Consulting

Getting your company ready for sale is critical to maximizing the value of your company to the buyer of choice. This process can take anywhere from a couple of months up to a couple of years depending on the amount of work required and your motivation to sell your company. The following paragraphs outlines the type of work that takes place during the consulting phase with each stage of the project outlined in an agreement between the company and Sell Side Quarterbacks defining what is to be accomplished and the fixed fee price for completing the work.

Pre-sale consulting - We take pride in getting to know the management team and the company’s strengths and weaknesses from our initial meetings and through weekly conference calls. For a few months or in some cases over two years, we provide advice and insight on steps management can take to enhance the ultimate value of the enterprise ranging from upgrading the management team through training or recruiting to dealing with difficult customer and supplier issues. A key part of the pre-sale consulting is identifying what you, the owner, is looking for in an outcome in terms of the ultimate sale price, your future involvement in the business if any and how your employees will be treated by the acquirer.

Preparing the Confidential Information Memorandum (CIM) and Virtual Data Room - The CIM and associated teasers are critical to marketing the firm to the widest audience possible. Preparing the CIM is an iterative process with company management to tell the best story possible, building on financial reports and a narrative highlighting your processes, systems, employees and customers without revealing enough information for a reader to identify the firm up for sale. We will build a secure virtual data room repository to hold all of the documents and information needed for a prospective buyer to evaluate how well your company fits their criteria and only allow access to those few prospective buyers who we jointly agree are worthy suitors.

In creating sell-side (CIM) Confidential Information Memorandums for client's planning to sell their businesses, Sell Side’s capability to uncover and illustrate the organization's core strengths and value-added opportunities provides for a robust platform of analysis by a prospective acquirer.

Click on this link for a sample table of contents for a CIM.

Marketing - Sell Side Quarterbacks will market your firm to its network of nearly 2,000 family offices, Venture Capital and Private Equity Groups in addition to senior bankers, corporate attorneys and top 10 accounting firm executives. Our goal in the marketing phase of the process is to bring multiple buyers to the table at the same point in time and then play one off against the other to achieve the best possible outcome.

Managing Due Diligence - Sell Side Quarterbacks acts as a bridge between buyer and seller during the due diligence process, tempering requests when necessary and assisting in the preparation of analysis required by the buyer in the interests of keeping the process on schedule.

Facilitating the close - Sell Side Quarterbacks works with your M&A attorney (we can recommend several with whom we have worked over the years) in drafting the definitive sale documents and navigating the final true up of working capital and other accounts that allow both parties to receive a fair deal with a positive outcome.