Business owners spend years and risk everything to build businesses with value.
It’s our goal and responsibility to make sure that our owner clients exit their business at the best possible value and terms.
Strategic Transactions are committed to work tirelessly and tenaciously to achieve that goal.
Our Commitment
Ten Step Sales Process
Strategic Transactions guide our clients through each stage of the sale transaction process, ensuring that personnel are included and collaborate at all relevant points. This keeps delays, uncertainties and costs minimised.
Strategic Transactions have a proven project management methodology for scheduling critical activities. Generally it can be broken down as follows:
2
1
Transaction Stage
Establish targets for sale value, exit method and timescale – aligned to personal goals.
Action
- Establish realistic goals for sale price, terms and timescale for exiting the business.
- Align that goal with realistically achievable based on personal circumstances, tax issues.
- Calculate a “Value Gap” and determine strategies for building the business that closes the gap.
2
Transaction Stage
The what, who, why, which, when & how of buyer mindset.
Action
- Understanding the perspective and viewpoint of the ideal buyer for your business e.g. Who would buy my business? Why? Which methods could they use? How will they be attracted to my business?
- What are they buying? When is the optimal time for the transaction?
3
Transaction Stage
Recognising & anticipating market shifts. Improving performance.
Action
- Recognise current market shifts and anticipate future shifts to time of exit and thereafter.
- Estimate, build and protect value.
- Improve business performance: profitability, efficiency and growth.
4
Transaction Stage
Appointing advisors while ensuring business continuity.
Action
- Develop an external and internal team to handle the transaction process.
- Establish control to ensure operational continuity during process.
- Prepare normalised financial statements and appropriate business documentation in anticipation of buyer demands.
5
Transaction Stage
Developing sales materials & formalising documents.
Action
- Determine appropriate guidelines for confidentiality.
- Produce sale documentation including a full Information Memorandum.
- Determine acceptable sale price based on appraisal or valuation.
6
Transaction Stage
Targeted publicity & direct buyer meeting.
Action
- Create short and long lists of acquirer targets.
- Initial & follow up meetings with prospective buyer.
- Marketing through global deal platforms & online databases.
7
Transaction Stage
Negotiate to maximise value & deal terms.
Action
- Negotiating with potential buyer(s).
- Selling a deal to internal stakeholders.
- Establishing the key aspects of an agreement.
8
Transaction Stage
Drive to ensure honest, efficient & timely process.
Action
- Setting up a due diligence data room.
- Undertaking strategic & operational due diligence.
- Contractual adjustments.
9
Transaction Stage
Agree sale contract & other transfers.
Action
- Finalising multiple agreements – sale of business, employee agreement, premises, licenses, intellectual property.
- Transfer of funds.
10
Transaction Stage
Maintain goodwill to ensure full transaction value.
Action
- Implementing various post sale agreement – earn outs and other contingent payments.
- Merger integration challenges.
Our Value Add
- We work with mid-sized businesses, particularly in the food and beverage, medical & cosmetic and technology sectors.
- We understand the needs of strategic buyers. They are most likely to highly value your business and ensure that your work transcends your exit.
- We will help you evaluate a broader range of exit alternatives. This include a management buyout, family succession or a partial exit through private equity or the divestment of specific divisions or products.
- We we are delighted to work with you over a longer period to refine your operations and growth path. This will result in you achieving a higher value. Our Value Discovery services will close the gap between the current value of your business and your value goal.
- We will work alongside your legal and financial team, helping you navigate through complex deal structuring, to ensure that your financial and lifestyle goals are achieved.