Strategic Financial Group analyzes your company's strengths, assets, financial performance, hidden value drivers and growth projections. Our proprietary databases enable us to analyze purchase price comparisons of completed business sales in the appropriate industry.  By identifying multiple potential synergistic industry buyers who see the strategic advantages in the acquisition, and managing the confidential auction, we can often achieve a significantly higher price then might otherwise be expected .

Proper interpretation and presentation of financial, marketing and operational information is a crucial step in presenting your business to achieve maximum value. We will perform a "re-casting" analysis of your financial records to uncover the potential value of the business in a buyer's hands. Proper presentation of your business's financial information adds substantial value.  Most M&A buyers acquire businesses for either synergistic or growth reasons, and so it is critical to effectively present the operational performance as well as growth opportunities of the business. 

Strategic Financial Group may arrange for an independent valuation of the seller's business and/or assets by  experienced and accredited valuation specialists. This is only a starting point in identifying the range of a likely sale price. The ultimate value is the price that can be achieved in a well-managed comprehensive marketing campaign designed to highlight your business, its value, and its growth potential.

Strategic Financial Group utilizes its proprietary information sources to identify the appropriate synergistic buyers. Our strategic buyer identification process includes U.S. and International Companies as well as Private Investment Groups, Private Equity Groups, Hedge Funds, Angels, Venture Capital firms and Aggregators. Our research results will be reviewed with you prior to initiating contact. This review process allows you the opportunity to withdraw any buyer profiles with potential conflicts.

Potential buyers are approached with a "blind profile" that provides only general information that does not disclose the seller directly or indirectly. Identification of the seller will only be done after the buyer has been vetted and has executed the appropriate Confidentiality and Non-Disclosure Agreements.

Sellers are likely to achieve a substantially better financial package when negotiating through a professional intermediary that has experience in this type of matter. During the negotiation phase, we will likely be dealing with multiple potential buyers thereby increasing our client's options and leverage. The sense of competition in the negotiation stage typically serves to enhance the offer price. Strategic Financial Group's professional specialists allow the client to remain at arms length during the negotiation process, while still maintaining complete control. Our ability to follow up with and manage the expectations as a third party is the best way avoid compromising your negotiating position.

The sale of a business provides you with a variety of financial opportunities. The final purchase price is only one component of the overall result. Strategic Financial Group's experience in hundreds of transactions with a wide range of buyers gives us the negotiating edge. Strategic Financial Group takes into account all of the elements of the financial transaction, including: Stock sale versus asset sale; initial investment; terms and interest rate on notes; liabilities assumed by the acquirer; transfer and negotiation of leases; employment contracts; intellectual property licensing; consulting agreements; non-compete agreements; current assets retained by the seller; potential earn-outs; continuation of fringe benefits; stock ownership retention and other pertinent details. The total financial package negotiated on behalf of our clients is the true measure of our value-added service.

Financial and operational representations are made during the sale process. Potential acquirers rely upon these representations when determining the viability and the value of a business. If these are not adequately and clearly substantiated during Due Diligence, the transaction could be jeopardized. Our experience and involvement in due diligence projects enables us to anticipate the information the acquirer and their professionals will be analyzing. Our advanced preparation maximizes the probability that the process will be short and successful.

Numerous agreements must be negotiated and the efforts of multiple parties must be coordinated. Strategic Financial Group works with a client's legal and accounting team to orchestrate a Definitive Purchase Agreement that reflects all details of the transaction. Strategic Financial Group plays a key role in ensuring that this process is properly managed to avoid jeopardizing the transaction. In most instances our involvement in this stage can save you thousands of dollars in potentially excessive professional fees.

This is the point at which you are assured that you have realized your goal. The transition involves a period of cooperation in which you may be required to assist the acquirer in effectuating a seamless transition. This includes transfer of key relationships and proprietary information needed to successfully operate the business.