Valuation | Confidentiality | Marketing | Negotiations
Having a
sell-side mergers and acquisition strategy
is essential to business owners and entrepreneurs who owns a lower middle-market business in California. We're here to take care of the details with a
California licensed M&A Advisor. A California licensed M&A Advisor is trained in the finance, legal and documentation necessary to protect the parties, guard against delays and problems, and avoid the “unwanted” deal. We'll ensure that your exit plan is done with your interest at the highest level. If you're in the process to retire from your business, we'll help you prepare for it. Why go through the hassle of selling your business and jeopardize your confidentiality? We keep it confidential; this is what we do.
It’s not uncommon for private business owners to think about selling. It’s something every company head, at different times, is forced to consider. The years of hard work are paying off, so maybe it’s time to start a new project that is more enjoyable than the grind of owning and running a business or enjoy some time off.
Selling your private company in the lower middle-market business segment for a fair price is different than putting a home or vehicle on the market. Planning and properly executing a successful sell-side M&A process often requires the help of a certified M&A Advisor. There are fees to calculate, and you also need to know how much your business is worth.
In this walk-through, you’ll learn the three
sell-side M&A phases necessary to achieve a successful
transaction.
A Merger or Acquisition happens when your company gets acquired by a similar company that has products or services in your industry. Sometimes they even have some overlap with your company but want your technology, customer base, unique services, a product you may have developed, or a combination of some or all of them.
A Mergers and Acquisition advisory firm is here to help grow your business and then exit. They work on preparing your business for sale, increase business valuation, attract strategic buyers, vet and negotiate the terms, mergers and acquisitions due diligence, and then closing in escrow.
This is a win-win. You get a clean exit from your company, your investors get a return on their investment, and the purchasing entity gets to expand their operations or add new products or services. This is one of the most common types of buy sell-side M&A.
The goal of a successful sell-side M&A transaction is for a strategic buyer to acquire your business through M&A due diligence that benefit both sides.
This is a simple one, and common. You sell your business to another individual who wants to run it. Most often, this person is more interested in day to day operations than the startup process.
Most of the time, you should vet the buyer for the proper skills and business acumen to run the business successfully. There are several ways you can structure a purchase deal, including seller finance, earn-outs based on business performance, or escrow payments based on you performing certain services before you get the final payment for the business.
There are several steps for preparing your business for sale and hiring an M&A Advisor and other deal team professionals can ensure all the steps are completed correctly.
When it comes to marketing the business for sale, we have put together these steps to share with you. See the marketing a deal process
As you’re building a sell-side M&A strategy, there are five questions to answer.
Here is a walk through a mergers and acquisitions deal.
At RBS Advisors, we help business owners to exit or sell their lower middle-market company in California with a solid exit plan ready for M&A. Our deal team includes Legal Experts, CPAs, Tax Experts, Financial Planners, and M&A Advisors. We are here to make the sell-side M&A process a successful one for you and your company.
An experienced M&A Advisor understands the market, has access to statistics on recent sales, and can apply various methodologies to guide you on the Most Probable Selling Price. We take out the complexity by doing a proper business valuation and help a business owner get the best price for their business.
A M&A Advisor can help maintain confidentiality, identifying the business only to prospective buyers who qualify. Most business owners do not want their staff, customers, landlord or suppliers to know they are considering exiting the business. The M&A Advisor can secure confidentiality undertakings, screen prospects, and manage the phases of the release of sensitive information.
The M&A Advisor is a trusted resource to the business seller at any stage of the sale process. A California licensed M&A Advisor is steeped in knowledge about negotiating price, terms, and other key aspects of the sale. From follow-ups in the early deal origination stages, to controlling the smooth running of the Definitive Purchase Agreement. The M&A Advisor has a role the business owners and entrepreneurs themselves cannot do effectively as their focus should be running their business.
We’d love to hear from you. Send us a message with your questions and concerns on how to start your exit plan.
5150 Fair Oaks Blvd, #101-198
Carmichael, CA 95608
Most lower mid-market companies for sale enlist the help of professional M&A Advisors. These experts can help business owners navigate the M&A exit strategy, including the steps to correctly value the business. With their help, you can ensure a smooth transition, regardless of the route you take.
In most cases, the purpose of determining your business’s value is to make sure that you, as the owner, get a fair and profitable price when you sell. An individual’s business is often their largest, most significant asset, which makes it crucial to know its value at any given time.
Aside from selling, there are also other factors that come into play that can require knowing a proper valuation of your business.
Enlisting the expertise of Lower Middle Market Advisors is a highly strategic and intelligent move, considering how many decisions there are to be made. While we’ve discovered some of the private company valuation methods and types of business valuation and M&A strategy, there are still more approaches to evaluate.
A valuation approach is a way in which an M&A Advisor will navigate the valuation of a business. While there are many avenues within these approaches, this choice is often one of the first things a M&A Advisor will think about.
In some instances, your M&A Advisor will approach your valuation in more than one way, which is typically a productive way to get a clear and accurate answer. Below are the three most common approaches.
There are several methods, types, and approaches to your business valuation. Let’s review one more time the different valuation methods:
Every business is unique within its industry, as well as unique from any other similar company. Therefore, each will require its own approach and series of methods and techniques.
Determining which method is best for your business is a daunting task; choose the wrong one, and you might end up with a bad valuation.
However, collaborating with an M&A Advisor can steer you in the right direction. These experts know which approaches to try and which method will give you the best possible value for your company.
A business appraisal does not always equal your business’s valuation. Different buyers have different reasons for making the acquisition and so it helps to remember this as the business is valued and made available to the market.
An M&A Advisor can help you sell your business at a higher price than the appraised value. They often implement different forms of strategic planning and apply their vast knowledge of Mergers and Acquisitions to help business owners achieve their best return return on a sale.
The QoE report provides buyers, investors, lenders, and brokers with a reliable and essential source of information that goes beyond self-reported financials. Integral to the QoE analysis report is the participation of a qualified analyst who conducts a thorough examination of:
Check out our latest QoE analysis report service to gain valuable insights into the performance and potential of lower middle market businesses in California. At Rogerson Business Services, we understand the importance of a comprehensive analysis to ensure you have the right plan in place for a successful M&A transaction.
Looking to exit your business in California smoothly? A quality of earnings analysis report from Rogerson Business Services can make all the difference. With a clear picture of your financial performance, potential buyers can make informed decisions, increasing your chances of a successful sale. Let's get you on the right path.
When selling your business in California with Rogerson Business Services, attracting a qualified buyer is crucial. Our expertise in creating a compelling business profile and navigating due diligence ensures a smooth process leading to a quick and confident escrow closing. Trust us to handle the details and deliver results.
A Machinery and equipment appraisal is a critical component of business operation. It helps business owners ensure they receive a fair price when purchasing and selling assets and companies. It ensures fairness during litigation, helps insurance companies to know your assets are covered, and supports IRS tax matters.
Although anyone can try to perform a personal equipment valuation, it’s in a person’s best interest to hire a Certified Machinery and Equipment Appraiser professional.
Asset valuation involves determining the Fair Market Value of an asset. Asset valuation typically utilizes both subjective and objective measurements. Almost any business, whether large or small, requires an asset valuation at least once during the company’s lifespan.
Certified Machinery and Equipment Appraisers (CMEAs) perform asset valuations for machinery and equipment. The types of equipment CMEAs evaluate ranges across many different types of industries and companies.
It’s critical that you hire a person with the proper CMEA certification to appraise your assets. Such individuals undergo a rigorous written examination, have been evaluated by a Peer Review Committee, attend a yearly refresher course, and uphold ethics according to the Uniform Standards of Professional Appraisal Practice (USPAP).
We'll provide you with experienced professional M&A Advisors to handle all your buy and sell-side M&A.
We Help You Maximize The Value Of Your Business Before Selling it
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5150 Fair Oaks Blvd, #101-198
Carmichael, CA, 95608
CA DRE# 01861204
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