Sell-Side M&A Advisory

Our experience in the middle market and exceptional transactional experience means we will craft a process that will maximize the value of your company, reduce your risks, and help you reach your personal goals.

We will create the best environment to sell your company by:

• Positioning of company to attract the right type of buyers
• Searching and approaching potential buyers worldwide
• Developing or leading team of advisors to ensure efficiency
  and reduce risks
• Preparing management to interface with buyers
• Coordinating and controlling information flow to ensure privacy
  of transaction
• Negotiating with buyers, preparing Letter of Intent and Sale
  Purchase Agreement

A successful sales deal is one that reaps the greatest value for the business owner. Making the deal come together successfully is how Heritage Capital Group will be one of your greatest assets.

Heritage Capital Group is known for leading successful sales transactions for closely held and privately owned companies in the middle-market with revenues between $10 million and $100 million. We develop transaction solutions to satisfy the needs and goals of company owners that enhance value and reduce risks, including strategic divestitures, management-buy-outs, and transition to family or managers, as well as a range of proven direct sales tactics.

The process of the transition will often include:

• Strategic plan to enhance value
• Restate or adjust financial and cash flow statements to reveal and highlight hidden value
• Prepare a comprehensive marketing document that describes the company while emphasizing key elements of value
• Identify and contact qualified buyers or investors
• Manage the entire negotiation process and terms of sale
• Coordinate involvement of all attorneys and accountants
• Facilitate financing as required