On average, you’ll take home 15% more of the total transaction value just by working with us.
Here’s an overview of what to expect during the Sell Side Advisory Services process.
Seller Readiness // 6 WeeksPHASE 1
Once you contact us, we’ll schedule a time to clarify your intended goals and what to expect during the transaction process.
During the first three weeks, we’ll prepare a Market-Based Calculation of Value Report to ensure that your sale will meet your personal wealth targets.
This 30-page report will give you an in-depth understanding of the value of your company.
Based on the review of the Calculation of Value report, we’ll advise you on whether the sale of your business will realize your exit strategy.
Should you decide to proceed, we’ll invite you to a secure virtual data room (VDR).
There you’ll upload all the documents from the comprehensive Due Diligence checklist for the negotiations phase. Then, we’ll work with your senior leadership to create the following documents:
Ideal Buyer Persona Profile
Sanitized Corporate Overview
Complete Corporate Information Memorandum
Financial Package in support of your CIM
Buyer Identification // 3-4 MonthsPHASE 2
During this stage, we’ll build, pursue, and vet a list of prospects to determine their alignment with your ideal buyer persona.
When appropriate, we’ll move your best fit prospects forward in the process by having them:
Review and sign the Confidentiality Agreements
Schedule and attend introductory meetings
Engage in facilitated negotiations
Participate in the development of the Letter of Intent (LOI)
Negotiations, Due Diligence & Closing // 2-4 MonthsPHASE 3
Once a Letter of Intent is signed, lawyers and accountants get involved. Then, the real work begins.
This phase covers all the steps from the time the offer is presented till the end of the closing proceedings. The nexus of activities center around these items:
Financial, legal, and operational reviews
Purchase & Employee Definitive Agreements for all leadership and shareholders
- Representations & Warrants
- Non-competes, non-solicits
- Intellectual property rights assignments
- Purchase Agreement schedules
Post-merger integration planning
includes transfer of knowledge
Facilitate closing proceedings and funding
*Please know that though we make every effort to deliver a successful outcome, not all offers will be successfully negotiated with the buyer.
“IT Valuations was instrumental in initially preparing us for the sale of our business and guiding us through the entire process. We would not have been able to have done this without them. Although all transactions have their own set of complexities, there were many aspects of our sale that had to be tracked through the sales cycle and their team was able to keep us on track and continue to move the sale forward. Towards the end of the process, when there were a myriad of issues and details going back and forth, they made sure the buyer received all requested information in a timely manner. When there were sticking points, they worked closely with both parties to arrive at mutually agreeable resolutions. In addition, iTV simplified the entire process through their legal partnership with Virtus Law, which helped move us as a team towards the final, successful result. I would highly recommend iTV as both an advisor and a brokerage firm.”
President, Mission Critical Systems