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Mergers and acquisitions (M&A) can be thrilling moments for business owners. Whether you’re selling your company or merging with another, the whole process feels like one big maze without the proper guidance. Therefore, knowing every step in detail, starting from the very first meeting until the final agreement, is extremely important.
An experienced business broker in Dallas, Texas, can help you in these situations so that you can go with the flow of the procedure and make informed decisions.
Initial Consultation and Planning
Every successful transaction begins with an initial conversation. In this case, you meet with an advisor or M&A firm to discuss your goals, timelines, and expectations. This is the right time to ask questions, explain reasons for selling, and gain insight into what is included in the process.
Once it is completed, the planning stage of the process begins, which involves an examination of your business’s financials, operations, and market standing to achieve a clear view of your business and identify anything that could alter the sale. It is also during this time that you decide what type of buyer you want-whether a competitor, an investor, or someone wanting to sell a business and reinvest elsewhere.
Business Valuation and Marketing
A business valuation comes next. This is the technical investigation of your company’s financial performance, assets, liabilities, market position, and additional relevant industry factors. Fair asking price and ability to sell are some advantages of having a professional valuation, giving confidence to buyers in what they are buying.
Once the pricing is defined, the marketing phase starts. It prepares a confidential information memorandum (CIM), which allows prospective buyers to have a closer look at your company. This is then marketed to qualified buyers suitable for your goals. Confidentiality during the process assures your firm reputation and operations are safe.
Negotiation and Due Diligence
The point when potential buyers are interested, they come to the stage of negotiation. The negotiation consists of discussions on the price, deal structure, and other terms. At this point, a letter of intent (LOI) is usually signed to indicate the major components of the deal while due diligence happens.
During the due diligence process, the buyer studies your business. This means that they go through everything regarding finances, employees’ records, and legalities. For example, if the transaction is for a business acquisition, both parties ensure that every risk and detail has been reviewed thoroughly. The role of legal and financial advisors is very vital in this aspect as it ensures protection for one’s interest.
Closing the Deal
The final agreement is signed when the due diligence is clear and both parties are satisfied with the terms of the agreement. The legal documents are relevant to the ownership transfer of a business. At closing, the fund exchange takes place, and the buyer takes possession of the business.
Even after the deal is cleared, there may be a period of transition in which former owners assist in integrating the new owners.
Bottom Line
It requires a lot of time, planning, and expertise in handling M&A processes. But with the right blueprint and the team, it is possible to walk each stage confidently.
If you’re considering selling your business or merging, Adam Noble Group, a reputable business broker in Dallas, Texas, will take you through from consultation to deal closing with its experience.
NOTE: The sale of a business is confidential and discreet; PLEASE DO NOT VISIT THE BUSINESS OR SPEAK WITH ANY EMPLOYEES. We know about many businesses that are for sale but might not be advertised. Check out www.adamnoble.com for more information and consider registering your criteria as a purchaser.
For information, please contact Jeff Adam, PE, MCBC, FRC, CBB at Adam Noble Group, LLC
Phone: (817) 467-2161
Are you looking for a buyer? Search other buyers at SEARCH OUR BUYERS, email or call us to discuss your opportunity. It may fit another active buyer’s search criteria. Thinking of selling: Contact us TODAY to Sell your Business
For 3 decades, we have been guiding business owners and their families CONFIDENTIALLY to exit their construction trade contractor business with the BIGGEST paycheck of their life!
Read: Insider Tips to Increase your Construction Trades Business Valuation
During 3 decades of M&A service, Jeff Adam has successfully completed the sale of over 825 businesses and advised or completed 1,000’s of business valuations and exit plans. An entrepreneur in his own right, he has started and grown 12 companies in fields including international finance, B2B services, business valuation, construction, screen printing, Mergers & Acquisitions, engineering, and manufacturing. Jeff has donated his time as a distinguished speaker at numerous national & international conferences since 1977 covering topics such as environmental services, engineering, media, craft breweries, exit planning, business valuation, charitable giving, management, business brokerage and M&A fields.
Jeff is President of Adam Noble Group, LLC, a national M&A Advisory firm, professionally valuing, exit planning, and confidentially selling profitable businesses owned by exit-motivated business owners to qualified strategic, corporate, private equity, partners, management, and financial buyers. The team establishes rapport, builds trust, and educates business owners in the steps to meet their goals as they prepare and achieve the discreet, confidential exit of their business. The firm exclusively represents sellers of $1M-50M value enterprises and endeavors to transfer their businesses to qualified, capable acquirers who will build upon the seller’s vision, goals, culture, and history. Jeff maintains lifelong repeat and referral relationships with sellers, their acquirers, and service providers.
Adam Noble Group has multiple M&A and business broker specialties: Manufacturing, Aerospace Defense Industry, Oilfield services, Technology, Construction trades, Craft Breweries, Partnership Buyouts, Service, and Wholesale Distributors.
We have successfully exited our own companies … we have walked in your shoes! Let us put the BIGGEST CHECK of your life in your pocket! Please contact us and we will confidentially answer all your questions. We will fully describe the process and answer all of your questions, all discreetly and with no pressure.
Our GUARANTEE: a 15-minute call could REALLY change your future! A few years of advance planning can 2x, 3x, 5x or even 10x your business value!