Seller Services

Sunbelt Mergers & Acquisitions’ professionals use a proven methodology to manage the process of selling their clients' businesses. The following paragraphs provide a general outline of the process. Your Sunbelt team can provide additional details and modify the process to best meet your specific circumstances.

Engage Sunbelt - Your Sunbelt engagement team will provide you with an agreement to clearly document the terms of the client arrangement (commonly referred to as the engagement agreement). This agreement will address a number of issues including fees, exclusive representation for a specific period of time, confidentiality and other relevant disclosure issues.

Analyze and Prepare Operations - As a first step in the sales process, we encourage all clients to critically evaluate their business operations, identity opportunities for short and long-term improvements as well as competitive challenges that will be of interest to prospective buyers.

Perform a Valuation of the Business – Using proprietary evaluation methodologies we will perform a valuation of the business to determine the most probable selling price for the business. This valuation is confidential and is only for the benefit of the client.

Preparation of an Offering Memorandum and a Confidential Profile - We will prepare an Offering Memorandum that highlights the client’s business. This offering memorandum summaries the opportunity, the market, operations, products and services and financial performance. We will also prepare a Confidential Profile to be used to market the client’s company without identifying the client.

Developing a Marketing Plan - In conjunction with the preparation of the Offering Memorandum, our engagement team will work with your management team to formulate a marketing plan, including defining the marketing process and establishing timelines. he marketing plan will be customized to fit the client’s particular circumstances.

Identify and Contact Prospective Strategic or Financial Acquirers - Depending upon the nature, size and value of your business, the potential acquirer could be a competitor, private equity group, foreign companies or local investors. We will develop a list of prospective strategic or financial acquirers and contact them on confidential basis to determine interest. The client’s identity is not revealed at this point.

Develop Expressions of Interest - Prospective acquirers who express interest will be required to sign a Non Disclosure Agreement prior to receiving any information that identifies the client. Our engagement team works closely with these potential acquirers to determine their level of interest, resources and capability to consummate eventually consummate the acquisition.

Facilitate Potential Acquirer’s Due Diligence - A limited number of prospective acquirers will be given the opportunity to visit your facilities and conduct due diligence. This process typically entails meeting with designated members of management, reviewing selected financial information and gathering other relevant information.

Assist Clients and Clients' Professional Advisors with Evaluation of Offers - The goal for any transaction should be to maximize the client’s after-tax sales proceeds. Accordingly, we encourage clients to involve their legal and financial advisors in the process as soon as is reasonably possible so that tax planning strategies and other important transaction structuring issues can be thoroughly considered and addressed before proceeding in negotiations with prospective acquirers.

Assist Clients' Professional Advisors with Documentation of Preparation - The client's and the acquirer's attorneys will be responsible for the drafting and negotiation of the sales agreement and related documents. Our engagement team will assist with your document compilation and review process.

Facilitate Timely Closing and Assist with Post Closing Issues - Sunbelt will work with the client and the acquirer’s transaction teams (management and professional advisors) to resolve any open issues and consummate the transaction in a timely fashion.

For a confidential, no obligation discussion about how to put our 300 office network to work for you, contact please contact Greg Kells, Chariman of Sunbelt Canada Mergers & Acquisitions.