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Submission of
acquisition parameters
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Investor submits a letter of intent along with the
completed international investor profile form describing acquisition parameters
such as desired type and size of company, financial and operational profile,
geographic locations of choice, corporate culture as well as all other relevant
information.
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Submission of
acquisition parameters
|
|
| |
|
Investor submits a letter of intent along with the
completed international investor profile form describing acquisition parameters
such as desired type and size of company, financial and operational profile,
geographic locations of choice, corporate culture as well as all other relevant
information.
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Review of investor’s
requirements |
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Sunbelt reviews investor’s profile and acquisition
parameters while our immigration lawyer assesses visa issues. Sunbelt and
investor sign confidentiality agreement.
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In-house and nationwide
research |
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Sunbelt utilizes its extensive proprietary information
sources to identify appropriate acquisition candidates. The search includes
Sunbelt’s own registered business seller pool as well as a targeted search to
find potential sellers meeting your requirements.
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Search results
submitted to investor |
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Sunbelt reviews investor’s profile and acquisition
parameters while our immigration lawyer assesses visa issues. Sunbelt and
investor sign confidentiality agreement.
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Sunbelt secures seller’s consent to proceed |
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Sunbelt secures the consent of potential acquisition
candidates and develops a Confidential Business Review (CBR) on each of them.
The CBR will contain sufficient information for the investor to use as a base
to make an offer.
Sunbelt's experience in thousands of transactions with a
wide range of clients gives us a unique ability in structuring win-win deals.
Sunbelt takes into account all of the elements of the financial transaction,
including: Stock sale versus asset sale; initial investment; terms and interest
rate on notes; liabilities assumed by the acquirer; transfer and negotiation of
leases; employment contracts; consulting agreements; non-compete agreements;
current assets retained by the seller; potential earn-outs; continuation of
fringe benefits; stock ownership retention and other pertinent details. The
total financial package negotiated on your behalf is the true measure of our
value-added service.
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Due Diligence on
profile selected by investors |
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Financial and operational representations are made during
the sale process. You rely upon these representations when determining the
viability and the value of a business. If these are not adequately and clearly
substantiated during due diligence, the transaction could be jeopardized. Our
experience and involvement in countless due diligence projects enables us to
anticipate the information you will be analyzing. Our advanced preparation
maximizes the probability that the process will be short and successful.
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Purchase Agreement
Negotiations and Closing |
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Numerous agreements must be negotiated and the efforts of
multiple parties must be coordinated. Sunbelt works with a client's legal and
accounting team to orchestrate a Definitive Purchase Agreement that reflects
all details of the transaction. Sunbelt Advisors play a key role in ensuring
that this process is properly managed to avoid jeopardizing the transaction. In
most instances our involvement in this stage saves you thousands of dollars in
potentially excessive professional fees.
This is the point at which you are assured that you have
realized your goal. The transition involves a period of cooperation in which
the seller will assist you to make the transition seamless. This includes
transfer of key relationships and proprietary information needed to
successfully operate the business.
