Equity, Ltd. plays a hands-on role throughout the business transfer process. We divide the process into three phases with three sub-phases each to protect confidentiality thru the process!~

Phase I

- Preparation
- Packaging
- Marketing
- Advertising


Step-By-Step Process

1. Business Information Organizer
2. Confidential Business Review (Executive Summary)
3. Market Valuation Analysis
4. Valuation Summary
5. Confidential Executive Summary
6. Business Marketing Plan


Phase II

- Screen Buyers
- Buyer Visits
- Letters of Intent
- Purchase Agreements


Phase III

- Deal Structures
- Negotiations
- Closing
- Post Closing

 

EquityLtd.

Business Transition Advisors | Merger & Acquisition | Commercial Real Estate

CONFIDENTIALITY- EQUITY IS THE QUIET COMPANY!


At Equity CONFIEDNTIALITY IS EVERYTHING!


CONFIDENTIALITY is important both to the Seller and the Buyer. If confidentiality is not maintained: 1st You run the risk of losing valuable customers who worry about future supply and service. 2nd Key Employees will be concerned that the new buyer will not want them and they may look for other jobs thus losing good employees. 3rd Vendors and creditors will think that you are in financial trouble and consider seeking a back up customer. Remember CONFIDENTIALITY is simply doing on to others what you would want done to you.