SMG’s services include the following:

Valuations

• Initial meeting with client to understand the business
• Analysis of business operations and future plans
• Analysis of historical and proforma financial statements
• Analysis of the industry and competitors
• Valuation using a variety of techniques, such as Discounted Cash Flow, comparison with public companies and analysis of resent transactions
• Presentation of business valuation analysis and report to management or ownership
• Presentation of strategic options available to management

Buy-side Advisory

• Analysis of industry climate and strategic business opportunities
• Develop acquisition criteria jointly with management
• Identify potential acquisition candidates
• Present and select options and strategies for acquisition program
• Prepare marketing materials
• Contact selected acquisition candidates
• Arrange on-site visits
• Conclude the transaction

Sell-side Advisory

• All services included under valuation, if requested by management
• Prepare confidential selling memorandum and company profile
• Prepare list of potential buyers
• Contact potential buyers and sign confidentiality agreements
• Make presentations to buyers showing initial interest
• Solicit letter of interest from interested buyers
• Create a limited auction among interested buyers
• Enter exclusive negotiations with selected buyer
• Negotiate the terms of the deal
• Close the transaction