01.
Business Appraisal
► A broad view of your entire business well beyond understanding EBITA.
► Profit Margins, Cash Flow. Balance Sheet improvements.
► Business Productivity and Efficiency Improvement.
► Balance of Revenue by Customer - or - Customer by Category.
02.
Business Valuation
► EBITA Analysis.
► Revenue Margin and Profitability Trend Analysis.
► Probability of growth
► Percent of business vs Percent of customers.
► Ratio Analysis – Productivity, revenue per employee, per route, customer, etc.
► Market Factors effecting sell price and terms.
03.
Deal Terms and Conditions
► How to maximize the most after tax dollars.
► Target Buyers – Profile: A strategic –vs- Financial
► Use of Legal Assistance in the process.
04.
How to Handle Key People During Transaction
► During and after close.
