M&A Process
WHAT ARE YOUR GOALS
As business owners and entrepreneurs ourselves, we understand that your business represents significant value and requires a thoughtful exit or succession strategy. At HarloKyn, we can help illustrate and quantify your strategic options:
Succession and exit planning
Full sale
Majority sale or recapitalization
Minority equity investment
Debt recapitalization
WHAT IS THE PROCESS
From start to finish (engagement to close), it is a process to sell your company which could take six to twelve months and can include:
Stage One: Finding the Right Advisor
Engaging an advisor
Preparing the company’s management, systems and financial reporting, including an audit and Quality of Earnings analysis.
Building the list of potential interested parties - strategic and / or financial buyers
Stage Two: Going to Market
Creating marketing materials, including a Teaser, Confidentiality Agreement, and Information Memo
Managing multiple parties’ due diligence processes and the overall screening of potential investors / buyers
Evaluating first-round indications of interest (IOI)
Optimizing the finalists’ binding letters of intent (LOI)
Identifying the “winner”
Stage Three: Closing the Deal
Drafting definitive documentation
Negotiation the Purchase Agreement
Closing and moving through post-sale transitions
HarloKyn can help identify the right path to choose with a low impact, high value assessment in getting started with the process of selling your business.
The Strategic Assessment.
Based on a high-level understanding of your business, industry, and your company’s financials, we develop an analysis of your market positioning and range of valuations based on, among other inputs, comparable companies and comparable transactions. After all, you should see how potential strategic partners will likely view your business.
Contact us today if you’d like to explore these options
