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Sell A Business

Annually, our management team trains hundreds of business intermediaries on the finer parts of how to manage business sale transactions.  With our experience on this subject, we have developed a methodology to manage the process of selling businesses. The following paragraphs provide a general outline of the process. We can provide additional details and modify the process to help best meet your specific circumstances.

Initial Retainer

We are very selective about accepting engagements.  Initially, we will have some highly detailed conversations to ensure we have a common set of expectations.  If we mutually agree to work together, we will provide you with an engagement letter to clearly document the terms of our arrangement. This letter will address a number of germane issues including, fees, exclusive representation for a specific period of time, confidentiality, and other relevant disclosure issues.

Analyze and Prepare Operations

As a first step in the sales process, we encourage all clients to critically evaluate their business operations, identity opportunities for short and long-term improvements and competitive challenges that will be of interest to prospective buyers.

Evaluate The Need For An Independent Valuation

We will discuss the merits of obtaining an independent valuation of the business being offered for sale. if you prefer to have a valuation completed, we will gladly recommend one or more experienced, qualified valuation firms for your consideration.

Coordinate Drafting of Offering Memorandum

We will assist you and your management team with the preparation of an effective Offering Memorandum. Company management is responsible for the preparation and presentation of all information included in the Memorandum; however, we can provide you with a recommended format for the Memorandum and suggestions on content.

Developing a Marketing Plan

In conjunction with the preparation of the Offering Memorandum, our engagement team will work with your management team to formulate a marketing plan, including defining the marketing process and establishing timelines. The marketing plan will be customized to fit your company's particular circumstances.

Identify and Contact Prospective Buyers

Depending upon the nature, size and value of your business, the most likely pool of buyers could be competitors, private equity groups, foreign companies or local, in-market investors. SBB Capital Partners has a proprietary process whereby your service team can complete a succinct, confidential profile sheet based upon the Offering Memorandum. This confidential profile sheet can then be distributed to prospective buyers. Prospective buyers who express interest will be required to sign a Non-Disclosure Agreement prior to receiving any information about your business.

Facilitate Buyers' Due Diligence

A limited number of prospective buyers will be given the opportunity to visit your facilities and conduct on-site due diligence. This process typically entails meeting with designated members of management, reviewing selected financial information and gathering other relevant information.

Assist Clients and Clients' Professional Advisors with Evaluation of Offers

The goal for any transaction should be to maximize the seller's after-tax sales proceeds. Accordingly, we encourage clients to involve their attorneys and CPAs in the process as soon as is reasonably possible so that tax planning strategies and other important transaction structuring issues can be thoroughly considered and addressed before proceeding in negotiations with prospective buyers.

Assist Clients' Professional Advisors with Documentation of Preparation

The seller's and buyer's attorneys will be responsible for the drafting and negotiation of the sales agreement and related documents. Our service team will assist with your review and document compilation process.

Facilitate Timely Closing and Assist with Post Closing Issues

SBB Capital Partners will work with the seller and buyer transaction teams (management, attorneys, CPAs) to help resolve any open issues and consummate the transaction in a timely fashion.

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