Phase I - Business Analysis is research performed as if a buyer were scrutinizing your company. The result of this is a report that will allow a client to deal with buyers' requests for due diligence. It also provides a pause or decision making point as to whether to go to market immediately, remove any impediments to a sale, or implement value enhancement recommendations.

It starts with Market Research which is a crucial step in the process of selling a business for the highest price. Robbinex researchers study many aspects of a business, including industry trends, competition, niches, geographic influences, life expectancy of products/services, market definition, market share, legislative factors, world influence and of course, what motivates a buyer in a particular industry.

Analysis and comparison of your firm's operating results with industry standards is paramount to understanding how the business is operating in your market and why, what factors are restricting or limiting your business, and what would happen if they were removed. Because most privately owned businesses take steps to minimize taxes, Robbinex evaluators carefully analyze your business, using a recasting procedure that is critical to determining the value of your business.     

Valuation is generally done by Robbinex specialists looking at the business from numerous points of view - the most common being: Historical Recasted Earnings, Present Value of Assets with Goodwill and, most importantly, Future Sustainable Earnings.    

The Robbinex Valuation is delivered in a clear, concise manner. You'll know what your business is worth and why.     

Value Enhancement Opportunities are often uncovered and, with some effort on the part of the owners, can significantly increase the value of a business in a relatively short period of time. These opportunities, if they exist in your business, will be detailed in a clear, easy-to-understand format.    

Exit Planning can make a big difference. Robbinex negotiators know that it's not how much you sell your business for that counts, but how much you get to keep after taxes that's more important. Often, a little time spent on tax planning issues such as Assets vs. Shares, Real Estate included or excluded, Retiring Allowances and Management Contracts, can make a significant impact on what you take home.    

The Phase One Business Analysis report is the documentation of the foregoing.  It is written in a clear concise manner. You will have a clear understanding of your Business' Value, its problems, challenges and opportunities.
 

Phase II - The Marketing Plan is done once a decision has been made to go to market. It is the development of a comprehensive program to target, search, research, approach and attract the best buyers available. Maintaining confidentiality is critical during this phase.

Marketing of a business requires the careful creation of a profile that emphasizes the future strengths of that business, its markets, customers, employees and suppliers, remembering that the true value lies in future earnings. Robbinex specialists spend a great deal of time documenting a believable future. A de-identified factum is also created for distribution to members of our buyer database.    

Your Support Team, including your lawyer, accountant, tax planner and other specialists should be identified, qualified and brought up to speed. It is most important that they are brought in early, to allow them time to plan and to be part of the process.   

A Marketing Strategy is developed along with an extensive search of numerous databases throughout North America. Robbinex's sales team routinely communicates with an average of 150 to 200 buyers for every assignment. You play an active role with Robbinex at this stage, to review and approve targeted potential buyers.    

Robbinex's No Asking Price Program ensures that a ceiling is not placed on the value of your business when it's taken to market.     

Buyers from all over North America are routinely contacting us, looking for opportunities. Careful screening as to the motivation and financial qualification of all inquirers are quickly and efficiently determined. Confidentiality is paramount and Confidentiality Agreements must be signed as part of the screening process.    

Strategic or Synergistic Buyers tend to pay more for a business than investment or employment buyers. It is important to search for these prospects during the initial stages of a buyer search program.

Phase III - Negotiating and Closing is handling the negotiation with selected buyers and completion of the transaction at the best possible structure and price (after tax).

Draft Proposals are used by the Robbinex sales teams as both a negotiating technique and a selling tool. They quickly, at low cost, qualify the buyer, establish economic terms and conditions, and set the process in motion.    

Negotiation occurs over a broad range of topics and issues. Robbinex's professional negotiators will represent your interest throughout this arduous process, during which the fine details of the formal agreements are determined.    

Due Diligence requires careful control and monitoring by an experienced team, skilled in directing the proper information to the buyers. If proper documentation is done from the very beginning, then there should be no surprises or problems later on, which could postpone or prevent a successful closing.    

Closing is the point at which many transactions fail. Robbinex's extensive experience in this arena will monitor and facilitate a proper closing. This should be a happy formality with a gold pen signing. 
 

Transition

Robbinex will assist you in the orientation of the Transition Process and, if necessary, will be happy to mediate any unforeseen difficulties. This period of time is usually negotiated and can last from one to six months.

The Robbinex Three-Phase Process will fully prepare a business for sale and allows our clients to be on a level playing field with even the most sophisticated buyers. The process will result in a faster, cleaner sale at the best possible price and terms.