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

 

 
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