Our Process
Our process is detailed and thorough. We dissect and digest each aspect of your company in order to fully understand it. We then assess its fair market value, develop a strategy to get it sold, and create a marketing package that explains the value of your business to potential buyers. From there, we confidentially market the opportunity and only share details of the sale with qualified prospects that have signed non-disclosure agreements and indicated financial ability.
Throughout this process, we work hard to manage the concerns, emotions and expectations of all parties to ensure that everyone comes together to achieve a successful sale. You’ve made many difficult choices to get to where you are. After years of hard work, choosing seasoned professionals to help you exit gracefully may be the most important decision that you make.
Selling your business effectively and efficiently requires following a disciplined process, which is tailored to your business. Our ICEBREAKER Process are general steps outlined for the future sale of your business.
Ready to Sell Your Business?
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Introductions
Introduction of all Parties (M&A Advisor to Seller) -
Collection
Collection of Documentation - Interviews
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Evaluation
Valuation of Business – Identification of Deal Making Support Team
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Business Marketing Prep
Preparation for Marketing Launch – Teaser & CIM Development – Data Room Prep – Target Buyer List
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Review Buyer Pre-Screening
Confidentiality Screening (NDA) – Financial Strength Screening (Proof of funds) – Access to Data Room
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Enterprise Buyer/Seller Matching
Buyer/Seller Matching – Buyer/Seller Meeting
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Assess Purchase Offers
Review/Negotiate Letter of Intent (LOI) Terms, Transaction Terms, Escrow Terms
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Kickoff Due Diligence
Compete Due Diligence Checklist & Requirements – Initiate draft of Purchase Agreement (PA)
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Execute Purchase Agreement
Finalize Purchase Agreement – Assign Closing Date – Execute Purchase Agreement
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Review Closing Terms
Finalize Closing Documents – Identify Closing Agent – Disburse Funds
