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Your Business Valuation and MergerMENTOR
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Professional Ownership Transfer Services
(The Help YOU Need to Successfully
Buy or Sell
a Mid-Sized Business)
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"The reason so many individuals fail to achieve their goals in life is that they never really set them in the first place." Dennis Waitley
Selling YOUR business or buying another business is no different than any other new, complex task. To be successful, you must set your goals and continuously work toward them in an effective manner. We can provide the professional expertise to help prepare your business for sale and market it to get the very best results. Or we can help your company grow through acquisition to achieve your objectives.
Management Services & Development, Ltd. is a leader in serving the needs of closely-held, mid-sized businesses. We help our clients create the greatest possible set of ownership transfer options, and assist them with all of the services required for the timely, successful completion of the merger and acquisition process. Because each client is unique, we provide the personal attention and customer-oriented approach that can only be delivered by a local firm. This individualized approach is coupled with our ability to deliver advantages to each client with our knowledge of and access to global markets through our association with the M & A Source.
We can act as a company's Merger and Acquisition Department for owners who want to buy or sell closely-held businesses valued at $1 to $30 million. Our professional services include:
Market Research and Analysis
Valuation and Value Planning
Confidential Information Document Preparation
Identification of Synergistic Candidates
Confidential Marketing of the Business
Primary Negotiations
Deal Structuring
Letter of Intent Development
Due Diligence Support
Definitive Agreement Negotiations
Closing Support
Our experienced staff provides guidance in business growth, helps identify “value drivers” that affect business value, and regularly consults on “value planning”. Our ultimate objective is to assist owners in complete transactions, quickly and quietly, in the time that meets their personal and financial goals. It is always advantageous for us to begin consulting with a business owner well in advance of any decision to seek an acquisition or any other ownership transfer.
Confidential consulting services are provided for strategic planning, turnarounds, new ventures, evaluation, restructuring, and negotiations. We also offer "al la carte" M&A advisory services to business owners who have identified merger or acquisition prospects. Our rational, studied approach is the key to avoiding problems and to creating value for our clients.
In all cases, you, the BUSINESS OWNER, remain in charge of the transaction. We act as your quarterback. We call the plays in a preplanned manner and get the service you must have from your entire merger & acquisition team. This is accomplished through effective planning, regular meetings, and efficient communications.
When we are engaged to do a job for you, you will not have to be or should you be involved in the many detailed steps necessary to secure the results you want. Your focus should be on what you do best...managing the business. Nothing can hurt the M & A process quicker than a decline in business performance.
To access these professional services, please contact our office @ 800-633-0688.
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How We Are Compensated for Our
Intermediary Advisory Services
There is nothing unique about the way we charge for intermediary advisory services. Our fees, like those of all professional services, are based on the time we invest and the value we provide our clients. There are two basic fee structures:
Success Fee Agreement: A contract for intermediary services structured with either a fixed success fee or a fee based on a percentage of the total consideration for the transferred business. Success fees are payable upon ahievement of specific objectives and/or the conclusion of the sale.
The contracts includes a non-refundable retainer and a non-refundable monthly consulting fee plus expenses, all of which are fully deductible from the total success fee earned. (This approach provides the owners of mid-sized businesses with a total fixed price of less than 5% of the transaction value for all services based on the ultimate selling price for the business.) The "Success Fee" structure provides the client with a fixed relationship between the selling price and total fees and expenses.
A Fee-for-Services Agreement: This is the traditional approach found in the legal or accounting professions. The engagement is structured with the same retainer amount in the Success Fee Agreement. All fees are invoiced monthly bases on the daily rate for professional intermediary services plus expenses. This type of contract may also be structured with a success fee which is payable upon completion of the transaction.(This compensation approach is typically more appropriate for a transaction in which the target buyer or seller is already identified.)
Either approach may be used when a full range of services is required. The typical term of the intermediary "Success Fee" contract for a full range of services is nine (9) months, while the "Fee-for-Services" agreement typically has no fixed term.
Introductory client consultations are always free. No chargeable work is performed until there is agreement on exactly what is needed and what services we will provide. We can always tailor consulting services to meet specific client needs. (Consulting services, once the scope of work is clearly established, are provided on a per-day-rate.)
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