Business Transfers & Strategies

Process Overview

We specialize in uncovering businesses that are not available for sale on the public market which fit our client's acquisition criteria.  We skillfully and discreetly assist buyers in all phases of the transaction.  Our involvement includes:

• Developing acquisition criteria
• Formulating a strategy for identifying and approaching acquisition targets
• Initiating contact with and screening the target companies
• Assessing the target company and and determining a range of value
• Devising the appropriate deal structure and managing due diligence
• Negotiating the terms of purchase
• Arranging acquisition financing

These services are delivered using a Three-Phase Process:

1. Preparation & Lead Generation
2. Business Selection & Letter of Intent
3. Business Acquisition