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
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:
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Business Valuation Questionnaire and EBITDA Calculation
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Calculating SDE/Cash Flow and EBITDA
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Comparing Tax Returns to Internally Prepared Financials
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Due Diligence Checklist
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Due Diligence Procedures Template 1
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Due Diligence Procedures Template 2
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Initial Interview Questions
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Reasonableness Test of the Yearly Financials
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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