Ensuring confidentiality throughout the process of selling a closely held business is key to the successful completion of profitable deals. Adventum Group helps clients manage confidentiality so they can maintain their competitive status, avoid employee defections and strengthen their position during negotiations. Most business owners have never sold a business before, and Adventum Group guides them through the transaction and advises them on techniques necessary to ensure confidentiality.
Through our Compass M&A Service, we offer a proven methodology for maintaining confidentiality throughout the transaction process. We advise clients on which employees, partners, suppliers or professional services firms to involve in the process — and when the time is right to involve them. We lock down confidentiality on our end, and advise owners on how to protect the confidentiality of the transaction as they manage their business.
During the Exit Planning phase, we look at the business objectively and help owners clearly define their objectives for selling. We document the value of the business after analyzing both operational metrics and subjective factors, and identify the right buyers likely to see the most value in the company.
During our Dealmaking phase, Adventum Group solicits offers under strict confidentiality from qualified buyers. We attract these buyers through our own network, and through our memberships in industry associations. Confidential use of these association databases creates national and international exposure for our clients. As a result, we generate qualified buyers from all over the world.
We prepare a confidential memorandum that provides a clear description of your company. We thoroughly document your:
- Business model
- Each source of revenue and its contribution to profits
- Tangible assets
- Intangible assets
- Competitive position
- Financial results
- Markets served
Next we build a target list of prospects and contact them directly, carefully screening and qualifying potential buyers. After executing a mutual confidentiality agreement with them, we present the confidential memorandum for their consideration. Once serious intent is established — and in consultation with other advisors such as your lawyer or accountant — we provide leadership in all negotiations. This includes reviewing offers and letters of intent, establishing a transaction structure and negotiating term sheets. Once you accept an offer, we provide full support during the due diligence period. Our key responsibility during this period is to manage relationships until the date the transaction closes.
Throughout this process, we protect your confidentiality so that it is business-as-usual for your company. For more information, please learn more about our Compass M&A Service. Or get started by contacting Adventum Group, and our managing director will discuss-in absolute confidence — how we can help you successfully sell your business.
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