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Because
we share our Clients with over 450 other
business Intermediaries and Brokers, we
literally have hundreds of buyers’
nationwide.
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
262-375-2238 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 262.375.2238 to schedule an
appointment!
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