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(323) 951-1600
Published
Books
and Articles
A Business
Intermediary's Perspective,
a
chapter from
How to Value Your Business and Increase Its Potential, published by
McGraw-Hill
Ten
Ways to Increase Your Company's Market Value
CEO
Insights/CAI
Your
Association's Management Firm Was Sold...Don't Panic
CondoManagement
Magazine
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Banking Division:
Exit Strategies for Distressed Businesses |
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Representing sellers of businesses with troubled loans,
we maximize the economic outcome for banks and their
clients. Implementing operational improvements and
strategically selling businesses to achieve the highest
possible valuations, we help preserve loan principal,
reduce loan losses and prevent loans from being charged
off. In connection with SBA 7(a) loans, our successes
may preserve or enhance SBA performance ratios for PLP
and GP lenders.
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Highlights of a Past Transaction
Representing
the seller, we prepared the Information Memorandum and
strategically marketed the business to strategic and
financial buyers.
Secured
multiple offers and ultimately sold the business to a
financial buyer, resulting in a 13% higher price
compared to the second highest offer from a strategic
buyer. Plus, down payment and financing secured by real
estate covered the full purchase price compared to 78%
down payment, and 22% seller financing that was subject
to performance post-acquisition.
Marketed the
firm confidentially, inspired confidence among buyers
and set it up for a successful acquisition. Since the
acquisition in 2007, the buyer significantly increased
revenue and earnings. |
Expertise to setup transactions for successful outcomes…
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prepare fair market valuations.
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identify financial and operational improvements to
optimize earnings and boost valuations.
- assess
customer contracts in connection with their impact
on valuation, marketing and business transfers.
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research and identify local, regional and national
strategic buyers.
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prepare Information Memorandums including adjusted
Income statements.
- launch
highly effective transparent sales process designed
to show stockholders and lenders that appropriate
due-diligence was done to achieve the maximum
valuation.
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maintain confidentially.
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Leadership abilities to execute and achieve outstanding
results…
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complete asset sale transactions within a narrow
time-frame.
- timely
procure financial and strategic buyers.
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orchestrate marketing to increase the chances of
generating multiple offers.
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persuade buyers and inspire confidence in clients’
businesses.
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utilize appropriate negotiation techniques to
maximize price and terms.
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effectively educate and lead CEOs, buyers, and their
CPAs and legal council through the transaction and
closing process.
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establish rigorous closing schedule to complete
transactions in a timely fashion.
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Operational skills to optimize revenue and earnings…
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optimize staffing requirements in connection with
its impact on earnings.
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develop effective and economical marketing and sales
campaigns.
- train
management and the sales force to use Salesforce.com
to manage and improve sales productivity and
results.
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