XPERIENTIAL GROUP is one of the industry leading merger & acquisition advisors providing transaction management to privately held and publicly traded businesses in sell-side transactions. We have managed transactions ranging from several million to more than $500MM dollars in value.
When it comes to a company sale or partial divestiture, every owner has personal and professional goals, and each serves a community of stakeholders whose interests matter. XG represents sellers of privately-held businesses and corporate clients seeking to divest an entire company, business unit or asset. Clients rely upon our ability to identify and communicate the underlying value drivers in the business, manage the sales process, understanding of the strategies of each potential buyer, management of due diligence; and expert negotiation. If a client is not positioned to realize maximum value for the business, we recommend steps an owner can take before going to market that can lead to a higher value in an eventual sale.
Selling a company is complex, time consuming and one of the most important decisions an owner will ever make. Most company owners have never gone through a company sale or partial divestiture, working with an advisor can add significant value to the eventual sale price. Our experienced team works closely with you to develop an exit strategy unique to your business and goals. Based on decades of experience, we leverage our proven methodology to initiate a successful sales process to maximize the value of a client’s business.
Understand and set realistic expectations for the selling price, timeline of process, terms, staff considerations, responsibilities, integration and post sale plans. Determine the type of sale that will realize the greatest value: auction, private limited sale or pre-emptive solicitation.
Determine a price range in the current market for the company with our proprietary model and industry benchmarks. The valuation methodology enables us to provide an accurate range of what sellers can expect when selling their business.
Analyze the company’s balance sheet, make suggestions to maximize value and resolve outstanding issues to avoid a negative impact on final sales price. Prepare company financial information in a format that buyers are used to reviewing, inline with industry standards and that best positions the company.
The confidential information memorandum (CIM) is a document presented to potential buyers and includes an in-depth overview of the company, executive summary, financials, projected growth, marketing, team overview, and the sellers’ objectives. This is the primary document that buyers will review to determine their interest in acquiring your business. We prepare this document in a format that buyers are accustomed to reviewing which conveys the value and potential of the business.
Our team will create a list of qualified, prospective buyers with our industry database, market analysis and input from the seller. Identifying buyers and determining if they are strategic or financial will maximize the sales price. Manage outreach process and communication with prospective buyers. Create and manage a seller dashboard that provides up to date status on buyer interest and next steps. Arranging management meetings and presentations to the buyer ensures your company is best positioned to the buyer.
We have extensive experience getting the best deal for sellers, our team excels at navigating complex negotiations to maximize the value of your company. Support negotiating the terms of the offer letter, letter of intent, purchase agreement, transaction terms and final sale price. Act as an intermediary throughout the due diligence process, provide guidance on managing your data room, advise the company on how to prepare the due diligence information requested from the buyer. Our team works closely with the seller’s attorneys, accountants and other stakeholders to resolve any outstanding issues, complete the process timely and realize a successful sale.
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