Transaction Consulting
For business owners who have been approached by potential buyers.
Selling your business is a pivotal moment - one that will shape your financial future for years to come. With so much at stake, you can't afford to navigate this complex process alone.
You are busy running your business, with only distant thoughts about selling it.
The phone rings and someone (who sounds legitimate) wants to talk to you about buying your business.
Or
Someone in your industry makes you an offer. You know them, you know they have deep pockets, and you can see a good fit with them.
What do you do?
- Stop and make sure appropriate confidentiality agreements are in place before sharing anything.
- Question why they have chosen you. How you fit into their future.
- Share just enough information to get them to make their best offer.
- Discern if their offer is at or above market and, if so, if it will get you to your personal financial goals.
- Negotiate from a position of strength to get what you need and what you deserve.
But please don't do this alone.
Find someone with decades of M&A experience to help. Like these people did (below) ...
What Others Say
”
The fact that we had an American buyer owned by a British Holding Company certainly added a layer of complexity. However, that did not seem to faze you and I appreciate that you were able to navigate the nuances of having buyer interests in two continents simultaneously.
- Eric J. Former Business Owner
”
I have some truly unbelievable news: Silver Knights has joined the Play Magnus Group! This company was founded by none other than Magnus Carlsen of Norway, the World Chess Champion!
- Adam W. Former Business Owner and National Chess Master
”
We entered the process knowing very little about what to expect or how the process would go, and Matt educated us and guided us through every step along the way. We encountered obstacles, but Matt demonstrated his extensive experience by navigating us successfully through every challenge. He was patient yet persistent and managed all negotiations with the buyer skillfully.
- Gerry C. - Former Business Owner
Formation's consulting offerings (below) are not for owners who want to prepare for a sale. *
No, Formations two consulting offerings are only for business owners who find themselves "in the game". The buyer is on to you. There is no time to prepare. It is time for to fish or cut bait.
*Please note that we offer the M&A Mastery Program for business owners who want to prepare properly for a sale someday. A program which includes 10 hours of free consulting.
Click here to learn more about the M&A Mastery ProgramTransaction Consulting Options
Option 1
6-Week Consulting Agreement (usually how long it takes to get an initial offer into an agreement of sale)
For business owners who have been approached by potential buyers
Investment: $7,500
How It Works:
- Six weeks unlimited one-on-one consulting
- Address the opportunity at hand
- Review of all communications from potential buyer
- Strategic guidance on negotiating tactics and deal terms
- Hands-on support through due diligence and closing
Option 2
10-Hour Block of Consulting – the minimum amount of time I will need to learn about you and your buyer
For business owners who have been approached by potential buyers
Investment: $4,500
How It Works:
- 10 hours of on-demand consulting, to be used as needed
- In-depth review of your company and the buyer. Fit assessment.
- Detailed review of offers (verbal or written) and the development of a negotiating strategy
- Answers to your most pressing M&A questions when you need them
If you think we might be what you need but you aren't sure.
Or
If you need some advice just to figure out if what you need. Let's talk.
Completely confidential. No cost. Just book the link below and pick a time that works for you.
Talk soon, Matt
Book a Confidential Call
