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Buying Process

Basic steps in the business acquisition process:

• Self-assessment
• Form the acquisition team
• Identifying Business Opportunities
• Pursue promising opportunities
• Investment analysis
• Financing the sale
• Formal offer to purchase
• Negotiations
• Due diligence
• Document preparation
• Closing and recording
• The transition

The Serious Buyer

Are you able to make that Leap Of Faith?

The Buyer's "Package"

The buyer's package will separate you from the vast majority of Buyers and present you as a professional and a serious buyer. Few buyers use this approach, those that do have more successful outcomes.

Your Acquisition Team

Should a Business Broker be apart of that team?

Maintaining Privacy and Confidentiality

SERVIAN GROUP is extremely concerned about confidentiality and will require all potential buyers to sign a Warranty and Confidentiality Agreement before any information is exchanged. Sellers must be assured that all proprietary information is held in confidence.

Identifying Business Opportunities

The Servian Group has access to all databases worldwide.

What is Owners Benefit?

Tax Returns and other Financial Statements do not always show the economic "earnings" of a company. Further study and analysis can reveal the actual "owner's benefit".

The Problem with P & L's

Pricing and Evaluation

SERVIAN GROUP will use industry tested evaluation models and techniques including ratios based on sales of similar industries and historical data  to help you arrive at a final offer price for the business you want to buy.  A critical factor in the final pricing is an agreement on terms.

Rules of Thumb and the "Price Check"

Useful tools that will help you do a quick price check regarding price and terms. Remember that they are NOT valuation tools, that each company is different, and detailed analysis still needs to be done to establish the market value of a company. Deals have been lost because they have been based on these quick price checks. Use them wisely.

 Financing Strategy & SBA Qualification

Where appropriate we will assist in having you pre-qualified for an SBA loan. Financing is a critical part of the structure of the sale. Sellers will take you more seriously and be more open to negotiations if you have financing in place. We network with lenders and venture capitalist that get deals done.

Offer and Acceptance

SERVIAN GROUP will help you prepare an Offer for Purchase document for review by your Attorney. Your Attorney will prepare the actual contract. We will help you present the offer and will guide you through the negotiations to come to a final agreement.

Due Diligence

SERVIAN GROUP will advise you on how to prepare in advance for Due Diligence. After the contract is signed you will be allowed to review all Financial Records to verify the profitability of the business and to review other critical documents.  Please check with your Accountant to design your Due Diligence process. It is the most important part of the Buying Process.  By preparing in advance, the process moves smoothly towards a closing.

Closing and Transition

SERVIAN GROUP will work with the closing attorney to assure a clean and smooth closing. We will have facilitated discussions between the seller and buyer to assure a seamless transition to the "new owner."

The process of buying a business is complex.

The Servian Group understands the process of buying a business and can assist you in making the most informed decision.