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Because
we work with other professional business
intermediaries and brokers, we literally
have hundreds of buyers' nationwide and have
the ability to find the right buyer for your
business'.
In
order for us to match up a buyer with a
seller, we need to define what the business
offering is.
Catalina
Financial Group works
with its clients to
provide a Confidential Offering Memorandum
(COM) detailing the business offering before
the business is ever presented to a
qualified buyer. Call us at
414.467.4808 to schedule an appointment!
The
Process |
Seller
Form
The
Process
Phase
I
-
Understand
the owner's business and personal
objectives.
-
Business
Information is recorded and organized to
be annualized.
-
Balance
sheet and Income statements are recast
to reflect economic performance.
-
An
Independent Third Party Business
Valuation is prepared to determine
market value. The independent
Market Valuation Analysis will justify
the purchase price to a buyer and
lender.
-
A
confidential Memorandum is prepared to
enhance the presentation of vital
business information when presented to
buyers.
-
A
Generic Profile is posted on a number of
web sites where information may be
accessed by hundreds of BBN affiliate
offices and other brokers,
intermediaries and buyers.
-
Posting
a business on the BBN Web Site will
initiate an automatic matching system of
Buyers and sellers coast to coast.
-
A
step by step process is followed to
ensure confidentiality.
Phase
II
Buyer
Screening
-
Contact
potential buyers via direct mail, target
marketing, telemarketing, e-mail,
journal ads, national business broker
networks, web site postings, etc
-
Screen
potential buyers for financial
capability and alignment with your goals
-
Secure
signed Confidentiality Agreements from
interested Buyers
-
Provide
an Executive Summary on your firm with
response instructions to pre-qualified
buyers.
Buyer
Visits
-
Provide
the Confidential Offering Memorandum,
approved by you, to buyers whose
interests continue
-
Work
with you to answer buyer questions
-
Defend
your requirements for buyers to acquire
your firm
-
Schedule
site visits and buyer introductions with
you.
Offers
to Purchase
-
Assist
buyers in the preparation of Letters of
Intent (LOI)
-
Negotiate
price and terms suitable to both parties
-
Help
you conduct a comparative analysis of
LOI's and select the one offering the
best final outcome for you.
Phase
III
-
Final
Discovery and Negotiations
-
Help
you and your selected buyer facilitate
due diligence
-
Look
for funding alternatives that deliver
the best final outcome to you
-
Assist
in the formulation, negotiation, and
signing of the Definitive Purchase
Agreement
Closing
-
Work
to resolve any outstanding issues as
closing approaches
-
Arrange
closing with the escrow company
-
Coordinate
the final closing
-
Conduct
post-closing review with seller and
buyer
-
Complete
post-closing details between seller and
buyer.
Seller
Form
Call
us at 414.467.4808 to schedule an
appointment!
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