This leading provider in website and e-commerce solutions partnered with a Private Investment Firm for a strategic investment, to help bolster growth for the company, it’s valued employees and create a known path forward for the founder.
Business Brokerage
Role of a Business Broker or M&A Advisor
An experienced Business Intermediary will help you achieve your Goals and Plans.
Advisor Value
What is the Role of a Business Broker?
A business broker plays a crucial role in facilitating a successful business sale. They appropriately price the business, find qualified, capable buyers, minimize time a business owner will spend managing the deal process, help negotiate fair terms. This is all done while maintaining confidentiality throughout the process. In our role as your exit planning and transaction advisor, our team at Exit Equity listens to your goals—and implements and advises the transaction accordingly.
Our execution can differ as we tailor our services to each client—though our brokerage and intermediary services support during all aspects of the transaction. Exit Equity has a proven, repeatable three-step process that we guide our sell-side clients through.
Phase 1
Initial Exit Planning
-
[ 01 ]
We help our clients decide if it’s time to ‘Hold and Grow’ or ‘Sell and Go.’
-
[ 02 ]
Our advisor team is comprised of educated, experienced, and certified business brokers that will evaluate the transactional readiness of your company and determine how much your business is worth.
-
[ 03 ]
In the first stages of our engagement, we will perform a Readiness Assessment, complete a Business Valuation that incorporates criteria relevant to potential acquirers.
-
[ 04 ]
We also provide a “net-to-you” during these initial discussions, which is important, so you know what net value you can expect from the sale of your most valuable asset.
-
[ 05 ]
With all data and information in hand, this is your time to decide if you are ready to sell (Sell & Go) or if you need to create more value within your company before you sell (Hold & Grow).
-
[ 06 ]
We strive to provide you all the data and guidance so you make the decision that’s right for you, at the right time.
Phase 2
Preparing The Company For Sale
-
[ 01 ]
In order to achieve the best result, it is imperative that the company be presented in the best possible way by highlighting value drivers unique to the business.
-
[ 02 ]
Preparation and packaging the business in order to emphasize the value drivers and unique features is an important function of Exit Equity.
Buyer Outreach
Going to Market
Exit Equity maintains a strong pre-qualified buyer pool and communicates monthly with all of them, which allows Exit Equity to make a buyer – seller match much faster than anyone in this market.
Exit Equity utilizes numerous Web sites to find interested parties for businesses. The most effective Web sites are operated exclusively for brokers through industry affiliations and are marketed to reach selected targets. We have built website scraping tools and bots to automate internet search for relevant companies and people who may be interested in buying your business.
Phase 3
Structuring The Deal and Completing The Transaction
In this third phase – we work to move from the Letter of Intent into a fully completed Purchase and Sale Agreement.
-
[ 01 ]
The LOI is serves as the base and guide for the final contract.
-
[ 02 ]
While the attorneys are creating these contracts, the buyer is conducting Due Diligence on the business.
-
[ 03 ]
What’s unqiue about Exit Equity is our team helps project manage and organize the data room to minimize time and churn.
-
[ 04 ]
Exit Equity is a business intermediary trained through formal education (requires 60 hours of continuing education classes per year) and practical experience in structuring business transactions and meeting the requirements of our clients. Without these skills, more deals fall apart than are actually consummated.
Transactions
Selection of Successful Transactions
Bruck Richards & ChaAfter 63 years executing notable audio projects in the Pacific Northwest, BRC is pleased to join Coffman Engineers–allowing Coffman to expand its offerings and company wide capabilities.
Uniforms never go out of style- Don’t Group Attire has been serving well-known clients for over seventy years! This established business creates top-quality uniforms, garments and other branded items for its business clients.
Proven Outcomes
The proof is in the pudding
Click here to connect with our team and we can share more about customers who have had great exits.
-
Phil brzytwa
M&A Intermediary
-
Keith rogstad
MBA, AVA · Business Valuation Analyst
-
Kara Gibson Brzytwa
MBA, CBI · Managing Principal
-
Corey Gregg
CBI, CM&AP · M&A Intermediary
-
Blake Foster
CVA · Certified Valuation Analyst
-
Heather schmidt
CEPA · M&A Advisor
