Bay Business Advisors specializes in the sale of small and middle market businesses in the IT, government and B2B service sectors. We use a sale process model which has been refined by Bay Business Advisors through many transactions.
Our sale process focuses on substantial research and preparation prior to going out to market, allowing our clients to maintain strict confidentiality and focus on the potential buyers most likely to maximize business value.
When appropriate, and to get the best results for our clients, we consult with a team of advisors including attorneys, CPAs and industry professionals whom we have relied on through numerous transactions to provide additional insight into the sale process for our clients.
Our sale process model is organized around three phases: Preparation, Marketing, and Due Diligence/Closing. The summary below outlines the key services which Bay Business Advisors provides in each phase.
| Strategy and Preparation |
- Review shareholder objectives
- Review sequencing and timing
- Confirmatory due diligence
- Develop positioning strategy
- Prepare confidential review
- Finalize prospective buyers list
|
| Marketing |
- Contact prospective buyers
- Distribute information memorandum to interested parties
- Evaluate proposals
|
| Due Diligence and Closing |
- Select final candidates
- Negotiate transaction
- Execute contract
- Closing
|
See also:
Capabilities --> Acquisition Search Services
Capabilities --> Exit Strategy and Company Positioning
|
