Knowledge Base

nda

Non-Disclosure Agreement (NDA) | A Complete Guide for M&A

Safeguarding confidentiality takes center stage when you’re in the process of selling your business. A well-crafted non-disclosure agreement (NDA) addresses a host of critical matters, including non-solicitation and various aspects of the sales process. While it might be tempting to regard all NDAs as standard, any missteps during the negotiation and execution of an NDA

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meetings

M&A Basics | Handling Buyer Meetings

What occurs once the buyer receives a Confidential Information Memorandum (CIM) for a business? Here’s the streamlined sequence of steps for screening and meeting with a buyer: Buyer undergoes a pre-screening and signs a non-disclosure agreement (NDA). Buyer receives the CIM. Buyer poses initial questions, answered via phone. In-person meeting between buyer and seller. Subsequent

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financials

When Should I Send my Financials to a Buyer of my Business?

I’m currently in the process of selling my business, and a potential buyer has requested access to my financial statements before our initial meeting. Is it standard practice to provide them with this information at this stage? Indeed, it’s a common practice to share financial details about your company with a potential buyer before scheduling

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targeted campaigns

M&A Process | Using Targeted Campaigns to Sell Your Business

Is a targeted campaign the right choice for you and your business? When it comes to devising a marketing campaign, one crucial factor to consider is the size of your business. For small businesses, discreetly marketing your company on specialized portals emerges as the most potent strategy. In the case of mid-sized businesses, we strongly

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market

Additional Ways to Market Your Company for Sale

If your initial marketing campaigns to sell your business aren’t yielding the desired outcomes, it’s time to consider the following essential steps. If potential clients aren’t seeking you out, it might be necessary for you to take the initiative. You have the opportunity to reach out to four distinct categories of buyers: individuals, financial buyers,

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sde

Should We Disclose our Revenue, SDE & EBITDA in Our Ads?

Certainly, you might be wondering whether to showcase our revenue, SDE, or EBITDA in our advertisements while presenting our business for sale. Our narrative is truly compelling, yet there’s a balance to strike – while disclosing revenue and net profits upfront might appear to overshadow our story, rest assured that our approach ensures potential buyers

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selling a business

Process for Screening Buyers When Selling a Business

Just as you meticulously research potential buyers and assess their compatibility with your business, conducting a thorough evaluation of buyers is equally imperative. Among the initial and pivotal stages of the sales process, none is as time-intensive yet as crucial as screening potential buyers. Emphasizing the significance of this screening process cannot be emphasized enough.

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