“I appreciate your work in evaluations, diligence and closing procedures for our acquisitions but most importantly, I appreciate the detailed attention and feedback you and your team give to our needs. ”

- Dennis E. Barnedt III, President and CEO, Access Information Management Corp.
 

Mergers & Acquisitions Advisory Services

M&A Expertise - from all sides of a transaction.

Broadly defined, our expertise in Mergers & Acquisition Advisory Services can help you buy or sell a business or division, develop value enhancing Exit Strategies, integrate an acquired business, or simply help you get through the process with a trusted advisor that understands the legal, financial and business issues that surround a transaction from the perspective of a genuine business person, not just an advisor. We can do the "deal" but will advise you if we believe the deal is not right for you. Our experience comes from years of advisory services combined with personal experience living through the process of buying or selling as a shareholder and executive. We know this is often the most significant and dynamic business experience you will ever have. We put ourselves in your shoes. We will help you get the most value for your business if you are selling or the best deal if you are buying.

  • Identify/Analyze/Define Market & Competitive Position
  • Develop and Implement Value Enhancing Exit Strategies
  • Prep Business for Sale or Purchase
  • Deal structure, Valuation & Pricing Strategies
  • Business Valuations
  • Package and Conduct the Sale of Your Business
  • Target/Prospect identification
  • Due Diligence and Preparation for Incoming Due Diligence
  • Creating and negotiating terms
  • Documentation Preparation, Buy/Sell Terms
  • Letters of Intent (LOI) negotiation and drafting
  • Assisting in the drafting of terms and documentation, Buy/Sell Agreements, etc.
  • Assisting in defining equity partner relationships, Buyouts of Equity Partners
  • Bringing on New Partners, partner buyouts and business "divorces"
  • Stock Option Plans
  • Debt & Equity Financing Assistance
  • Mediation and Facilitation
  • Integration Planning - After the Deal is Done
  • Finding Buyers and Sellers

Our expertise is first hand. We have personally been buyers and sellers; we have advised others on well over 200 transactions and have handled all aspects of the transaction ourselves. Ultimately, this expertise allows us to help you increase the value of your business, whether or not you ever plan to sell.

Note: We are not practicing CPAs or Attorneys and the services we offer do not require a public license. We are happy to work with your CPA, outside attorney or refer one to you. Our strategic partners include licensed tax preparers, CPA firms and experienced legal counsel.

6700 Koll Center Parkway, Suite 130,
Pleasanton, California 94566
Phone 925-484-2486; Fax 925-484-2958

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