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Selling Process

Basic steps in business transfer:

• Maintaining Privacy and Confidentiality
• General Collection of  Business & Financial Information
• Pricing and Evaluation
• Preparing the Business for Sale
• SBA Qualification or Other Financing Strategy
• Marketing and Advertising
• Qualifying Buyers
• Presenting the Business
• Negotiating the Business Sale Transaction
• Due Diligence
• Closing and Transition

What Do Buyers really want?

Important information for you to Know.

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.

General Collection of Financial Information.

This is used to help you establish an estimate of the value of your business as it relates to your market and your type of business.

What is Owners Benefit?

Tax Returns and other Financial Statements do not always show the  "earnings" of your company. Further study and analysis can reveal the actual "owner's benefit".  Valuation is based on the Owner's Benefit. We will help you find the true economic earnings of your company so that you will receive the highest possible price for your business.

Pricing and Evaluation.

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

Preparing the Business for Sale.

SERVIAN GROUP will prepare a professional package that will include a Business Profile and a Confidential Memorandum.  These documents will help a buyer make an informed decision.  These documents include information on your business activity, history, customers, sales and earnings, marketing strategy, employees, assets included, facilities, location, and the reason for the sale.

Please click on Professional's Page for detailed information.

SBA Qualification or Other Financing Strategy

Where appropriate we will assist you in having your business pre-qualified for an SBA loan. Financing is a critical part of the structure of the sale. We network with lenders and venture capitalist that get deals done. We help you develop a financing strategy that will make your business attractive to buyers.

Marketing and Advertising.

SERVIAN GROUP will design a marketing plan specifically for your business.  This plan will be targeted to the types of buyers that would be interested in your type of business.  We use data bases of buyer prospects, professional associations, and investment groups.  We target market through trade publications, direct mail, and Internet sites specifically designed for business transactions.  We also advertise in both national and local newspapers.

Qualifying Buyers.

SERVIAN GROUP will focus on those prospects that are financially qualified and are genuinely interested and qualified for your type of business. You continue running your business, we search for and qualify buyers.

Presenting the Business.

SERVIAN GROUP will assist you in presenting your business to buyers and will help you show your business in a way to maximize its price and salability.

Negotiating the Business Sale Transaction.

SERVIAN GROUP will be a vital advisor during the sale transaction.  We are knowledgeable about negotiating price, terms, and other key aspects of the sale.  We will guide you each step of the way.  Proper deal structure will greatly affect the net amount you will end up after selling your business.

Due Diligence

Servian Group will advise you on how to prepare in advance for Due Diligence. After the contract is signed the buyer will be allowed to review your Financial Records to verify your profitability and review other critical matters. By preparing in advance, the process moves smoothly towards a closing.

Closing and Transition

Servian Group will work with the closing attorney to assure 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  business transfer is complex.

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