36 + Year's Experience. 1500+ Completed Projects. 60+ Industries Served.
Align Corporate Advisors has developed a successful, personal approach to business sales, whether you seek a partial sale or a complete divestiture for your exit strategy.
We have a thorough understanding of the selling process and the complex motivations that come into play.
Our process is specifically designed to maximize value, protect confidentiality without any interruption in the day-to-day business, and move expeditiously.
Align's Proven Selling Advisory & Process
Step 1: Initial Meeting to Determine Objectives​
Preliminary, no obligation meeting where general information is exchanged for us to become acquainted with each other.
Options to decide include: sell and retire, sell and remain with the company, take on a partner, transfer ownership to family members or seek capital infusion to continue to grow the company
Step 2: Gathering Required Information​
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Three years of up-to-date financial statements, including income statements, balance sheets and income tax returns.
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A list of furniture, fixtures, equipment, inventory, trade names,
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Patents and other assets to be transferred with the company​
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Real property and equipment leases or surveys and appraisal if real estate is to be sold with business
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Any contracts related to the operation of the business.
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Other information which influences Company operations.
Step 3: Examining Financial Statements for Company Valuation
A valuation is performed to determine a price range that can be expected in the marketplace.
Establishing a fair market price helps you to understand the highest price, a fully informed buyer is willing to pay for your company, and lets you avoid the risk of losing a timely sale by overpricing your company or leaving money on the table by undervaluing your business.
Step 4: Engagement Letter
You enter a contract with Align Corporate Advisors, granting them exclusive rights to market your company for a set period and under specific terms.
Step 5: Preparation of a Confidential Information Memorandum (CIM)
With your approval, we create a marketing campaign and CIM document for potential Acquirers, followed by a national advertising campaign targeting specific buyers and the public.
Step 6: Identifying and Screening Buyers
Identifying the right acquirer is crucial for your business's valuation.
We ensure buyers sign a Non-Disclosure Agreement, assess their financial qualifications, and evaluate their ability to grow the business or expand their portfolio.
Step 7: Site Visit and/or meeting to discuss Business Operations:
The first visit, either at our office or on-site, allows the buyer to tour your facility and build rapport with the seller.
Step 8: Purchase Offer and Negotiations
Align Corporate Advisors helps prepare a written purchase offer, either as a Letter of Intent or Definitive Agreement, detailing price, terms, conditions, and contingencies, while working with advisors to maximize your sales value.
Step 9: Due Diligence
The offer is usually contingent on the buyer’s professionals verifying the
Accuracy of the seller’s financial and operational representations.
Step 10: Closing
Align Corporate Advisors work with your advisors to prepare closing documents, oversee the signing of legal papers, transfer ownership and complete the sale, achieving your goal.
Step 11: Transitional Period
This involves cooperating with the acquirer to ensure a smooth transition, including meeting key contacts and sharing necessary proprietary information.
