Prior to introducing a business to the market, we carefully analyze its value by leveraging market-based techniques, researching the industry, and examining industry sales comparable data. Obtaining an accurate value assessment is essential to make the best-informed decision about how and when to sell. In this initial stage, we may also suggest strategies to enhance its value.
Once we learn the intricacies of your business, we develop a tailored plan to help you achieve your goals. We conduct initial interviews to understand challenges and value drivers. We strive to collaborate with tax, legal, and financial planning advisors to tackle crucial issues and maximize after-tax proceeds.
The process of selling a business involves numerous stages, and two factors that can hinder the transaction are time and surprises. We take charge of the sale and related tasks, reducing impediments and allowing you to focus on running your business. Our aim is to identify challenges in advance and proactively address them to prevent the transaction from derailing.
Our marketing program aims to reach buyers while protecting your identity. It begins with a 30 to 50-page Confidential Information Memorandum (CIM) that highlights vital aspects of the business such as value drivers, competitive advantages, operational summary, key management, customer/market/financial analysis, etc. A solid CIM is essential for a good first impression and better results.
Our expertise lies in marketing your business to potential buyers while maintaining confidentiality. For some, we believe a wider pool of buyers increases the chance of finding the perfect match. For others, we utilize a targeted approach to specific industry or private equity buyers using our extensive databases. This proactive approach saves time and effort while ensuring we reach the best buyers.
Before sharing any confidential information, we screen potential buyers to evaluate their financial and operational capacity. The purpose of this initial screening is to verify that the buyer has sincere intentions and is capable of carrying out the purchase.
Confidentiality breaches can harm business relationships, affecting a company’s position and value. To prevent this, we require prospective buyers to sign a confidentiality agreement before releasing sensitive information. This agreement prohibits them from sharing information or using it for evaluation purposes only.
We provide representation during negotiations to secure the most favorable price and deal terms that align your goals and objectives. Our advisors are skilled negotiators with expertise in negotiation tactics and dynamics. Our focus is on maximizing the price and obtaining the best possible terms on behalf of our clients.
Our clients are experts in their respective businesses yet lack the expertise to maximize their selling potential. Keystone is experienced in handling any potential issues that arise during the sale process. We conduct extensive due diligence upfront to prevent any problems before they become “deal killers.”
Research shows that only 20% to 30% of businesses that go to market end up selling. We are proud of our closing rate of over 90%. Our approach involves a rigorous client selection process and limited engagements to provide sufficient time for each project. We adhere to a strict timeline with our top priority being integrity and ensuring a successful deal.
What We Do For You
Prior to introducing a business to the market, we carefully analyze its value by leveraging market-based techniques, researching the industry, and examining industry sales comparable data. Obtaining an accurate value assessment is essential to make the best-informed decision about how and when to sell. In this initial stage, we may also suggest strategies to enhance its value.
Once we learn the intricacies of your business, we develop a tailored plan to help you achieve your goals. We conduct initial interviews to understand challenges and value drivers. We strive to collaborate with tax, legal, and financial planning advisors to tackle crucial issues and maximize after-tax proceeds.
The process of selling a business involves numerous stages, and two factors that can hinder the transaction are time and surprises. We take charge of the sale and related tasks, reducing impediments and allowing you to focus on running your business. Our aim is to identify challenges in advance and proactively address them to prevent the transaction from derailing.
Our marketing program aims to reach buyers while protecting your identity. It begins with a 30 to 50-page Confidential Information Memorandum (CIM) that highlights vital aspects of the business such as value drivers, competitive advantages, operational summary, key management, customer/market/financial analysis, etc. A solid CIM is essential for a good first impression and better results.
Our expertise lies in marketing your business to potential buyers while maintaining confidentiality. For some, we believe a wider pool of buyers increases the chance of finding the perfect match. For others, we utilize a targeted approach to specific industry or private equity buyers using our extensive databases. This proactive approach saves time and effort while ensuring we reach the best buyers.
Before sharing any confidential information, we screen potential buyers to evaluate their financial and operational capacity. The purpose of this initial screening is to verify that the buyer has sincere intentions and is capable of carrying out the purchase.
Confidentiality breaches can harm business relationships, affecting a company’s position and value. To prevent this, we require prospective buyers to sign a confidentiality agreement before releasing sensitive information. This agreement prohibits them from sharing information or using it for evaluation purposes only.
We provide representation during negotiations to secure the most favorable price and deal terms that align your goals and objectives. Our advisors are skilled negotiators with expertise in negotiation tactics and dynamics. Our focus is on maximizing the price and obtaining the best possible terms on behalf of our clients.
Our clients are experts in their respective businesses yet lack the expertise to maximize their selling potential. Keystone is experienced in handling any potential issues that arise during the sale process. We conduct extensive due diligence upfront to prevent any problems before they become “deal killers.”
Research shows that only 20% to 30% of businesses that go to market end up selling. We are proud of our closing rate of over 90%. Our approach involves a rigorous client selection process and limited engagements to provide sufficient time for each project. We adhere to a strict timeline with our top priority being integrity and ensuring a successful deal.
