Providing confidence and
confidentiality to buyers
and sellers of businesses
We are Here For
Using a perfected valuation
process to assign a
competitive market value
We are Here For
Marketing to the appropriate
outlets to find serious buyers
We are Here For

ANALYZE

Analyze a company's tax returns and prepare an adjusted cash flow statement for buyers to review.

ASSIST

Assist client in establishing a MPSP Value—Most Probable Selling Price Valuation.

DEVELOP

Develop a comprehensive Information Memorandum on the company.

EXPOSURE

Advertise it for sale with or without disclosing its identity to prospective buyers.

SCREEN

Screen buyers for ability to complete a purchase. Conduct buyer, acquirer and investor searches.

Explore Solutions

We provide services to anyone considering selling or buying a business. Selling businesses is our business and we offer complete advisory and brokerage services performed in a strictly confidential manner.

Preparing to Sell

Trusted Advisors

Business Valuation

BUY

Owning a business is a completely attainable achievement in this day and age. The SBA lending programs have never been more accessible, and many successful business owners are looking towards retirement.

 

New business owners find that the hard work they have put in as employees over the years can easily translate into operating their own business, building something they truly believe in and make a good living from.

 

Current business owners, who have been running a good business, find that they want to expand their business portfolio or try something new.

 

In all cases, buyers benefit from having a professional intermediary helping them along the way. Business brokers provide expertise throughout all stages of a business acquisition. From analyzing value to providing the proper legal documents, to making appropriate financial and legal recommendations, business brokers are trusted to advise buyers, placing them in the best possible position to begin operating a new business.

 

Things a broker will help with as you consider buying a business:

 

  1. What is the financial picture? Is the business sustainable for a new owner?
  2. Financing options (SBA, investors, seller, retirement investment plans)
  3. Prepare for due diligence after the offer is accepted.
  4. Know the professionals you need around you to provide for a smooth transaction.
  5. Have a plan if there are employees involved.
  6. Plan the transition with training from the current owner if desired.
  7. Have a business plan.

SELL

Deciding to sell a business can often be one of the most difficult decisions for a business owner to make. Although businesses are designed to turn profit and exhibit growth, emotions and personal relationships undoubtedly blossom from a good business. Figuring out how to navigate those elements, ultimately reaching the determination to sell, should be met with a degree of comfort that the business will succeed to a new owner that has the right values in mind.

 

Many business owners will delay the decision to sell because they feel the process is daunting. And because timing can be just as important as price or industry, this poses a dilemma that business brokers are keen to avoid. Therefore an intermediary is strongly advised from the outset so that the step-by-step process can be explained and owners understand where the opportunities and pressure points can arise.

 

Once the decision is made to sell, and the owner can articulate why they want to sell their business, the process begins. Here is the simplified version:

 

  1. Maintain the physical appearance of your business and it’s marketing collateral, including all web presence.
  2. Obtain prior three years of income tax returns or financial statements to provide to the business broker for valuation work.
  3. The owner and broker discuss the valuation presentation and determine a sales price.
  4. Consider financing. Buyers almost always need some sort of financing. Seller financing is often an attractive component of the transaction, though by no means is it the only way to go.
  5. Once a price is determined, the broker prepares a Confidential Business Report (CBR) for purposes of marketing the business. The owner, taking into account the important sensitivity of confidentiality, will be review in depth.
  6. Go to the market. The business is advertised to the public by methods deemed appropriate for the particular industry, market, and degree of anonymity.
  7. Potential buyers are screened for their financial capability. Once they are marked as viable and sign a confidentiality agreement, they can receive the CBR.
  8. The broker will set meetings between the seller and potential buyers.
  9. Offer to purchase is presented and negotiations begin.
  10. Offer is accepted and the “due diligence” period begins. Other contingencies may be part of the purchase agreement. Deposit (earnest money) will often be provided by the buyer.
  11. Contingencies are removed and the deal is closed.

CONSULTATION

Our model is to frame a path forward for your business. Whether it is time to sell or time to grow, we want to place an operation in the best possible position to succeed. Business owners will seek advice about how to be appealing to buyers, and inevitably they will want to know how their business may stand out in the market. Valuation is often the first step in evaluating indicators about the progress of a business.

 

We can help owners realize where they are and where they want to go with an appraisal process that employs standardized accounting practices and comparison through proprietary databases and business market sources. If you have questions about how your business compares to others in your industry or community please call. We are always happy to chat.

About us

The Expert

Justin Svetnicka is an experienced business professional with 15 years of experience building, growing and rehabilitating corporate-owned restaurants. As an accredited business intermediary who graduated from the Advanced Training Institute of the American Business Brokers Association, he can discern the accurate value of a business, market it through the appropriate channels, and help guide business owners and prospective buyers through the process of a business transaction from beginning to end.

(505) 231-5113

What We Do

Professionally broker the sales of privately owned businesses, certified business valuations and providing M&A consultation services.

Let’s Start the Conversation

Justin did a great job listing and selling my condo in Santa Fe. He was always available to answer questions and kept me informed the whole time.

Judy Clark

I've had a fair amount of interactions with real estate agents, both commercial and residential and I can say that Justin was one of the absolute best. He was constant, and honest, and extremely helpful. He helped me find a commercial property and was excellent. I would strongly recommend that anyone trust him with their business. Thanks!

Bob B