As a business owner, you work hard to build and maintain your company. We want you to receive the fair market value for that hard work. So, we’ve created a step-by-step system to help you negotiate a satisfying sale.
Our selling services are specifically designed to benefit business owners. You can stay focused on your business – let Proforma Partners deal with the other distractions. Sometimes, curious buyers waste time, violate confidentiality, or approach you without any financing. Instead of dealing with the disruptions, you can carry on with preparing for the sale. We’ll take care of the rest.
The Proforma Partners team knows how to make your sale a smooth and easy process. We’ll listen to your exit goals, and help you determine your business’ fair market value. From there, we’ll summarize steps to maximize your business value. We’ll work to find qualify local and national buyers, and assist with the negotiation process. Throughout the entire process, we track all your documents, ensuring a smooth transfer of assets.
Since 1987, Proforma Partners has helped hundreds of business owners achieve a profitable and rewarding exit. Not only that, but we also help create a seamless transition for employees and customers.
Discretion: Prior knowledge of a company sale can damage employee morale and customer confidence. However, our consultation services use number of techniques that minimize disclosure. That way, you can proceed with a discreet sale.
Staging: If a business does not properly prepare for a sale, qualified buyers might ignore it. So, we help you understand the metrics that buyers look for, and develop a plan to build them in to your business. Our Proactive Valuation services will provide you with the plan and presentation you need to negotiate with confidence.
Marketing:We target specific buyers in your industry, and make sure they’re complimentary (buyers merging opposites) and diffused (buyers expanding assets). As we market your business, we use strategies like advanced CRM email campaigns, response phone calls, website postings, and exchanges with M&A services.
Step 1: We hold a confidential, in-person meeting to gain an understanding of your business and your exit objectives. There is no cost or obligation to you for this initial meeting and review.
Step 2: Once retained, we perform a ProActive Valuation of your company to ensure a comprehensive understanding of company value. We use this valuation to provide an objective basis for generating interest and evaluating offers.
Step 3: We’ll craft a professional presentation that sophisticated buyers require when evaluating a business. This includes a one-page summary and a detailed report that highlights your business in a compelling, marketable manner.
Step 4: We develop a local, regional, national, and possibly international marketing plan, then implement it to locate a qualified buyer that will offer the best terms and price for your business.
Step 5: We’ll arrange calls, meetings, tours, and reviews of your business with prospective buyers, while managing and tracking the presentation, 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.