2. Company Profile
Help business people to buy, grow and sell companies
Serving Southern California owners and investors
Headquarters in Seal Beach
Experience in U.S., Europe and Asia
Expertise in mfg., distribution, retail and services
Licensed for business and real estate transactions
Partners in legal, financial & other areas
Professional member of CABB, IBBA, CAR, and NAR
5. Owners/ Sellers
What is the history of you & your business?
What are your key products & services?
What is your annual gross & net?
Who are your suppliers & customers?
Who are your employees & competitors?
Who are your partners & advisors?
What are your risks & opportunities?
How could the business grow faster?
6. Your Sale Opportunity
Why are you considering selling?
How do your partners, family members or advisors feel?
Have you tried to sell your business before?
Do you already have a price in mind?
If so, what is the price & how did you arrive at it?*
What are your annual sales & income?
How are the lease, operations, employees and market?
Can you suggest potential buyers or how to reach them?
How would you train the new owner?
* Some accountants use the “don’t want to lose the account” valuation method
7. Your Role in the Sale
Stay committed to the sale
Keep it absolutely confidential
Disclose all aspects of the business
Keep managing and growing the business
8. Price Factors
HIGHER PRICE LOWER PRICE
•High sales & profit •Losing money
•Financial growth •Financial erosion
•Reported income •Unreported cash
•Books & records •Few documents
•Long lease/ low rent
•Well-established
Your •Short lease/ high rent
•New business
•Loyal customers
•Strong employees
Job •Unhappy customers
•Employee turnover
•Good systems •No systems
•Seller financing •All-cash required
•Adequate marketing time •Short listing period
•Strict confidentiality Our •Word gets around
•Strong business advice •Weak agent or FSBO
•Effective marketing Job •Token advertising
•More qualified buyers •Few typical buyers
•Effective negotiation •Poor negotiation
•Experienced escrow •Inexperienced escrow
10. Preparation
Business Profile
Price Analysis
Photographs
Marketing & Ad Plan
Financing Plan
Business Preparation
Information Industry Research
DVD
Growth Plan
(large businesses)
Tour
Video
Tour
11. Execution
Marketing Marketing
Escrow
Plan Execution Results!
Contact our Ads on Ads in Letters
Buyer Leads Internet Print to Owners
12. Marketing Businesses
with Real Estate
Business Business
Marketing Escrow
Results!
Real Estate Real Estate
Contact our
Marketing Escrow
Buyer Leads
Buyers
13. Buyers will Want to See
Historical financial statements
Tax returns
Employee lists
Accounts receivable aging
Facility and equipment leases
Environmental reports
Pension, profit-sharing, and all other benefits
Union contracts or organization activity
Pending or threatened litigation
Customer lists
Other important agreements
14. We prepare better
Your Typical Typical
Business Business Real Estate
Sale Preparation
Advisor Broker Agent
Business Profile
Price Analysis
Photographs and Video Tour
Marketing & Advertising Plan
Financing Plan
Growth Plan (for larger businesses)
Industry Research
15. We execute better
Sale Execution Business Typical Typical
Advisor BizBroker R.E. Agent
Maintain strict confidentiality
Return your calls promptly
Provide written progress reports
Explain the process to you and the buyers
Contact buyers in our database
Advertise on business brokerage websites
Advertise in print media
Direct mail to potential buyers
Qualify buyers face-to-face
Help buyers prepare offers
Facilitate due diligence and escrow