Pre-Marketing Stage
Analyze Data and Define Strategy (1-2 weeks)
- Understand business objectives
- Establish virtual data room
- Organize core financial/operational data
Develop Marketing Assets (3-4 weeks)
- Produce Confidential Information Memorandum (CIM)
- Create buyer list
- Create projections
Marketing Stage
Go to Market (4-6 weeks)
- Solicit buyers
- Execute NDAs
- Respond to buyer question
Vet Initial Offers (1 week)
- Receive initial indications of interest
- Determine buyers to move forward
Meet Potential Buyers (3-5 weeks)
- Hold management meetings
- Conduct site visits
- Provide additional due diligence
Narrow Buyer Pool (2 weeks)
- Review revised buyer offers
- Recommend buyer
- Negotiate & Execute Letters of Intent (LOI)
Prepare for Closing (8-10 weeks)
- Negotiate purchase and ancillary agreements
- Facilitate buyer due diligence
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