M&A Services — Strategic Selling Process™

  • Strategic Selling Process™
  • Step 1: Comprehensive Client Analysis  

    With the assistance of your financial advisor, you or your management team designates, will complete an extensive questionnaire about your company including its history and organization, its markets, its products and customers, its competition, its finances, its assets and its organization and personnel. This step is subject to your review and approval.

  • Step 2: Market Research  

    We will perform comprehensive market research to establish industry specific historical and financial performance ratios along with overall industry trends and current market conditions. The market research further assists us in ascertaining any potential growth opportunities for your company as well as serving as a basis for analyzing the financial status of your company. This step is subject to your review and approval.

  • Step 3: Financial Statement Adjustments  

    We will recast and adjust your last five years of financial statements to reflect the true earning capability of your company. Traditionally prepared financial statements generally do not reflect a company's actual asset value, its true earning capacity, or its true financial performance. Typical financial statements also do not take into account discretionary shareholder expenses. Your financial advisor will work at length with you to restate and recast the financial statements of your company to accurately reflect its actual earning capability so as to maximize the value obtained for the business. This step is subject to your review and approval.

  • Step 4: Prepare Seller Memorandum of Offering  

    Your financial advisor will develop a Seller Memorandum of Offering. This document is a comprehensive marketing book about your company that generally includes an executive summary; information about your company's history and organization, products and services, markets and competition, facilities and equipment and financial performance. This document is subject to your review and approval.

  • Step 5: Buyer List Development  

    Your financial advisor will develop a target buyer list form our extensive worldwide database of strategic, financial and individual buyers. Your financial advisor will also work with you to establish a hierarchy of potential buyers from the developed list so that the most desirable candidates are contacted first. The development of the buyer list is subject to your review and approval.

  • Step 6: Confidential Marketing

    Your financial advisor will confidentially contact certain strategic, financial, and other individual buyers who have previously indicated to CEG an interest in acquiring a business with your company's characteristics. They will contact key executives from the target buyer list indicating that a company with your company's general characteristics is available for merger or acquisition. The name of your company will not be disclosed until a potential suitor has expressed interest in your company, is initially qualified by your financial advisor, and has executed a non disclosure/confidentiality agreement.Thereafter a copy of the Seller Memorandum of Offering will be forwarded to the prospective buyer for their review and consideration.

  • Step 7: Buyer Meetings

    Your financial advisor will work closely with you to develop a thorough and precise presentation of your company for buyer visits to your business so that buyers can learn more about your company than is described in the Seller Memorandum of Offering. Your financial advisor will attend and manage all buyer meetings, between you, and or your management team designates, and will supervise the process of ensuring that confidentiality is maintained for any meeting at your headquarters or any other company facility.

  • Step 8: Letters of Intent

    Your financial advisor will initiate and negotiate letters of intent from prospective buyers for the purchase of your company. A letter of intent is generally a non-binding exclusive agreement identifying the economic terms and conditions that a buyer is willing to pay for a company.

  • Step 9: Due Diligence

    Your financial advisor will schedule and manage all due diligence meetings and requests for documentation. Due diligence is the process of the buyer and their legal and accounting counsel reviewing the financial, legal, and other operating aspects of your company prior to completion of the Definitive Agreements (purchase agreements).

  • Step 10: Definitive Agreements

    The buyer's legal counsel generally prepares the Definitive Agreements, which are based upon the economic terms and conditions of the letter of Intent. They are most often contingent upon completion of the buyer's due diligence review. Definitive Agreements are binding agreements subject to review and approval by the buyer and by the seller and their respective legal and accounting counsel.

  • Step 11: Final Adjustments and Closing

    Your financial advisor will represent you during any closing adjustments to the Definitive Agreements. Thereafter, the Definitive Agreements will be signed, the assets and or stock of the company along with the purchase funds will be transfered to the respective parties and the transaction will be completed.

  • Client Review & Approval  

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Mergers & Acquisitions

“I am writing you a letter to personally thank for the outstanding service that you provided me regarding the marketing and selling of my company.
After interviewing several merger and acquisition specialists and business intermediaries, it became clear that you and your company stood out from your competitors.
After engaging your services, you appraised my business, prepared a thorough representation package including all the key elements of my business, and provided pre-qualified, potential buyers with an elaborate marketing package regarding my company.
More importantly, you marketed the sale of my business confidentially, brought me several offers from qualified buyers and companies and ultimately brought me a full price offer from an individual buyer who was a perfect match for Darcom Computers. Also, not one of my employees, suppliers, or customers was aware of the pending sale until it was completed.
Thank you again for your professional assistance in selling my company to an exceptionally qualified buyer. I would certainly refer anyone interested in buying or selling a business to you.”

Michael M. Stoye , President, Darcom Computers