For: Business Owners

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PROBLEM WE HELP TO SOLVE: FOR BUSINESS OWNERS (SELL-SIDE CLIENTS)

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OUR GOAL

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Our primary aim is to help Business Owners (referred to as Sell-side clients) maximize the potential value of their many years of hard work while enabling them - throughout the Acquisition Process - to remain focused on running their company and taking care of their employees.

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It is generally quite an undertaking for a Business Owner to, on their own, source numerous offers/bids from Private Equity firms, Family Offices/UHNWIs & Strategic Acquirers in a Do-It-Yourself/For Sale By Owner-type of a fashion; however, this going it alone is usually the only alternative that a Business Owner has unless they opt to retain a full-service M&A brokerage firm or boutique investment bank to conduct the process and, in turn, typically end up paying significant upfront retainers to do so in each case.

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As an intermediary, we assist each of our Business Owner clients, who prefer and have decided to pursue a DIY-type of acquisition strategy - we help them make such an effort practical as well as financially rewarding through our efficient system and cohesive Acquisition Process.

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Thanks to the caliber of our experienced team, we believe our involvement increases the likelihood of successful results and this is notion is substantiated with references from those Business Owner clients that we have previously helped. 

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We coordinate the Acquisition Process, on behalf of each of our Business Owner clients, and put their respective company in a solid position to be acquired by the type of acquirer they envisioned from the first time our team first met with them.

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Our involvement can be as much or as little as each Business Owner client wishes and they are welcomed to determine such in real-time/change their mind about the extent of such at any time - our team is accommodative and defers to the Business Owner client in all cases.

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We do not opine on how to best structure acquisitions in any way or negotiate with prospective acquirers on our Business Owner client's behalf at any point, ever.

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We simply procure suitable Private Equity and other prospective acquirers, vet them to align with each Business Owner's criteria/wishlist and then connect each qualified Private Equity firm with our Business Owner clients by means of our systematic, step-by-step approach (described further below in Acquisition Process).

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Notably, all of our services are performed without requiring our Business Owner clients to incur any upfront retainers or fees of any kind unless we are successful in finding them a suitable acquirer, based on their sole discretion, for their company.

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ACQUISITION PROCESS

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Our Acquisition Process involves research databases then marketing outreach to prospective acquirers to generate interest/momentum for our Business Owners clients.

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The outreach is done utilizing a generic Company profile - that our team creates in a manner that maintains the integrity and privacy of our Business Owner clients - that is then distributed to the database of viable prospective acquirers (Private Equity firms, Family Offices, etc) that our team have procured.

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We, then, expend quite a bit of time fielding incoming inquiries from prospective acquirers (Private Equity firms, Family Offices/UHNWIs & Strategics), secure NDAs from those that were interested and were properly vetted to align with each Business Owner's ideal-acquirer criteria.

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After an NDA has been signed by the qualified prospective acquirers, we provide company information for them to review -  this information may include an Executive Summary, P&Ls, Balance Sheets, Tax Returns, etc. - importantly, we let each of our Business Owner clients decide what they are comfortable sharing and when (in addition to whom), some of our Business Owner clients even require an introductory call with or an on-site visit by a prospective acquirers prior to providing any material information beyond simply a high-level snapshot of the Company, its website/collateral materials and its past 3-years of Revenue/EBITDA).

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We also coordinate responses from each Business Owner client to all of the prospective acquirers that may have follow-up questions after completing an initial review of the materials that were provided to them by our Business Owner client - subsequently, we may also coordinate conference calls and arrange for on-site visits if the Private Equity firm is interested in continuing to pursue the opportunity.

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We also, based on each Business Owner's sole discretion, can establish deadlines for IOI and LOI submissions.

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Finally, once there are one or more prospective acquirers interested in moving forward with proceeding towards Closing an acquisition, we coordinate each Business Owner's responses to any IOIs/LOIs/Deal Points that are presented by Private Equity firms, Family Offices/UHNWIs & Strategic Acquirers as well as coordinate the follow-on corresponding contractual negotiations related Closing documents.

Note: Each of Business Owner clients are responsible for utilizing their own in-house lawyers or hiring their own outside legal counsel for IOI/LOI reviews and Closing document review/drafting needs, as determined in their sole discretion. We do not suggest deal structures or negotiate on our Business Owner client's behalf in any way - how Business Owner clients handle responses to offers/bids regarding the acquisition of their Company is solely up to them and their legal team.

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DIRECT CONTACT WITH PRIVATE EQUITY & OTHER VETTED SUITORS

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Our Business Owner clients can, if they so choose, have as much direct interaction with the Private Equity firms and other qualified acquirers that inquire with us about their Company as they wish - at the very least we will vet each prospective acquirer, based on the criteria provided to us by each Business Owner client, so that they are sure-footed as to the caliber of those that have inquired.

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In the event, a Business Owner client initially elects to take on the entirety of the Acquisition Process themselves, on their own, yet then at some point down the line determines that it is too time-consuming (especially if our outreach is successful, which it always, it is just a matter of volume of inquiries) and no longer wishes to helm the process rather choosing to focus on operating their Company, we are there as a fallback position for them at all times.

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Needless to say, we are staunch proponents of the importance of our Business Owner clients being focused on continuing to grow/scale their Company, quarter after quarter, as such is paramount for them to attain the best possible outcome when it comes to having their Company acquired.

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In most all cases, it turns out our Business Owner clients prefer to not spend 3 to 9 months and potentially longer fielding acquisition-related inquiries and vetting prospective acquirers by themselves - such tend to become things they would rather not do though may have initially thought such could be worth their while - our team is always at the ready to coordinate as much of the Acquisition Process our Business Owner clients designate to us - the common end-goal remains the same, how to most efficiently and with their highest satisfaction get them to point of their Company being acquired and a transaction being Closed.

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As well, our team is ready from Day-1 for our Business Owner clients who prefer for us to manage the entire Acquisition Process from the outset in order to free up their time so they can continue to run their Company to the best of their ability as a healthy company is vital for them to garner a premium valuation from an prospective acquirer and put their best foot forward, so to speak - when our team is requested to handle everything from the start, we typically end up only escalating items the respective Business Owner client when absolutely necessary (per their instructions).

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BENEFITS OF WORKING WITH US

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To that end, our team is happy to handle - at the direction of each respective Business Owner client based on their preferences - the following:

1) Much, if not all, of the interaction and correspondence with the Private Equity firms, Family Offices/UHNWIs & Strategics Acquirers that inquire about their Company (including vetting each prospective acquirer to align with each Business Owner's stated preferred acquirer-criteria).

2) Securing signed all NDAs from each approved prospective acquirer.

3) Providing of Company materials (specifically, only those Company materials that have been designated and approved by each Business Owner client).

4) Getting all of the follow-up questions, from each prospective acquirer, answered by each Business Owner client (when it is convenient for them/on their schedule).

5) Arranging for one or more follow-up call conference calls in addition to any on-site visits.

6) If all goes well and there is then agreement between the two parties, we facilitate the flow of information between our Business Owner client's Closing team (e.g. executive officers, lawyers, in-house accountants, accounting firms, etc) and the prospective acquirer (Private Equity firm, Family Office/UHNWI or Strategic Acquirer) in order to keep everything on track and on schedule as the established Closing Date approaches.

7) Treating each Business Owner client and their executive team to a Closing dinner with our team after a successful transaction has Closed.

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