The Independence Group offers one complete source for answers, advice and solutions for selling or buying a business, as well as provide extensive consultation services.
Company provides following services:
SELLER REPRESENTATION
lishment of expected value range for your business
Creation of high quality sales presentation
Aggressive/targeted marketing
Complete advice on all phases of the sale process
Creative negotiation and tax structuring techniques
Deal follow through from start to finish
BUYER REPRESENTATION
Establishing the acquisition criteria
Identifying acquisition candidates
Screening acquisition candidates based on established criteria
Completing a value analysis of acquisition candidates
Assisting in the negotiation process; preparing letter of intent
Assisting with negotiation and tax structuring techniques
Providing financing assistance
Providing due diligence assistance
Following the deal through from start to finish
PRIVATE EQUITY GROUP ACQUISITION ASSISTANCE
QUARTERBACKING A TRANSACTION
Prepare a value estimate for the company to be acquired
Prepare a letter of intent to establish a clear understanding of the terms of the deal
Establish a closing process
Coordinate the due diligence process
Assist buyer with financing alternatives
Coordinate completion of final legal documents with attorneys
Assist in completion of property lease arrangements, if necessary
Follow deal through to closing
Assist in post transaction adjustment calculations
BUSINESS VALUE ESTIMATE
Review historic financial trends
Look at comparable historic transactions
Look at adjustments that are “one-time,” non-recurring or not directly related to business operations
Look at similar companies currently available for sale
Evaluate economic trends of the target company’s industry
Review risk factors to evaluate target company compared to its industry
Determine who will be in the probable buyer pool
Establish an expected value range
FINANCING ASSISTANCE
Seller financing (typically subordinated to bank financing)
Secured Senior Debt
- SBA (7A or 504)
- USDA
- Lines of Credit
- Equipment
Unsecured Debt
- Cash Flow
- Mezzanine with equity
The Independence Group can assist in this process in the following ways:
Determine the type of financing that best fits the transaction
Identify sources best suited to provide the financing
Prepare financing package to present to potential lenders
Present the proposed financing request to lenders
Assist in the details of completing the financing arrangements
DUE DILIGENCE
Review of financial information/perform trend analysis
Verify that financial information is supported by underlying accounting records
Review support for “EBITDA/Discretionary Earnings” adjustments
Review how revenue is recognized
Review how expenses are reported and recorded
Complete a financial analysis of key assets such as accounts receivable, inventory, fixed assets and intangible assets
Reconcile financial records to tax returns
Perform other financial analysis as deemed necessary for the transaction
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