|
ABOUT US
Ethics and Principles
We're
deliberately forthright, we're experienced, we're aggressive,
we're Christians, and successful at what we do.
We are very reasonable and strongly believe
in being very direct, and to-the-point.
We have acquired, owned, started, sold, brokered, and financed
companies.
Therefore, we can very closely relate your interests;
whether they are to buy, sell, or evaluate your company.
Experience
We have years of ined experience in all phases
of transactional management, buying, selling, managing,
"turn-arounds", general business consulting, financing,
and transaction closings. The firm's principals combined experience in
the transaction management of acquisitions and divestitures is well-rounded, all-inclusive, and diverse.
Industries & Marketplaces to Which We Cater
There are many industries that we have chosen not to
provide services to. Our focus is not necessarily
only on specific industries. Rather, the criteria
that we use to assess whether or not we will
represent a company is more heavily weighed towards
characteristics of companies that we feel are have
longer-termed life. Important questions to ask are:
-
Is the company's industry trending up, is it
static, or is it in decline?
-
When the company's financials are recast and
graphed, will the graph be on an incline,
decline, or static?
-
Could the product/service provided by the
company be even remotely construed by anyone as
being less than moral or ethical?
-
Is the company properly priced?
-
With what method(s) of valuation was the
company assessed?
-
Does adequate market demand exist for acquisition
of similar companies by the investment/merger and
acquisition community?
-
Will the company pass the litmus test of
financing approval from the banking community
(merger and acquisition financing)?
-
To what degree does the financing and investment
of the offering price work out numerically for a
prospective buyer?
How and Where
We provide services for our seller clients as well as
for buyer clients who are pursuing an acquisition.
We'll work with both parties to intermediate
a sale but, however, we will not represent both a seller client and a buyer
client in the same transaction (we don't participate in "dual agency").
We strongly feel that the overall environment for M&A transactions has
changed over the years and that "old school" practices of
transaction management still commonly utilized by
many Business Brokerage and Merger and Acquisition
professionals simply
does not adequately maximize the level of service that the client deserves
(whether the client be a buyer or a seller). Because our methodologies are quite aggressive
and innovative, we consequently consider ourselves
to be of the utmost "new school" M&A intermediaries.
For our seller clients, we're well experienced with
the successful methodologies of new and innovative channels of marketing to maximize exposure to
potential buyers.
For buyer clients whom represent, we know (and
we know well) how to methodically provide the best exposure to those potential acquisitions
which might best fit the needs of the buyer client.
We represent divesting and acquiring clients both on a local, smaller-scaled
basis (to a specific local or regional market) as well as on a larger, or more national basis and
we have worked with clients in states throughout the US as well as from abroad.
We Make this Very Strong Promise to You
We promise to do our best for you with that which you give
us work with. We understand the value of your
years of time investment into your company, the value of
your cash investment,
and we promise to be extremely considerate of it.
We will not play games or be anything short of
very honest with you. We very strongly believe in the
well-known Bible verse (Matthew 7:12) which says “Do
unto others as you would have them do unto you”.
You will get nothing short of that from us.
We
Ask a Very Simple Request of You
We ask that you do the same for us that we promise to do for
you. Please honor that.
Services
include:
Seller
Representation
- Pre-Sale
Planning, Packaging, Positioning, and Market Identification
- Buyer
Location, Qualification, and Selection
- Negotiation
and Transaction Structure
- Transaction
Closure
- Post-Closing
Issues
Buyer
Representation
- Pre-Purchase
Planning
- Location of
Companies "that fit"
- Strategic
Target Market Searches
- Co-brokerage
Involvement / Intermediation (of other Brokers' clients)
Seller
Positioning and Strategy
Transaction Negotiation Management
Due
Diligence
Closure
Post-Closing
Issues
Additional services include
- ESOP
Consulting
- Growth
& Expansion consulting
-
Business Valuation
- Financing
Resources
|
