Step4:
Package the Company for Sale

At this stage, you have:

• defined your objectives
• recast your financial statements
• obtained a "true" market value of your business

You are now ready to package your company for sale.
What does this mean?

1. First, we prepare our Confidential Offering Memorandum report. This report includes the history of the business, financial statements, marketing materials, and the management's view of the future.
   
   The Confidential Memorandum will be shared with qualified buyers. The report is professionally presented and summarized.
   
   
2. We prepare a standardized section of the Memorandum report and list it on our network of nationwide broker affiliates who can access, study, understand, and promote your business to their network of interested buyers.
   
   
3. Next, we will include in our Memorandum report a Marketing and Sales Strategy report. These are recommendations and opinions of the most effective way to market your business. We will discuss marketing options to identify potential local, regional and national buyers.
   
   
4. We will illustrate the process we take to present your business to potential buyers. You must be comfortable with the confidentiality process we impose on ourselves to keep your information safe and private.
   
   

Once we prepare this package, we are ready to talk to buyers.