There are many reasons to sell or transfer a business and there are many options on how this might be accomplished.  The best transfer method will depend on the objectives of the seller (especially whether the purchaser will be employees, partners, family or unrelated third parties) and the financial and operational circumstances of the business.   The type of transfer chosen has a material effect on the transfer value of the company, but the nominal sales value is not always the most important factor.   The professional advisor can help you assess which transfer type will achieve your goals and how to effectively and efficiently implement your chosen strategy. 

Transferring your business will probably be the most important activity of your business life.  The Merger and Acquisition intermediary is trained and experienced in every aspect of the transfer process and the fees charged for this service are returned to the seller many times over.  There are many benefits to working through a professional intermediary:

• Higher deal values
• Higher retained earnings considering tax implications or other factors
• Reduced time and cost of the selling process
• Reduced time and effort required of the seller
• Confidentiality and other process controls
• Higher probability of a successful transfer

Business Transfer Services

BDA does not provide advice reserved for lawyers or CPAs, however, we do have trusted and experienced attorneys and CPAs that can assist you during the process as members of the team.  Many transfer types, such as the ESOP, require special skills.  BDA acts as the intermediary to organize the process and the other professionals and this can lower total fees while improving results.  BDA is not a business broker that will list your business like a piece of real estate.  Our activities will reflect your needs and, where we market to third parties, this will be through a directed and specialized process.

We provide many services that are essential to the transfer process:

• Consultations on transfer options and their implications
• Recommending transaction specialists (attorneys, CPAs, etc.)
• Structuring transfers to employees or related parties
  •  such as ESOP Plans
• Valuing your business and, more importantly, positioning your business to achieve the greatest enterprise value
• Preparing you and your business for the transfer
• Completing the Seller’s “book” that covers the business being marketed
• Managing private auctions
• Managing the buyer’s due diligence process on the seller’s side
• Representing the seller on negotiations and competing the transfer deal

Visit “Preparing Your Business for the Eventual Exit” Link