Years of experience in the Building Distribution Sector has enabled us to really understand what is most important to a successful transaction and helped to secure our "clients objectives". Our essential steps guide to a successful sales process ensures a professional service is delivered, with personal support and attention to detail.
Stage One - Planning
- Evaluation & fact finding
- Approve shareholders objectives & timetable
- Agreement on confidentiality & non disclosure agreement
- Completion of relevant financial & business details including key benefits to the buyer
- Draft information memorandum/term sheets & agree with clients
Stage Two - Marketing
- Produce buyer list with clients input
- Circulate teaser to list of professional targets
- Marketing campaign agreed with clients
- Complete shortlist of preferred bidders
Stage Three - Meetings & Offers
- Advise and guide clients prior to buyer meetings
- Details gathered from serious bidders
- Agree shortlist of potential buyers
Stage Four - Buyers Selection
- Agree preferred bidder with client, based on price & deal structure, impact on company personnel, desire to complete the deal on time
- Agree heads of terms
- Instruct advisers ( Legal, Tax, Accountancy)
Stage Five - Completion
- Agree and manage all timetables
- Advise on sale and purchase agreement
- Interface with all advisers during completion
- Sale completed