Preparation

It takes careful consideration before an entrepreneur decides to sell his business. This can be triggered by a succession that needs to be organised, the desire to find a new financial or strategic partner for the expansion of the company or simply the intention to turn the company into cash. In order to approach a sales project properly, and to adapt our approach and strategy to the specifics of the project, it is necessary to have a clear understanding of the issues and expectations.

A good preparation includes comprehensive asset planning by the seller as well as reviewing the legal structure, adjusting the transaction scope, preparing a business plan or optimising the financial presentation.

Identifying suitable investors

Every company has its own range of potential buyers. It depends on the size of the company, the industry and the respective business model.

It is therefore important to identify the most suitable counterparties among the various categories of investors (financial, strategic or private) to meet the quantitative or qualitative objectives of the sale.

In order to identify the most suitable investors at home or abroad, we use our network, our research capacities and our expertise in the relevant industries. To create optimal market conditions, a number of important aspects, such as confidentiality, need to be taken into account in order to determine the right number of investors to involve in the process, depending on their strategic interest, financial strength or proximity to the company. 

Sales documentation

The preparation of the sales documentation plays a key role in marketing and adding value to a business. They must contain the information appropriate to the stage of the discussions in order to ensure a smooth process, but without exposing the company. The sales documents presented to investors must be of impeccable quality, because it is the first impression that counts and gives investors a sense of seriousness.

We bring our experience to bear to highlight the company's strengths and prepare these documents together with the company managers to ensure that they contain all the relevant information.

Market contact

Interaction with investors requires a high degree of availability, flexibility, expertise and negotiation experience, regardless of whether the investors have experience with transactions or not. Ensuring a smooth liaison between the seller and investors is crucial in order to manage the emotional aspects of such a project and to jointly develop the best strategy for the company.

We therefore coordinate all discussions with the buyers, from the initial contact phase through the negotiation phase to the conclusion of the contract.

Coordination of due diligence

The due diligence phase is one of the most demanding phases of the sales process. It requires professional preparation and monitoring in order to meet the reporting standards required by qualified investors.

We prepare all the necessary documentation and answer the investors' questions to ensure the successful completion of this phase, thus maintaining the momentum of the process.

Negotiation and closing

We analyse and negotiate the detailed acquisition terms and advise the seller on the decision-making process. Our objective is to facilitate the transaction, to identify the best partner for the company and to negotiate the best terms for the shareholders.