As professional M&A Intermediaries our primary objective is to facilitate an introduction resulting in a successful transaction between our Sellers and Buyers. We also assist in numerous value-added services for the Seller and Buyer, which further help to facilitate a successful coming together of the parties.
DEVELOP CRITERIA
Determine Seller's needs, financial and personal, as criteria
for the direction of our effort.
ANALYZE COMPANY
Complete Gottesman registration form with Seller to gain
deeper understanding of Seller's company, prior to Buyer
search.
FINANCIAL REVIEW
Review and reconstruct financial statements to incorporate hidden values and true profit, which Buyers need to know before accepting an introduction.
CREATE SELLING DOCUMENTS
Create Executive Summary or "Book" which
serves as a Selling Document for submission to prospective
Buyers and their advisers, to facilitate introductions. This
helps to give a complete picture of the history, operations,
personnel, finances, marketing policies of the firm with
Seller's indications of future directions and potential.
BUSINESS EVALUATION
Convey Seller information so as to help client to evaluate the business taking into account its assets, cash flow, sales and profit trends, industry and competitive environment and potential for growth.
TARGET BUYER(S)
Target and develop Buyer (or merger) prospects using contacts, research techniques and databases, advertising (where necessary), letters, telemarketing and visitations.
