U.S.A.
Premium Services

Advisory and Intermediary Services

Biz Value

$995

Go-to-Market Valuation

Market Comparables
Seller Discretionary Earnings Multiple
EBITDA Multiple
Discounted Cash Flow Analysis and Projection
Financial Health Score
BizReady

$2495

Ready to Sell Solution

Preparation & Consultation
Business Valuation
Confidential Information Memorandum
Marketing Flyer / Teaser
Ad Copy (Biz for sale platform)
Step-by-step listing guide
InsightVal

$3995

For Growing Businesses

Go-to-Market Valuation
Financial Health Score
Market Analysis
Industry and Sector Analysis
Transaction Broker

3%Transaction Fee

Non-fiduciary Transfer

Due Dilgence Checklist
Finalizing the Sale
Closing the Deal
Full Service Broker

10%Transaction Fee

1% Retainer Fee

Preparation & Consultation
Business Valuation
Go-to-Market
Initial Discussions and Negotiations
Due Diligence Management
Finalizing the Sale
Closing the Deal
Post-Sale Transition (Integration)
Named Buyer Service

5% Transaction Fee

Fiduciary Representation to Seller

Due Diligence Management
Finalizing the Sale
Closing the Deal
Post-Sale Transition

ADD to BizReady for just $79 month

Managed Marketing
We write all marketing collateral and post your business for sale listing on major business for sale platforms
Deal Room
For storing and sharing sensitive and confidential documentation, respond to buyer inquiries, privately message with prospective buyers, and manage the due diligence process.
Buyer Management
Our team will manage all Buyer Inquiries, Non-Disclosure Agreements, LOI’s, Term Sheets, Website listing page, and Personal Financial Statements (Seller-financing option).
Intermediary Services

Comparison

Choose your journey

Exacqt Advisor Group offers a comprehensive suite of services. We provide full-service intermediary and brokerage services, assisting clients from the initial stages of business acquisition to closing and post-sale transition.

Comparison Table
BizReady
Full-Service
Preparation and Consultation

May include: improving financial records, business structure, processes and procedures, and employee, supplier, customer, and vendor documentation

Included
Included
Business Valuation

Determining the value of the business through Discounted Cashflow and Multiples of EBITDA and Seller’s Discretionary Earnings.

Included
Included
Go-to-Market

This includes the creation of marketing collateral and copy to begin marketing. This may include online marketing, print, trade shows, etc.

Included
Included
Initial Discussions and Negotiations

Fully managed marketing and buyer inquiries. Secure deal room and Buyer Documentation (NDA, LOI, PFS)

$79 mth
Included
Due Diligence Management

Purchase Agreement and Mutual Acceptance. The buyer examines the business’s financials, operations, legal matters, and other critical aspects in detail.

Included
Closing the Deal

Legal and financial transfer of ownership to new owner. Including escrow, bill of sale, articles of organization, certificate of good standing, tax clearance, etc.

Included
Post-Sale Transition (Integration)

Assisting the new owner with the transition process, which may include training and support.

Included
Getting Started
BizReady
Full Service
Onboarding

Provide company details and begin uploading necessary documentation for Valuation and Marketing Collateral

Valuation & Consultation

An intermediary advisor will schedule a meeting to discuss your questionnaire and financial statements.

Due Diligence Documentation

Use our documentation checklist and resource library to gather and compile due diligence documentation.

Marketing & Consultation

Review and Approve Marketing Collateral, including the Confidential Information Memorandum and Ad Copy.

Have a question or want more information? We are here to help!

What Our Clients Say

Exceptional Service “I was thoroughly impressed with the exceptional service I received. The team’s expertise and attention to detail were evident in every interaction. Their help with BizReady set up not only met but exceeded my expectations. I highly recommend their services to anyone looking to sell their business.”
Issa H.
Outstanding Results “The results speak for themselves. After implementing the marketing plan, we saw dozens of buyer inquiries. The platform and format were easy to follow and use. Outstanding work done by the team.”
Jason K.

Service Overview

Full-Service Intermediary
10% Commission on Total Consideration
1% Non-Refundable Retainer Fee (minimum $1500.00)

EAG assists with every stage of the Selling Process. (Not all stages will be applicable to every acquisition)

  1. Preparation/Consultation: This involves getting the business ready for sale. Including: improving financial records, business structure, processes and procedures, and employee, supplier, customer, and vendor documentation.
  2. Business Valuation: Determining the value of the business through Discounted Cashflow and Multiples of EBITDA and Seller’s Discretionary Earnings.
  3. Go to Market: This includes the creation of marketing collateral and copy to begin marketing. This may include online marketing, print, trade shows, etc.
  4. Initial Discussions and Negotiations: Engaging with potential buyers to discuss terms and negotiate preliminary offers.
  5. Due Diligence: The buyer examines the business’s financials, operations, legal matters, and other critical aspects in detail.
  6. Finalizing the Sale: This includes drafting and signing the purchase agreement, setting terms for the transition, removing all contingencies of transaction, and meeting all conditions of sale. If seller-financing is offered and accepted additional documentation may include Promissory Note and Security Agreement to meet UCC-1 standards.
  7. Closing the Deal: Completing the legal and financial transactions to transfer ownership of the business. Including escrow, bill of sale, articles of organization, certificate of good standing, tax clearance,
  8. Post-Sale Transition: Assisting the new owner with the transition process, which may include training and support.

BizReady Solution (Stages 1-3)

$2,995

Stage 1. Preparation/Consultation
Stage 2. Business Valuation
Stage 3. Go-to-Market

  1. Information Memorandum (Online and PDF)
  2. Teaser
  3. Ad Copy for business for sale platforms
  4. Step-by-step guide to listing your business on major platforms

EAG assists with the initial stages of selling a business. Including consultation, valuation, documentation, and marketing collateral. BizReady is great for the business owner that prefers to conduct discussions and negotiations on their own behalf and/or have already established a trusted team to facilitate the final stages of selling a business (e.g. CPA, Attorney).

Add-On Services
$79 monthly

Stage 4. Initial Discussions and Negotiations

Managed Marketing: Listing your business opportunity (offering) on major business for sale platforms.

Deal Room: Secure and confidential platform to store and share sensitive documentation, respond to buyer inquiries, privately message with prospective buyers, and manage the due diligence process.

Buyer Management: Non-Disclosure Agreements, LOI’s, Term Sheets, Website listing page, and Personal Financial Statements (Seller-financing option).

Stages 5-8
Due Diligence, Finalizing the Sale, Closing the Deal, and Post-Sale Transition

Once a buyer has been found and a Seller has received a Letter of Intent or Term Sheet with acceptable terms then you may hire EAG for the following:

  • Named Buyer Representation Agreement – Additional 5% Commission on Total Consideration
    (EAG represents the seller and has a fiduciary responsibility to seller)
  • Transaction Broker Service – Additional 3% Commission on Total Consideration
    (EAG does not represent the buyer or the seller and has no fiduciary responsibilities)
  • Promissory Note, Security Agreement, and UCC-1 Financial Statement – Additional 1% Commission on Total Consideration (If Seller Financing is Offered and Accepted)

InsightVal Analysis

$3,995

Business Valuation

Go-to-Market Value

Discounted Cash Flow Analysis and Projection

Financial Health Scorecard

Sometimes the numbers don't represent the true value of a business. Scorecard values can change the valuation by +/- 25% of the base valuation.

Finance and General Operations +/- 6.25% of valuation
Owner Dependency +/- 6.25% of valuation
Growth Potential +/- 3.75% of valuation
Recurring Revenues +/- 2.5% of valuation
Organizational Stability +/- 3.75% of valuation
Sales and Marketing +/- 2.5% of valuation

Market Analysis

  • Market Size: Assessing the total volume of a given market, which helps in understanding the potential for sales and growth.
  • Distribution Channels: Identifying how products and services are delivered to customers, which can influence marketing strategies and sales performance.
  • Profitability: Analyzing the potential for profit in the market, considering factors like pricing strategies, cost structures, and margins.
  • Growth Rate: Evaluating the historical and projected growth of the market, which can indicate the market’s lifecycle stage and potential for future expansion.
  • Key Success Factors: Determining the critical elements that will contribute to the company’s success in the market, such as product quality, customer service, and innovation.
  • Target Audience: Defining the specific group of consumers the company aims to reach, including demographics, psychographics, and buying behaviors.
  • Market Trends: Keeping track of current and emerging trends that could affect the market, such as technological advancements, regulatory changes, and shifts in consumer preferences.

Industry and Sector Analysis

  • Industry Overview: A high-level description of the industry, including its history, size, and structure.
  • Market Dynamics: Analysis of supply and demand, pricing trends, and market size. This includes understanding the total addressable market and the market growth rate.
  • Competitive Landscape: An assessment of the competition within the industry, including market share distribution, competitor strategies, strengths, and weaknesses.
  • Customer Analysis: Insights into customer behavior, preferences, and purchasing patterns. This helps in tailoring products or services to meet customer needs.
  • Regulatory Environment: An overview of the legal and regulatory framework affecting the industry, including compliance requirements and potential legal risks.
  • Technological Impact: Evaluation of current and emerging technologies that could affect the industry, including innovations and technological disruptions.
  • Economic Factors: Consideration of macroeconomic conditions such as inflation rates, interest rates, and economic cycles that influence the industry’s performance.
  • Social and Cultural Trends: Analysis of societal shifts, consumer values, and lifestyle trends that can impact demand and preferences.
  • Environmental and Sustainability Issues: Understanding of environmental concerns and sustainability challenges that the industry faces.
  • Supplier and Distribution Networks: Examination of the supply chain, including the availability of suppliers and the complexity of distribution networks.
  • Risk Assessment: Identification of potential risks and uncertainties that could affect the stability and profitability of the industry.
  • Strategic Groups Analysis: Analysis of different groups within the industry based on their strategies and performance.
  • Critical Success Factors: Determination of the factors that are essential for success within the industry.
  • Industry Evolution: Insight into the forces that affect the evolution of the industry over time.

Full-Service Brokerage vs Limited Service: Which is the Right Choice for You?

At Exacqt Advisor Group, we understand that different business owners have different preferences and needs when it comes to selling their business. That’s why we offer both full-service brokerage and limited service BizReady solutions. Our full-service brokerage option provides a comprehensive suite of services, from business valuation to post-sale integration, while our BizReady solution is perfect for business owners who prefer to conduct negotiations on their own or already have a trusted team in place. In this section, we’ll explore the pros and cons of each option and help you make an informed decision.

Services

Service

Service

Service

FAQ

An Information Memorandum (IM), also known as a Confidential Information Memorandum (CIM), is a comprehensive document prepared by a business for potential buyers or investors during a sale or fundraising process. It serves as a detailed guide to the company, providing crucial information to help the recipient make an informed decision about the transaction.

Here’s what an Information Memorandum typically includes:

  1. Executive Summary: A high-level overview of the business, including its unique value proposition and key financial figures.
  2. Company Overview: Detailed history, structure, and background of the company.
  3. Products and Services: Information on the company’s offerings, including details on pricing, development, and competitive advantages.
  4. Market Analysis: Insights into the industry, market size, growth prospects, and the company’s market position.
  5. Operational Structure: Details on the company’s operations, including manufacturing, supply chain, and logistics.
  6. Management and Personnel: Profiles of the key management team and organizational structure.
  7. Financial Information: Historical financial data, projections, and key financial metrics.
  8. Legal and Regulatory Information: Any legal matters, patents, trademarks, or regulatory compliance issues.
  9. Risk Factors: Potential risks and challenges that could impact the business.

Terms of Sale: Conditions and terms under which the business is being offered.

A UCC-1 lien, also known as a UCC-1 Financing Statement, is a legal form used by lenders to announce their rights to collateral or liens on secured loans. It’s filed with the debtor’s state’s secretary of state office when a loan is first originated. If the collateral is tangible property, such as equipment, the lender may also file the UCC lien with the county recorder’s office where the property is located1.

The UCC-1 lien is part of the Uniform Commercial Code (UCC), which governs business transactions in the United States. The lien gives the lender the right to seize, foreclose upon, or even sell the underlying collateral if the borrower fails to repay the loan. The information on a UCC-1 filing typically includes the creditor’s name and address, the debtor’s name and address, and a description of the collateral.

Our transaction algorithm examines a database of 40,000+ transactions to find comparable businesses that have been sold. The algorithm selects businesses that are similar in terms of NAICS code and annual revenues. The more businesses that have sold that are like yours, the more accurate the Go-to-Market Value will be.

E – Earnings – how much money a company makes.

B – Before

I – Interest – the expenses to a business caused by interest rates, such as loans provided by a bank or similar third-party.

T – Taxes – the expenses to a business caused by tax rates imposed by their city, state, and country.

D – Depreciation – a non-cash expense referring to the gradual reduction in value of a company’s assets.

A – Amortization – a non-cash expense referring to the cost of intangible (non-balance sheet) assets over time.

This method assesses the ability of the Company to produce earnings in the future. With this approach, a valuator uses the Company’s operating history to determine its expected level of earnings and the likelihood of the earnings to continue in the future. These earnings are normalized for unusual revenue or non-operational expenses. A capitalization factor, often called a multiple, is then applied that reflects a reasonable rate of return based on the perceived risk associated with the continued profitability of the company.

Within Earning Based Approaches there are several other methodologies used such as Discounted Cash Flow (DCF) where an average of the trend of predicted future earnings is used and divided by the capitalization factor.

Includes the book value of tangible assets on the balance sheet (inventory/supplies, fixed assets, and all intangible assets) minus liabilities. Simply, the money left over if the company was liquidated.

 The Asset Based Approach are often appropriate in the following situations:

  1. The company is considering liquidating or going out of business
  2. The company has no earnings history
  3. The company’s earnings cannot be reliably estimated
  4. The company depends heavily on competitive contracts and there is not a consistent, predictable customer base (e.g., construction companies)
  5. The company derives little or no value from labor or intangible assets (e.g., real estate or holding companies)
  6. A significant portion of the company’s assets are composed of liquid assets or other investments (e.g., marketable securities, real estate, mineral rights) As such, the asset approach is for businesses where a large amount of the value is in its tangible assets. Or the business is not generating a high enough return on its assets to warrant “excess earnings” or “goodwill”.

The market-based approach studies recent sales of similar assets, adjusting for the differences between them. This is like how the real estate industry uses “market comps” to determine a listing price. To find a Company’s Most Probable Selling Price (MPSP) or Go-to-Market Value, the report examines transaction data of businesses of a similar size and industry. The report then adjusts the Company’s value based on the qualitative inputs of the report User. These are factors such as client concentration, growth opportunities, management structure, etc. A market-based valuation represents a reasonable expectation of what the business might sell for in a free and open market based on similar business purchase and sale transactions.

In its simplest definition, adjusted EBITDA is a measure of a company’s financial performance, acting as an alternative to other metrics like revenue, earnings or net income.

Adjusted EBITDA is how many people determine business value as it places the focus on the financial outcome of operating decisions. It does this by removing the impacts of non-operating decisions made by the existing management, such as interest expenses, tax rates, or significant intangible assets.

This leaves a figure that better reflects the operating profitability of a business, one that can effectively be compared between companies by owners, buyers and investors. It is for that reason many employ adjusted EBITDA over other metrics when deciding which organization is more attractive.

Business owners often try to optimize the taxes they pay each year. As a result, it is not uncommon for a company to appear to make less money, ‘on paper.’ For example, a company’s profits are reduced if the owner takes a salary from their business, as that wage appears is an expense. However, this is money in the pocket of the business owner. Therefore, we use Seller’s Discretionary Earnings (SDE) as a better way to show the profitability of an owner/operator business. To calculate SDE we add back all the benefits the owner receives from the business to Net Income (owner salaries, depreciation/amortization, etc.).