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Our Service
Buy Side Acquisitions Service: We provide a very specific service: Based on our clients' requirements, we identify companies to acquire (local or regional competitors) and support our clients' growth strategies.
Opportunity Development Service: We assess your "BIG IDEA" to provide feasibility analyses, insights, and strategic next steps.
Please see "Creative Initiatives" for examples of our work. We love big ideas!
Transaction Management
After evaluating over 300 investment transactions, selling nineteen companies, reviewing hundreds of tax returns, balance sheets, touring factories, and redevelopment properties in four countries, it's clear that "creative accounting" and non-disclosure of "off book" liabilities are common.
Generally speaking, I recommend asset purchases rather than acquiring the corporation and accepting "off book" liabilities.
Start with a strategic ASSET BUY-SIDE review as the first step.
1. Define the "BUYERS" scope of work and expectations.
2. Conduct competitor reviews.
3. Conduct potential seller calls.
4. Sign an NDA with the potential seller.
5. 15-day first pass financial - balance sheet review.
6. Present term sheet (30-day due diligence review).
7. Approval or decline decision.
Next Steps & Advisory Cost
Next Steps.
Do not hesitate to reach out for a confidential review on your next acquisition or initiative.
Service Cost.
- $ 75.00 per hour, max 20 hours per week per client.
- One to six months per assignment, contract only.
- Success bonus TBD.