Transaction Advisory Services for Business Owners

Assessment and Planning Processes

Exit Opportunity Review   &  Transition Readiness AnalysisTM

BMA's proprietary assessment process reviews your company, the marketplace, and your specific goals and concerns. It is a powerful tool for you, your Advisors, and other shareholders to utilize in making informed and intelligent decisions regarding the future and potential sale of the company. Items ranging from financial performance, management, market conditions, and owner's personal and professional goals are addressed. 

Once your position in the current M&A landscape is clear you will have the vital information needed to make a smart decision about the timing and means of your exit from your business.

Transactional Services

Marketplace Strategy & Confidential Business Profile

• Once a decision is reach to enter the marketplace an extensive Confidential Business Profile (CBP) is developed. Potential and likely buyers are researched, compiled, and ranked. Additional support material is developed and a marketplace strategy is formulated to search out and identify the best buyers for the company.

Buyer Search/Solicitation/Qualification, Negotiations, & Deal Analysis

• In this stage the business is positioned in the marketplace
• Buyer candidates are contacted confidentially, Confidentiality Agreements Executed
• Management meetings, business tours, and presentations
• Determine interest and offers are sought and negotiated to agreement

Transaction Management

• Due diligence assistance and coordination, Virtual Deal Room Management
• Advisor coordination, Purchase Agreements, Contracts, and Adjustments
• Successful Transaction Closing

Consulting Services

• Exit Planning
• Financial Performance Analysis and Reports
• Value Enhancement
• Negotiation, Transaction Analysis, & Due Diligence Assistance
• Transaction Structuring