- Analyze the value of the
company
- Define owners objective
- Develop custom buyers
universe
- Review strategic
alternatives and transition options
- Analyze transactional tax
analysis
- Recast historical
financials
- Review financial
projections
- Communicate with other
advisors
- Conduct extensive market
research
- Prepare confidential
offering memorandum
- Prepare one page teaser
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- Conduct buyer calls
- Establish timeline for
controlled auction
- Solicit bids from numerous
qualified buyers
- Evaluate various offers
and letters of intent
- Facilitate management
presentations and final offers
- Advise owners on final
buyer selection
- Negotiate terms and
conditions with interested buyers
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- Facilitate due diligence
process
- Negotiate final purchase
agreements
- Ensure financing is secure
and on schedule
- Completion of detailed
closing checklist
- Management and employee
notification
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