Selling your business is one of the most significant decisions you’ll ever make, and our experienced team at McFarlane Transition Advisors is here to guide you every step of the way.
Over the decades that we’ve spent helping business owners sell there companies, we’ve developed a proven four-stage process—Planning, Pricing, Marketing, and Closing—to ensure a seamless and successful sale.
Our Comprehensive Transaction Process: From Strategic Planning to Closing
Phase 1: Strategic and Operational Review
We focus on value enhancing strategies and a readiness assessment based on the owners objectives and market conditions. If the decision is to consider a Sale we would initiate the following 3 Phases. If the decision is to Grow through Acquisition, we will discuss your options including our Fractional Acquisition Advisory services.
Phase 2: Initial Pricing Analysis
The initial pricing analysis process is Conducted by an experienced Chartered Business Valuator (CBV). This includes a tax specialist review, after-tax proceeds analysis, determination of sale options, synergy analysis, and an assessment of likely buyers.
Phase 3: Transaction Marketing
Transaction Marketing positions the company and the present opportunity. This includes:
- Finalize go to market strategy
- Develop curated buyers list, considering strategic, financial and other alternatives
- Synergy analysis and likelihood assessment
- Buyer qualification, solicitation and NDA execution
- Virtual Data Room (“VDR”) set up
- Management presentations and on-site meetings
Phase 4: Transaction Execution and Closing
We will plan and execute all aspects of the sales process, including:
- Letter of Intent (“LOI”) reviews and analysis
- Qualitative assessment of buyer fit
- Negotiate price, terms and conditions
- Finalize LOI
- Allow for buyer due diligence process through VDR access
- Execute Purchase and Sale and other agreements
- Closing
Decades of Expertise in Small and Mid-Sized Business Transitions
Whether you’re looking to maximize value, find the perfect buyer, or navigate the complexities of the transaction, our tailored approach is designed to meet your unique needs and goals. Let us help you unlock the full potential of your business sale.