Business Transfers & Strategies

Phase 1:  Preparation & Lead Generation

Phase 1 prepares the buyer and sets the criteria for the business search. It is comprised of the following activities:

• Finalize the client's specific acquisition criteria:
• We spend time with our clients defining the ideal acquisition target, including such items as annual sales, owner's cash flow, industry, location, number of employees, years in business, etc.
• The search process is then tailored to identify targets that meet these specific requirements. We find many more acquisition targets than our clients could find on their own because of our experience in the business and well-established referral network.
• Implement an intensive search of the market to identify businesses that meet the client's acquisition criteria:
  • Our clients see a steady stream of businesses that match their criteria, and have their choice of which businesses to pursue.
  • We coach our clients on effective techniques to quickly screen out marginal businesses so that they don't waste time and money.
• Prepare our clients to meet owners of profitable businesses that meet their acquisition criteria:
• We assist our clients in documenting their "buying" credentials such that they can successfully market themselves to business owners.
• We coach our clients on precisely what to say to owners, and more importantly what NOT to say, so that owners see each client as a qualified buyer and don't screen them out.

Go To Phase 2:  Business Selection