We help you realize your goals.
When you decide to purchase a business, it is important you have a clear idea of the type of opportunity you want. Our objective is to understand your goals as a buyer so that the introductions we make to sellers are effective and on target. Due to our broad expertise and consultative approach, we match you with excellent business opportunities that satisfy the goals you have set.
We find you more sellers because we take the time.
Finding the right opportunity takes patience. We only work on one or two transactions at one time because we are a boutique firm. For every client, we conduct a personal search based on our extensive experience and professional network within your industry. Once we find a prospective seller of interest, our responsibility is to provide you detailed information of the business opportunity.
There is always a good amount of due diligence that is completed before an offer is made. It is important for you, as the buyer, to gain insight into the business you are considering including history, obstacles, opportunities, reason for its success and what will be needed for continued success and growth.
We can advise you with contracts and financing.
We want to respond to your questions and effectively resolve any concerns, including how to put together a well-conceived deal. finance the purchase. Our aim is to bring qualified buyers to sellers early in the process. This helps the buyer learn more about the business they would like to purchase.
You will enjoy a smooth process with our support.
We will work with you personally throughout the entire transaction process through close of escrow.
We help you to retain existing clients.
We suggest ways to make a smooth ownership transition to maximize the retention of existing clients. We make sure the seller includes training and consultation in the sales terms.
The relationship supersedes the deal.
We want to earn your long – term business. We will continue to serve as a resource for you through transition, growth and optimum success
Here’s an outline of our step – by – step purchase process:
- Interview: We want to understand your goals and experience for the purchase of your business.
- Identify: Screen businesses for sale.
- Review: Review seller’s business information with you.
- Appointments: Set up appointments for you to meet the sellers.
- Offer: Assist you to identify lenders for external financing. Make introductions as needed.
- Negotiations: Negotiate all details of the purchase transaction.
- Due diligence: Confirm you have thoroughly completed your due diligence of the seller and the business opportunity.
- Purchase Agreement: Write purchase agreement including any special terms.
- Close: Work with you throughout escrow to ensure the purchase transaction closes successfully.
- Post close: Keep in touch to ascertain you receive the consultation and training negotiated in your contract period.
