Best Practices: Creating a Business Death/Disability Plan
What would happen to your business, your clients and the value of the company, if something where...
Once you have identified a seller, our dedicated team gets to work helping you buy-side to negotiate and close the deal. SRG will help you evaluate the opportunity, help you craft the initial buyer communication, conduct detailed before and after-tax cash flow analysis, identify beneficial tax strategies, leverage the right financing, communicate and negotiate with the seller, and provide comprehensive resources to help you win the deal.
SRG's Deal Support Services are for advisors who have found their respective buyer or seller and need help putting the deal together, then getting it across the finish line. We work with all sides of the deal and provide all necessary support and guidance, including compliance considerations, financing, tax considerations, client communication, and customized form contracts.
As a buyer, if you have found a potential seller and you are ready to submit an offer, it is critical to ensure you are able to quickly submit a comprehensive offer letter that works for you and is compelling for the seller. Leveraging SRG's expertise and knowledge of current M&A trends, our professionals will help you understand your deal structuring options (price, financing terms, tax structure, seller compensation package, etc.), review a variety of cash flow scenarios, and then prepare a written offer you can customize and submit. Our job is to prepare, ensure you make every decision with full information, and have best-in-class resources to help you win the deal.
We work with a wide variety of industry lenders to help you get the funding you need in a timely manner and ensure that you are connected with the appropriate bank the first time, streamlining the process. Unlike mortgages for example, commercial lending for businesses has a tremendous amount of variation from one bank to the next, each having their own unique limitations and features. The site makes quick work of understanding your deal or financing needs and then matches you with industry lenders best suited for your needs, and best of all, provides you with reviews of each lender so you can make sure you work with the best partner.