The WCI Approach
Preparation and Planning
- Understanding your business and goals
- Positioning before the sale
- Educate and guide owners through the sales process and agreements
Development and Analysis
- Perform due diligence
- Prepare company and market analysis
- Prepare confidential information memorandum (CIM)
- Prepare financial analysis
Marketing & Bid Solicitation
- Design a sales strategy
- Secure confidentiality agreements
- Distribute CIM
- Manage buyer responses
Negotiating
- Evaluate and rank bids
- Stimulate pricing
- Review bids with the owners
- Negotiate and execute letter of intent
- Manage due diligence
Closing
- Negotiate agreements and contracts
- Assist through transition
- Conduct post-sale accounting wrap-up
Pre-Sale Positioning
A positive selling experience is dependent upon effective pre-sale tuning of your business; we know how.
After hiring a qualified advisor, one of the most important and overlooked moves you can make that directly impacts the ultimate price received for your business is pre-sale positioning.
Selling Considerations
- Your objectives and priorities
- Market conditions
- Credit market considerations
- Historically high multiples
- Higher sales proceeds through advisor-assisted sales process
- Structure/Price/Value/After-tax Proceeds
- Timing
- Sales agreement terms and conditions
- Tax considerations
- Non-competition agreements
- Employees
- Real estate considerations
- Transition