Services

Approach to Selling a Business

Selling a business can be a daunting task even for the most experienced owner and investor. Yet, this task is critical to achieving personal and return on investment goals. Our thorough approach to evaluating and marketing mid-cap businesses has enabled our clients within the logistics industry to sell their businesses for the highest value. We assist our clients throughout the entire selling process. First, we prepare a business valuation to establish the company's range of value to determine whether or not selling your business at this time will achieve your objectives. We help our clients prepare for the future through a variety of services such as:

  • Recasting your company's financial statements and developing projections that demonstrate the company's true market potential.
  • A professional opinion of your company's market value which establishes a baseline for evaluating offers.
  • An assessment of where your business stands in the current market and how to find the best buyer.
  • Helping you to objectively determine if this is the right time for you to market your company. Sometimes companies can move before they are ready and never realize the best value for their money invested and efforts expended.
  • When indicated, we prepare a complete confidential information memorandum (CIM) that presents your business in an intelligent fashion.
  • Prepare an executive summary highlighting your company's accomplishments and anonymously circulate same to potential strategic and financial acquisition candidates.
  • Once an NDA is received from potential bidders, the CIM is circulated, when indicated, to acquisition candidates that are seriously interested in your business.

Prior to distributing the aforementioned documents, we will have prepared you for the due diligence multiple questions that will be coming. We will work diligently to find potential lenders for your buyer(s).

Approach to Buying a Business

We help you identify businesses that fit your requirements. Then the focus can be only on businesses that add real value to your company. We arm you with key questions to ask yourself so you don't waste time and money on sellers that are not a good fit. Our mutual goal is to cut right to the quick without offending either the seller or the sellers' advisors. We recognize that you have a company to run with little time for distractions. Our goal is to save hundreds of hours and perhaps thousands of dollars in professional fees analyzing businesses that either: a) do not fit your company's culture or b) the acquisition will not enhance the intrinsic value of your current business. The Logistics Group will help your company in the following acquisition areas:

  • Developing A Corporate Acquisition Strategy
  • Executing the Acquisition Strategy
  • Acquisition Valuation Issues - How Much To Pay?
  • Legal Issues Involved in Buying a Company
  • Managing the Due Diligence Process
  • The Options Available for Funding
  • How to Partner With Private Equity Groups
  • Making the Acquisition Successful - A Summary of Pre and Post Closing Issues