Selling a Business

  • Selling a Business

    For most business owners, the sale of their business will be the single largest financial transaction of their lives. Maximizing value and success requires a thorough understanding of the deal process and all the factors that impact a sale. CBI brings an experienced proven team to work closely with our clients, managing every aspect of the deal process from the initial valuation through the closing.

  • Identify Goals

    There are many reasons a business owner will decide to sell and CBI’s first step is to understand our clients’ goals and objectives. These include value expectations, financial needs, timing, and desire for continued involvement with the business.

  • Valuation

    Value is in the eye of the beholder and the marketplace will ultimately determine the true market value of your business. CBI will perform a market price analysis to provide you with an estimated value which is based upon the business cash flow, fixed assets and certain intangible factors. We will also consider the current market conditions, economic environment, and multiples at which similar businesses have sold to arrive at a listing price.

  • Offering Prospectus

    CBI will prepare a professionally presented Confidential Business Review (CBR) for your business that will serve as the primary marketing material for your business. The prospectus will provide an in-depth review of the company’s operations, financial position, competitive advantages, and growth opportunities. This will be provided to qualified buyers who have completed a Buyer Registration Form.

  • Marketing

    Marketing

    Every business is unique and CBI will identify and implement the appropriate marketing strategy for your business. All of our listings are posted confidentially on our website as well as on BizBuySell and Bizquest. CBI sends a Summary of each listing to our in-house buyer database which consists of over 500 buyers as well as our extensive professional database. When seeking a strategic buyer we will work with our clients to create a highly targeted list of potential acquirers to contact. CBI remains actively engaged in the marketing process until the right buyer has been identified.

  • Due Diligence/Negotiation

    Due Diligence/Negotiation

    CBI is always the first point of contact for any buyer as each one is thoroughly vetted before an introduction to the owner is made. CBI will address all questions from prospective buyers allowing you to continue to focus on your business. Once a preliminary offer is submitted CBI will negotiate terms on your behalf allowing you to remain at arm’s length during this process. When a non-binding letter of intent has been accepted CBI will continue to work with you and your legal and professional teams throughout the remainder of the sale process including the drafting and execution of a P&S Agreement, purchase price allocation, final due diligence and closing.

  • Maintaining confidentiality is of the utmost importance throughout the entire process. CBI will not disclose the name of your business or any other confidential information until a Buyer Registration Form has been completed.

    In representing a seller, it is CBI’s goal to be responsive and keep you informed and in control through each step of the process. Our primary goal is facilitating a successful transaction and doing what is necessary to create a win-win scenario for both buyer and seller.