Private Transaction Group
Business Philosophy
Services
Merger & Aquisition Process
Market Briefings & Articles
Workshops & Web Casts
Seminars
Contact Us

To choose the right path
you must know all
the possible alternatives.

We integrate our clients'
financial and legal professionals
into one cohesive team
to achieve their goals.

We achieve superior
results for our clients
through the development
of a structured plan.

Workshops

We regularly conduct informational one-day workshops that provide business Owners with an overview of the process necessary to successfully sell a private middle market business for maximum value. The information presented in the Workshop will be a vital part of a strategy to ultimately sell your business for the highest possible price.

Workshop Agenda

Selling Decision
Alternatives to outright sale
Reasons for selling
Exit Planning -Life Goals, Structuring, Maximizing Value

Value of a Business
Types of Value - Book, Market, Investment
Valuation Approaches - Methods, Multiples and Formulas
Value Impact Factors

Documentation and its Importance
Legal Concerns
Preparation & Presentation
Documents Needed
Confidentiality

Buyers
Marketing Preparation & Strategy
Buyer Research
Sourcing Buyers
Buyer Prospective of Business Value

Selling Process
Time Lines
Controlling the Process
Steps to Successful Sale
Closing Issues
Double Taxation
Steps to Assure Maximum Sales Price