BUYER ADVISORY SERVICES

Crossing the finish line

Business Sales Group (BSG) started offering Buyer advisory services (Buy-side mandates) at the request of Buyers who felt like they were going into a transaction "naked" without a trusted advisor. Sellers usually have a Broker or M&A advisor representing them, but Buyers are usually alone. BSG is now offering Buyer representation and advisory services so Buyers can go into a transaction with full representation and not be alone.

$499 Valuation Report and Analysis

Includes:

- 28 Page Valuation Report which calculates SDE, EBITDA and uses 5 valuation metrics

- Examine the financials to look for irregularities

- If the value isn't there and/or we see red flags, you don't need to go any further. You find another target.

 

$1,999 Do it yourself with guidance

Includes:

- If the Seller's Broker will co-broker and split the commission, you don't have to pay me anything. We will find this out as early as possible.

- LOI template forms to be provided

- Provide Due Diligence Checklist which includes a comprehensive list of the the items you will need from the Seller

- Detailed instructions about how to do Financial Due Diligence

- Provide Template Purchase Agreement (not an attorney, but it is a starting point) and Closing Forms

- Provide guidance and arrange, as necessary, trusted advisors for the transaction who I have worked with before

- Tax Savings Strategies - share insight about how to negotiate the best structure to maximize your tax deductions

 

Full Representation.

Minimum $2,500 or 1%-3% of the purchase price, depending on the size.

If it doesn't close you pay the hourly rate ($225) and that is applied toward the next transaction so it isn't paid twice.

Includes:

- If the Seller's Broker will co-broker and split the commission, you don't have to pay me anything. We will find this out as early as possible.

- LOI Negotiation and provide template forms to use

- Provide Due Diligence Checklist. Perform financial Due Diligence and other procedures you see necessary.

- Do Financial Due Diligence

- Provide Template Purchase Agreement (not an attorney, but it is a starting point) and Closing Forms

- Provide guidance and arrange, as necessary, trusted advisors for the transaction who I have worked with before

- Work with your attorneys and accountants and Seller's advisors to complete the transaction looking after your best

   interest throughout the process.

- Perform Financial Due Diligence

-Consult throughout every step of the process.

- Full representation and negotiation as your buyer's agent.

-Tax Savings Strategies - negotiate the best structure to maximize your tax deductions moving forward

Mergers & Acquisitions - We Sell Businesses