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Business Valuations Can Create Value, Not Just Report It!
October 23, 2018 / in Business Valuation, Exit Planning / by Jim Leonhard
I recently completed a valuation engagement for two shareholders of a California manufacturing company who were going through a buy-sell transaction. After the sale, the buying shareholder called to tell me how my valuation report gave him the confidence he needed to complete the purchase, take on debt, and revamp the company’s business plan. Besides making my day, his call made me think about why almost every business owner can benefit from a valuation. When …
A Lease Can Make or Break a Business Deal
October 12, 2018 / in Exit Planning / by Don Ross
The transferability of a commercial property lease can have a direct impact on the potential sale of a brick and mortar business enterprise. Most commercial leases contain restrictions on the tenant’s power to freely transfer or assign the interest in a lease. These restrictions are necessary for the protection of the landlord, providing assurance that any successor of the business and the lease has the financial and legal wherewithal to pay the rent. In rare …
Why You Should Know the True Value of your Business
October 5, 2018 / in Business Valuation / by Exit Strategies
The most common time to know the value of your business is when businesses are sold and ownership changes hands. As an owner, you might be retiring from business due to failing health, divorce, or other family changes and you want to know the value of your business to get a fair price. Another motive might be that you have to raise debt or equity financing to meet sudden cash flow requirements or expansion. In …
Does Your M&A Advisor have a Stamp of Approval?
September 16, 2018 / in Sell a Business / by Adam Wiskind
When choosing a business broker, M&A advisor, investment banker or transaction intermediary to sell your company it’s wise to consider their professional designations. Having one or more designations from the right professional organization provides validation that the individual is committed to his or her craft and has sufficient experience to manage a complex sale transaction. For California brokers that sell main street businesses and businesses at the very low end of the middle-market (say up to …
August 21st Seminar: How and When to Exit Your Business for Maximum Value
July 19, 2018 / in Exit Planning, News, Sell a Business / by Al Statz
Are you considering retirement or exiting ownership and wondering if you’re going about it the best way? Will your business sell for maximum value? Please join us for an exclusive, limited-seating breakfast seminar in Roseville on Tuesday August 21, 2018 for business owners contemplating their exit. Learn the ins and outs of successful exit strategies and how to maximize value when you sell. This free, educational seminar is sponsored by Exit Strategies Group and Exchange …
The Skinny on Valuation Report Options
June 27, 2018 / in Business Valuation / by Al Statz
Users of valuation services should know the most common types of business valuation reports: Detailed, Summary and Calculation of Value reports.* Detailed and Summary Valuation Reports Detailed and Summary valuation reports can only result from a full valuation analysis, not a limited scope analysis. A Summary report covers the same topics as a Detailed report but in less detail. Both sufficiently document the facts, data and information relied upon and the assumptions and analyses made, …
Avoid These 6 Common Deal Breakers in the Business Sale Process
June 20, 2018 / in Exit Planning, Sell a Business / by Adam Wiskind
Finding a willing buyer for your business is worth celebrating, briefly. In my experience, a majority of owner-negotiated “deals” fall apart before reaching the closing table. In this post I will discuss several common deal breakers that I’ve seen, mostly involving differing expectations and poor preparation, and how you can avoid them. But first I want to be sure you know what a Letter of Intent (LOI) is. An LOI is a non-binding agreement between …
Go on Vacation … An exit strategy for small business owners
June 13, 2018 / in Exit Planning, Sell a Business / by Roy Martinez
Do you plan to sell your business in 1-3 years? 3-5 years? 5-10 years? If so, here’s a simple preparedness test. Take a vacation! Ask yourself, “What would happen to my business if I left for a 3-week vacation?” Some scenarios: Business grinds to a halt. Since you do most of the work yourself, when you take a vacation sales drop 50% or more. Outbound selling stops. Like many business owners, you are the main …
Exit Strategies Advises on Sale of Valley Inventory Services, California’s Leading Inventory Services Provider
June 8, 2018 / in News, Sell a Business / by Al Statz
Exit Strategies Group acted as exclusive advisor to Valley Inventory Service, Inc. on its recent sale to private investors. Terms of sale will not be disclosed. Founded in 1972, VIS is the leading regional physical inventory service provider in California. VIS serves supermarkets, retail stores, pharmacies, distribution centers, wineries and manufacturers in the Western U.S. Using state of the art data collection hardware and software, VIS tailors its services to meet the timing and reporting …
Recent Changes to the SBA 7(a) Loan Program for Business Acquisition Financing
May 23, 2018 / in Acquire a Business / by Louis Cionci
SBA 7(a) loans are a popular type of financing for small business acquisitions. These loans go up to $5,000,000 and can be used to buy a business, real estate or equipment. Several changes to the SBA 7(a) program became effective in 2018 that are worth noting. Some of those changes include: Lower down payment. Required down payment has been reduced from 25% of the purchase price to 10% of the project cost (project cost = …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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