Buying a business can feel like an overwhelming process. That’s why experience matters.
Whether you want buyer representation, or want to review one of the companies we currently represent, Proforma Partners will provide you with an accurate market, asset, and operational business assessment.
We’ve created a step-by-step Proactive Valuation program to determine the value of a business. We also participate in making data-driven offers, negotiating terms, and closing and transferring the business.
Not all business intermediaries are created equal. We’ve helped hundreds of business buyers find the right fit and transfer assets smoothly.
Discretion: Sometimes, knowledge of acquisition targets can inflate prices and destroy value. ProForma Partners is known for using diverse techniques to minimize disclosure, enabling discussions and negotiations to proceed confidentially.
Valuation: Improper business valuation can cost you time and money. Our ProActive Valuation will help you understand your current business’ value, along with the future profit potential. From there you can consider your plans for acquisition.
Searches: Our searches are targeted (within an industry), complimentary (merging opposites) and diffused (expanding with different assets) and involve strategies including advanced CRM email campaigns, phone calls, web postings, and exchanges with M&A services.
Step 1: A confidential, in-person discussion is held to gain an understanding of your interest in an existing business listing or specific acquisition search objectives. There is no cost or obligation to you for this initial review.
Step 2: The objectives from Step 1 are summarized in an Investor Profile, and an experience and financial pre-qualification is completed, along with Non-Disclosure and Seller Agency Agreements.
Step 3: If an acquisition search is required local, regional, national and possibly international listings are reviewed. Suitable listings are summarized on one page for your review.
Step 4: When a potential business fit is found, we’ll arrange initial discussions with the seller and provide addition information related to the business performance and operations.
Step 5: We’ll arrange tours and reviews of the the business, along with financing discussions if needed, and manage and track the disclosure, offer and negotiation documents.
Step 6: When negotiations are finalized we’ll work with all the parties involved, including the escrow, seller and buyer attorneys to create a Purchase and Sale Agreement and manage the deal to successful closing.