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Our Role as your M&A Intermediary

We listen to client's goals, then implement and advise the transaction accordingly

Initial Exit Planning: Decide to 'Hold & Grow' or 'Sell & GO'

Our team is comprised of educated, experienced, and certified business brokers that will evaluate the transactional readiness of your company and determine how much your business in worth. In the first stages of our engagement, we will perform a Readiness Assessment, complete a Business Valuation that incorporates criteria relevant to potential acquirers. We also provide a "net-to-you" during these initial discussions, which is important, so you know what net value you can expect from the sale of your most valuable asset.  With all data and information in hand, this is your time to decide if you are ready to sell (Sell & Go) or if you need to create more value within your company before you sell (Hold & Grow).  We strive to provide you all the data and guidance so you make the decision that's right for you, at the right time.

 

PREPARING THE COMPANY FOR SALE

In order to achieve the best result, it is imperative that the company be presented in the best possible way by highlighting value drivers unique to the business. Preparation and packaging the business in order to emphasize the value drivers and unique features is an important function of Exit Equity.

 

GOING TO MARKET

Exit Equity maintains a strong "Marketing 101" process of a pre-qualified buyer pool and communicates monthly with all of them, which allows Exit Equity to make a buyer - seller match much faster than anyone in this market.

  • Internet Web Sites

    Exit Equity utilizes numerous Web sites to find interested parties for businesses. The most effective Web sites are operated exclusively for brokers through industry affiliations and are marketed to reach selected targets.

  • Existing Candidates

    These buyers are usually a "pocket" group of buyers either currently looking for businesses to purchase or considered as known to the intermediary community as buyers looking for specific and non-specific businesses to purchase.

  • Networking with Affiliates

    Exit Equity interacts and cooperates with hundreds of affiliates through various industry associations around the U.S. and foreign countries, like our membership in the IBBA, an 1,100 intermediary strong association, whereby we keep track of current buyers.

  • Targeted Direct Mail

    Direct mail can be an effective source in a search for interested parties. As experienced intermediaries, Exit Equity has access to comprehensive information regarding potential acquirers. Such information is essential in selecting qualified candidates while preparing an effective list of mail recipients.

  • Networking with Investors

    Private equity groups and private investor groups communicate regularly with M&A firms such as Exit Equity to review companies that may fill their investment needs. Exit Equity is well-connected and meets several times each year with principals of private equity groups at various association conferences.

  • Media Advertising

    Exit Equity uses various media advertising sources and has a good working knowledge of the best venues to reach buyers for specific industries.

 

STRUCTURING THE DEAL AND COMPLETING THE TRANSACTION

Exit Equity is a business intermediary trained through formal education (requires 60 hours of continuing education classes per year) and practical experience in structuring business transactions and meeting the requirements of our clients. Without these skills, more deals fall apart than are actually consummated.