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Return to ExitBiz Services
Client Services and Fee Schedule
Because of the complexity of selling a business and the large quantity of variables to consider for each company, we believe that a consulting approach is the most effective way to assist business sellers to maximize their financial return. Direct interaction between ExitBiz principals and business owners allows us to focus on those issues that are critical to the value of the client’s company.
You choose from modules that are designed to assist you in each key phase of selling a company: - Module One - Preparation
- Module Two - Pricing and Positioning your Business
- Module Three - Marketing your business
- Module Four - Negotiating to close
Each Module consists of personal consultation time between ExitBiz Principals and you, the business Owner, along with a substantive written outline of the information that will be covered. This allows you to identfy the important variables particular to selling your business and saves you time. In addition, valuable Exhibits and Sample Documents are included.
Module One: Preparation
Personal consultation with Seller plus documentation
We provide assistance to:
- Evaluate and quantify the cost and effort to improve various aspects of your business against an expected increase in selling price. We help you decide what, if any, changes are worth doing
- Recast your companies financial statements
- Prepare for alternative deal structures in the sales transaction; know what to expect
- Determine your price and terms
- Help you support and validate your deal structure
- Plan for the level of confidentiality needed based upon your business situation
- Prepare yourself to sell your company
Your ability to address these issues will determine whether or not you will be able to get top dollar for your company. Regardless of your time frame for selling, we will work with you and educate you in depth about these and other points to prepare and position your business for sale. - Includes written outline of "Preparing Your Business to Sell".
- Exhibits:
- Worksheet for Recasting a Profit & Loss Statement
- Questionnaire for the Valuation and Company Presentation
- Sample Company Offering Package
- Sellers Disclosure
- Representations and Warranties by Seller
- See website for current pricing*
Module Two: Pricing and Positioning your Business
Developing a Company Offering Package
The business valuation and company presentation documents
Business Valuation: A detailed Business Valuation of your company by an expert professional is a key factor in the process of selling your business. This authenticates the value to the Buyer and the Seller and gives the price substance. Our Valuations include an Affordability Calculation to show the Buyer that the business can be purchased at the established price.
See website for current pricing*
A Company Presentation is developed to communicate the company’s history, methods of operation, marketing and distribution and its unique business methods. Although this document deals with strengths and weaknesses, it is a selling document written to give prospective buyers the information they need to make a decision to purchase.
See website for current pricing*
The Valuation and the Company Presentation are combined into one document that becomes the Company Offering Package for the selling company. A one page Sales Prospectus is included to provide introductory information about the company to facilitate qualification of prospective Buyers and to advance the selling process.
*Fee variation is based upon complexity of the business, status of financial records and nature and number of the assets and liabilities. A specific price quotation will be provided.
Module Three: Marketing Your Business
Personal consultation with Seller plus documentation
We provide assistance and information regarding:
- Selling strategy & tactics
- Finding Buyers who will pay the most
- How to maintain adequate confidentiality
- How to effectively advertise your business
- How to qualify Buyers
Includes:
- Written outline presentation of "Marketing Your Business".
- Exhibits:
- Confidentiality Agreement
- Buyer Financial Disclosure
- Buyer General Disclosure
- Sellers Disclosure
- Sales Prospectus
- Qualification of Buyer by Third Party; script
- You will have access to an experienced marketing executive to consult about the details of selling your business
- See website for current pricing*
Module Four: Negotiating to Close;
Personal consultation with Seller plus documentation
We counsel and assist Owners throughout the entire negotiation based upon their individual needs.
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