M&A Advisory

Own Your Future

We guide small and medium sized companies through the complete sales process. We think it's important to spend time with you and do a “deep-dive” analysis on the people, history, operations, and culture of your company in order to truly understand what makes it tick. We craft individually tailored advice based on the specific situation. We understand that selling your business is the culmination of many years of effort so we make sure to carefully assess and identify all your goals through the sales process. From A - Z, we will be there for you, every step of the way.

WHY US?

1. Our principals will be intimately involved in every aspect of the sales process: From the financial analysis and due diligence (the “weeds”) to negotiation and structuring (the “big picture”), we will be your 'right-hand man' so that you can concentrate on running your business. These processes can be time-consuming and laborious; we aim to ease that burden.

2. Experience matters: We have years of proficiency running and executing transactions in a variety of industries. We are valuation experts, having completed thousands of valuations on local, regional, national, and international companies. We understand the valuation drivers that matter in the sales process.

3. We take the time to ascertain what is important to you and work to achieve those goals: Valuation or price is only one piece of the puzzle! Business continuity, employee and management transition, deal structure, and buyer cultural fit are all also extremely important. We will consider all your goals and provide advice appropriately.

4. We are small, nimble, and efficient: We take pride in being a local firm with a smaller footprint but with the same capabilities and levels of expertise as some of our bigger competitors. We are able to adapt and be flexible to the needs of our core family-owned clients, while still providing a superior level of service. We can also often do this at a cost that is more practical for our clients.

sell-side process PHASE 1: Internal Focus on Planning & Preparation.

-1-

Internal, in-depth DUE Diligence.

We take the time to understand your people, your history, your operations and your culture. We also conduct an internal valuation

-2-

determination of selling objective.

We learn more about why you're selling your company and what you hope to achieve

-3-

development of sales strategy.

We formulate how best to help you achieve your goals and get the most out of your business

-4-

Development of Buyer List.

We research for and build a list of potential buyers that meet your process criteria

-5-

creation of

marketing materials.

We position you in the best light and showcase your investment highlights and growth opportunities with potential buyers in mind

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assistance in building the right team.

We help identify the right team for your process as appropriate e.g. if you don't have counsel we aid in bringing in a suitable partner

sell-side process PHASE 2: external focus on MARKETING, Negotiation, & closing.

-1-

discreet Communication with potential buyers.

Approach buyers with teasers and have interested parties sign confidentiality agreements

-2-

distribute marketing materials.

Interested buyers who have signed confidentiality agreements will be given our in-depth marketing materials (Confidential Information Memorandums)

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receive & evaluate.

Receive and evaluate initial indications of interest. Move forward with the set of most suitable potential buyers.

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conduct management meetings.

Arrange management meetings with potential acquirers to start facilitation of buyer due diligence as well as assess fit

-5-

receive binding letters of intent.

We collect legally binding letters of intent from interested parties

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select most fitting potential acquirers.

We select one or more of the most appropariate potential acquirers to move forward into the final stage of the process

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coordinate with counsel.

We coordinate with counsel on the drafting of purchase agreements & other legal documents

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Facilitation of due diligence by buyers.

Buyer is given a period of time to conduct full due diligence. We help coordinate the process

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Negotiation of final terms.

We help you negotiate the final terms of sale, including structure of the deal, payment terms, management, & employee roles post-sale and other details

-10-

help with closing.

We finalize the process and help organize the closing as needed

PRIVATE
VALUATIONS

Own Your Future

M&A ADVISORY

WHY US?

sell-side process PHASE 1: Internal Focus on Planning & Preparation.

sell-side process PHASE 2: external focus on MARKETING, Negotiation, & closing.

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gnaumann@privatevaluations.com

(425) 688-1700