customers, focused on connecting your business with the most likely buyers.  We utilize our network of private equity groups and strategic buyers, along with the NAI Global network, to identify the best potential partners for your business.  We highlight your company’s value drivers and competitive advantages, ensuring we generate as much interest as possible in your opportunity. All our marketing is done with the strictest confidentiality to maintain your business value and maximize your yield.

 Buyer Qualification 

Because our marketing focuses on strategic buyers and partners, we will receive a substantial amount of inquiries into your business.  We qualify each of these buyers through research, financial verification, and personal meetings to ensure that your time will never be spent with unqualified buyers or “tire kickers.”

 Negotiation 

We assist our clients with the complex negotiations that accompany these types of transactions.  We provide our full resources to ensure that your best interests are maintained and that you have a strong negotiating position. While we provide advice during negotiation, all terms and final decisions are up to you in the negotiation process.

 Due Diligence 

When a buyer or partner is engaged and moving forward with the transaction, we complete all due diligence activities for you.  We will compile all necessary business and financial records, reports and details to ensure complete disclosure and prevent any 11th hour roadblocks.

 Transaction Closing 

We understand that both buyers and sellers are financially and emotionally tied to an acquisition or divestiture transaction.  For this reason, we are advocates for your best interests throughout the transaction closing and beyond.  We will help answer any questions and resolve any concerns that either party has to ensure a smooth, mutually beneficial transaction closing.