Lower middle market businesses (EBITDA of $1 million or more) require a different approach than the traditional business broker service model for small businesses. We understand the unique market characteristics and buyer expectations of private equity groups, strategic industry buyers, etc. required to successfully sell a lower middle market business at the best price possible.
• Prepare a detailed business valuation including financial forecast to help communicate value to prospective buyers.
• Preparation of a detailed and comprehensive business evaluation and Confidential Information Memorandum to help prospective buyers quickly evaluate and understand the business.
• Development of a target buyer prospect list consisting of industry buyers and private equity groups that are specifically in the market for the type of business.
• A customized marketing plan designed to target industry buyers and result in obtaining the best price possible.
• Work closely with business advisors (accountant, attorney, financial advisor, etc.) for a successful exit resulting in best price possible and structured to minimize capital gain taxes and maximize your net proceeds from the sale.
We have prepared hundreds of valuations; for over 15 years we’ve brokered the sale of approximately 200 businesses, so our business brokerage and M&A experience provides us with critical experience and insights into the real world factors that go into determining the value of a business. Additionally, we have to be able to stand behind our valuations when it comes time to sell a business. In other words, we have the expertise and credentials to provide an accurate and reliable certified business appraisal that very few other business appraisers, business brokers, M&A professionals or accountants have.