About Alliance
Franchisee
Contact
 
 
 

 


 

 

Buying a Company

 

Our commitment to remaining independent from any investment or lending affiliates ensures that we deliver unbiased guidance. It also promotes maximum competition among lending sources, helping to fully leverage value for our clients. Buying a business is a complex process that requires researching and identifying acquisition prospects, initiating conversations, and recommending strategies for making an offer.

 Depending on your needs, we serve to identify, screen, and start conversations with potential acquisition targets. Whether your goal is to acquire new technology, capabilities, or customer relationships, or to expand your geographic presence, product lines, or service offerings, we will help you make the most of your investment.

Phase 1
Creation of Buying Strategy

  • Establish goals and objectives, development and formulation of acquisition strategies
  • Assessing the company’s strengths and weaknesses
  • Prepare confidential "deal book"; confidential information and buying memoranda

Phase 2
Identification & Acquisition Search

  • Planning  & Finalize strategy for buying (approach and plan)
  • Develop filter criteria
  • Identifying potential acquisition targets (including companies not on the market)
  • Screening and initiating confidential discussions with potential sellers

Phase 3
Negotiation

  • Review & make offers
  • Manage key relationships
  • Address critical non-financial issues
  • Provide Letter of Intent

Phase 4
Transition

  • Work with counsel to develop definitive purchase agreement
  • Facilitate close of open issues between parties
  • Advise seller or buyer on issues
  • Close the deal