HELPING BUYERS

Find the right business

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.

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

- Cost is $499

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Buyer Do it Yourself Package

This option is designed to give buyers the tools and information they need to buy a business.  It includes the following:

           - Have access to and be able to make offers on businesses before they hit the market

- 29 page Guide to Buying a Business: The 18 Step Buying Process

- List of web sites with businesses for sale

- Contact information of reputable lenders

- LOI template form and instructions to be provided 

- Worksheets and step by step instructions to help you perform due diligence procedures including:

  • Business Valuation Questionnaire and EBITDA Calculation

  • Calculating SDE/Cash Flow and EBITDA

  • Comparing Tax Returns to Internally Prepared Financials

  • Due Diligence Checklist

  • Due Diligence Procedures Template 1

  • Due Diligence Procedures Template 2

  • Initial Interview Questions 

  • Reasonableness Test of the Yearly Financials

  • Revenue Testing with the Bank Statements

- 26 questions to ask when you meet with the Seller

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

- List of Important Acronyms and Buzzwords that buyers need to be aware of

- 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

- Consulting as needed at the regular hourly rate of $225 per hour

- Buyer Package is only $1,999

 

Full Representation - 3.5% of the purchase price

Includes:

           - Have access to and be able to make offers on businesses before they hit the market

- 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