Certified Mergers and Acquisitions Advisor

01 Sell Side M&A - business valuation

Your potential buyers can come from many areas. Employees, individual and group investors, Private Equity Groups, and even competitors who may have an interest in purchasing your business. If a competitor is interested, you don't want to reveal too much information about your business, especially anything that could hurt your business if the deal falls through.

Once you decide to sell, get your business ready, and get help from a trusted and accredited California M&A Advisor.

An RBS M&A Advisor will vet potential buyers to make sure they are qualified and are serious about purchasing your business.

A California Licensed M&A Advisor knows the ins and outs of selling a California business and can help you get your business in shape to get you the best deal.

02 Buyer Analysis

One of the first things your RBS M&A Advisor will do, is help you to create an exit plan. An RBS M&A Advisor knows exactly how to plan an M&A exit strategy. In fact, you might get an RBS M&A Advisor to help you with an exit plan long before you're ready to sell your California company. 

An RBS M&A Advisor is knowledgeable about how to calculate the value of a business to sell and will aim to get the highest value for your business. Once everything is ready to go, they'll list your business for sale. An RBS M&A Advisor will be an expert at listing a California businesses for sale.

After your business is listed, the RBS M&A Advisor will handle all the marketing of your business to promote deal origination and get you in front of potential buyers. They'll also set a buyer list and work with you to figure out who to go after for the best value. 

03 Deal Origination - marketing

An RBS M&A Advisor will then work to get you as many qualified and motivated buyers of your business as possible.

They will market your business through the proper channels, including social selling and targeting and generating interest. They'll vet and follow up with interested buyers whether off-market or publicly listed.

Once the offers come in, your RBS M&A Advisor will evaluate all offers and conduct market offer analysis to make sure you're getting the best deal.

04 Negotiation & Closing

Buyer Due Diligence

Once a buyer is performing their own due diligence, the RBS M&A Advisor will help you navigate the process to make sure everything is running smoothly. They'll negotiate a Letter Of Intent between you and the buyer to lay out the proposed aspects of the deal. Your RBS M&A Advisor will also help you gather all of the necessary paperwork discussed above. If the buyer asks for additional documentation, your RBS M&A Advisor can help guide you.

As a buyer is going through the due diligence process, they will be on the lookout for red flags about your business. An experienced RBS M&A Advisor is knowledgeable about these warning signs and can help you prevent them. Red flags may include refusing to disclose why you're selling, not allowing time to conduct due diligence, refusal to introduce the buyer to employees, suppliers, landlords, and more. 

Definitive Purchase Agreement

The RBS M&A Advisor will oversee the Definitive Purchase Agreement with the help of the transaction attorneys to make sure both parties are happy with the terms. A Definitive Purchase Agreement protects both you and the buyer as it will clearly state exactly what is and is not being sold. It can also protect the buyer from certain liabilities. A Definitive Purchase Agreement will also help you deal with the legal complexities of selling a California lower middle market business.

Once the Definitive Purchase Agreement is finalized, the RBS M&A Advisor will help with any final items that need to be done as part of the closing process including working with a California Licensed Escrow company.

Closing - Finalize the Transaction and Close the Deal

Finally, your RBS M&A Advisor will help prepare the close of your transaction. Once the closing is complete, they'll assist with overseeing the transition of the business change of ownership.

Marketing The Deal

RBS Sell-Side M&A Marketing & Deal Origination Process

Interested in a confidential chat about what your valuing and selling a business options look like?

Fill in the form or click to set up a discovery call with RBS Advisor.

Ten Reasons to Plan a Sell-Side M&A with

RBS Advisors

If you have ever experienced the emotions and complications of buying or selling a home, multiply that 10 fold, and that is what it can be like with a business. The business that I recently bought with the wonderful help from Andrew Rogerson is a pure delight to own, but the transition from buyer to owner was more onerous than I could have ever imagined. Andrew successfully brought together two parties that each thought they were just too far apart to come together. It did not seem to matter which obstacle was in the way, Andrew navigated us all through it. He seemed to be available 24/7 via emails, phone calls, and personal meetings, much more than I would have ever expected from a broker, or any business partner for that matter. I received help from Andrew with the business dealings, the proposals, licensing, financing, escrow and all the way to the finish line. And, just when we were wrapping up the presents, and getting ready to put the bow on top, December 22nd happened. No, not the Christmas holiday season, the longest government shut-down in history, and thus the financing. With both parties interests in mind, Andrew guided us thru the long wait, keeping in close contact, and seeing everything thru to the very end, and then some.

Whether you are looking to buy, or sell, a business, I do not believe there is anyone more dedicated to meeting your needs than Andrew Rogerson, the Sir Galahad of business brokers. I absolutely guarantee that if Andrew was not the broker on this deal it would not have sold.

Thank you so much for your hard work and dedication.