FAQ

• Quality Financial Statements
• Written Operating and Training Procedures
• Formalized Vendor / Customer
• Relationships
• Excellent Facility / Website / Appearances
• One- and Five-Year Plans, minimally cover how to grow, future capital and personnel needs and a look at the competitive marketplace.

WE WILL HELP YOU EVERY STEP OF THE WAY.

NO ONE KNOWS WHAT THE FUTURE BRINGS. MANY THINGS CAN HAPPEN IN A BUSINESS SUCH AS:

• Health Issues
• Death
• Divorce
• Partnership Issues
• Burn-out
• Business grows too big
• No Successors
• Unplanned Retirement
• Many Others

Many business owners are so occupied with the operation and marketing of their business that preparing their business for an ultimate sale is neglected. It is always good to have a Succession Plan in place.

A Good Plan Discusses:

• Management team in place with skilled and loyal workforce?
• Sales growth trends and strength of sales backlog.
• Strong company culture and loyal customer base.
• Balanced and growing customer mix.
• Strength of the market position. Are there barriers to competitive entry?
• Strong products and services brand.
• Up-to-date technology with modern work-flow systems and processes.
• Solid vendor relationships (not handshake relationships!)
• Is there a written business plan?

WE KNOW SUCCESSION PLANNING.

LET US HELP YOU UNDERSTAND THE KEY FACTORS!

There are numerous valuation methodologies and many factors that must be considered. We use a proprietary, multiple methodology valuation system. The results are compared with industry standards, comparable businesses that have been sold and confidential data bases. Many people have theories about what a business is worth, with CBS you get the Facts!

WE KNOW BUYERS, WE KNOW SELLERS, AND WE KNOW VALUE!

We develop relationships with our Clients by preparing Business Valuations. WHY?

A Business Owner needs to understand how:

• The market values the business.
• To develop a Valuation Strategy for the Business.
• To increase the Business Value for the Future.

The First Step any M&A Advisor or Business Broker should take is preparation of a Business Valuation. Do not work with Advisors or Brokers who want You to sign a Long-Term Agreement and blindly agree with Your Valuation without doing Analysis.

WE HELP BUSINESS OWNERS UNDERSTAND THEIR CURRENT VALUE AND HOW TO BUILD VALUE FOR THE FUTURE.

The What and How of Business Value:

• Is the Business OK As-Is?
• Does the Business Need Internal Growth?
• Does the Business Need External Expansion?

WE KNOW THE VALUE DRIVERS WHICH TAKE BUSINESS VALUATIONS TO THE NEXT LEVEL!

While running a business, it is very difficult for an owner to deal with all of the activities of a business sale, including:

• Wide Publication of the Business Opportunity
• Offered to the general market
• Confidential Treatment of Information
• Generally smaller opportunities
• Marketing doesn’t identify the Business
• A Ceiling on the Price
• Fees are Standard
• Business Brokerage is limited in scope and service

BUSINESS OWNERS CAN’T MAINTAIN THEIR BUSINESS AND RUN A SALES TRANSACTION AT THE SAME TIME!

OUR COMMITMENT TO YOU!

We understand the absolute importance of keeping one’s intent to sell or buy a business confidential. Everyone gains from maintaining confidentiality. A breach of confidentiality can cause numerous problems.

We educate both Sellers and Buyers on how to maintain confidentiality and the WHY behind it. Buyers do not want to buy a compromised company, Sellers do not want their companies compromised and nobody wants their competitors to know what they are doing.

Our processes include blind mandates and client approval prior to launching any marketing campaigns or research.