
THE WINNING PROCESS TO
SELL YOUR BUSINESS
Every client of ours has unique needs that require an M&A Advisor who not only understands their vision, but also excels at bringing that vision to life.
Our 9-Step Business Selling Process
1. Initial Consultation
By knowing your aspirations, we can better navigate the selling process to secure the best possible outcome for you.
Our first meeting is all about you. We take the time to understand your story, your business, and your goals after selling. This personal approach allows us to tailor our strategy to your unique needs, ensuring that the timing and the structure of the sale align with your vision and objectives.
2. Business Valuation
Our strategic approach maximizes your opportunities and ensures you secure the best possible deal
Accurate business valuation is crucial. Undervaluing can lead to significant financial loss, while overvaluing can deter potential buyers. At Kingston Investments, we know the sweet spot to attract numerous buyers. Our expertise allows us to create a competitive auction environment, often leading to a sale above the initial valuation.
3. Creation Of Promotional Documents
Our expert promotional strategies ensure your business attracts the right buyers and maximizes its market appeal.
Potential purchasers pay for the future potential of a business, not just its past performance. At Kingston Investments, we excel at identifying and highlighting that potential and vision, showcasing what makes your business stand out. We guarantee to generate significant interest by first creating a blind teaser to spark curiosity, followed by a comprehensive Confidential Information Memorandum (CIM) that provides in-depth insights.
4. Marketing The Business
Our extensive network and targeted approach maximizes your opportunities for a successful sale.
We leverage one of the largest databases and networks of prospective buyers to give you the best chance at receiving multiple competitive offers. Kingston Investments conducts an effective marketing campaign, reaching out to private equity groups, strategic and individual buyers.
5. Screening Prospective Buyers
We make sure that only best-suited candidates move forward, protecting your interests and maximizing the success of the sale.
Confidentiality is crucial when selling a business to protect its operations and value. Unlike many others, we rigorously qualify buyers to ensure they are serious and capable. We assess their industry experience, willingness to be a business owner, and financial capability to fund the transaction. Additionally, we ensure potential buyers align with your goals and preferences discussed during our initial consultation.
6. Management Meetings
We train our clients on the best strategies to generate excitement and confidence from the purchasing party, ensuring a positive and impactful interaction.
You are the reason your business is successful! That is why potential buyers will want to meet with you to get more information and have their questions and concerns addressed. They also want to meet the management team that helped you achieve success. This is a crucial step to get absolutely right, as it shows the enthusiasm about where the business is heading.
7. Negotiating Transaction Agreements
We review the incoming offers and expertly negotiate terms to align with your goals.
The Letter of Intent (LOI), or Conditional Purchase Offer, is where the buyer and seller agree on the major parameters of the deal. We facilitate discussions to address immediate questions and ensure smooth communication. We assess the buyer’s financial capabilities by reviewing their financial summaries and credit reports. We also coordinate meetings at your company’s location to give buyers a firsthand look at the business. Additionally, we suggest support advisors, review offers, draft counter offers with legal counsel, and provide strategic advice.
8. Conducting Due Diligence
Our Team compiles Due Diligence Checklists and assists our clients in submitting the required documents to the buyer.
The Due Diligence period consists typically of 3 to 6 weeks in which the buyer is allowed controlled access to the business and its records to ensure that the financial and other data provided is accurate and that the value of the business is as previously represented. Our team also arranges and manages data rooms and ensures our clients have all the necessary documents to close the transaction.
9. Closing the Transaction
Our team supports the seller by reviewing closing documents and coordinating the transition period.
At the time that the two parties have agreed on a definitive asset or share purchase agreement and the Due Diligence has been completed, it is time for the parties’ lawyers to lay the groundwork for the transfer of the business between the seller and the purchaser.
