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The Professional's Page

We would be honored to develop a working relationship with your Accounting Practice, Law Firm, or Real Estate Agency. Be assured that we will treat your clients with the highest respect. We maintain the highest ethical standards and will maintain confidentiality. We will be immediately responsive to you and your clients requests for information. Please contact us if we can be of service to you.

If your client is looking to sell a business, we will work with him and you to achieve the highest fair market price for his company. We do that by preparing a professional package to confidentially market his business. Please review our "Selling Process".

If your client is looking for a business to buy, we can assist him in finding the best available business for his expertise and financial strength. Please review our "Buying Process".

 Our strategy is to develop a "package" on every business that we represent or help a buyer "package" the business they are considering to buy.  Please note that we believe in an evolutionary process. We maintain confidentiality and disclose information to a buyer slowly. As the comfort level between the buyer and seller grows, we release additional information.

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. Your clients must be assured that all proprietary information is held in confidence.

The "Package" - We begin by collecting the Information Needed to evaluate the business. From that we develop:

     One page overview - Business Listing Information

     Confidential Memo

     Evaluation

     Develop a Custom Marketing Plan

     Independent Third Party Appraisal

Business Listing Information - Click Here to see a sample BLI

After a buyer has signed a confidentiality agreement and is financially qualified, we will show the buyer the BLI. If there is mutual agreement to continue, we release the Confidential Memo.

Confidential Memorandum -  Click Here to see a sample Confidential Memorandum.

The Confidential Memo is shared with a potential buyer that has been qualified financially to buy the business and has reviewed the Business Listing Information Sheet. The Confidential Memo contains additional information including more specific financial information. After review, a site visit will be arranged.

The Confidential Memo Includes: 

Detailed Company Information

Owners Discretionary Earnings – Worksheet

Owners Balance Sheet – Worksheet

Historical Financial Summary

Price and Terms

Justification for Purchase Price

The Evaluation - Click Here to see a sample evaluation.

The Evaluation Report is a critical step that helps sellers or buyers begin to understand the fair market value of a business. The business evaluation is not an appraisal. There are a number of significant differences between evaluations and appraisals. An evaluation is designed to give a guideline or benchmark value rather than a formal determination of value.

The Evaluation Report Includes:

A Statistical Summary that lists the asset value and business value and a conclusive selling price.

Price Summary by Method

Evaluation Methods Explained

·        Asset Method              

·        Basic Method             

·        Capitalization              

·        Critical Factor            

·        Debt Capacity           

·        Industry Method         

·        Comparable Sales      

·        National Method           

·        Weighted Method  

·        Multiple Average        

·        Suggested Range        

·        Suggested Price     

Justification for Purchase

Post Sale Cash Flow

Reasonability Analysis

Ratios

Report contains a full explanation of the approaches and methods that were used.

Once the package is complete an independent appraisal may be ordered. This is a requirement for most SBA & Bank financing. It is also a good practice for all business sales.

Marketing Plan - Click Here to see a sample Marketing Plan.

Each Marketing Plan is customized to meet the seller's needs.

The process of selling or buying a business is complex.

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