Sunbelt Value Proposition


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  • Integrity – We revere honesty and forthrightness. We adhere to the highest ethical standards, provide timely, accurate and complete financial reporting, encourage prompt disclosure of bad news and welcome disagreement. Golden Rule – We respect others and treat them in the way that we want to be treated. Objectives – We clearly state and share our objectives with our employees, franchisees, shareholders and others. We measure our performance against these objectives and react to new information, changes and opportunities by adjusting our business processes to achieve and surpass our objectives. Excellence – We are committed to continuously improving our performance in order to meet and exceed the expectations of our franchisees, customers and investors/owners. We reward our people for improving service quality and reducing costs. Profit – Earning a profit rewards our investors/owners and enables us to attract necessary capital for further investment in our people and operating processes.
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  • Sunbelt Value Proposition

    1. 1. Sunbelt® of Tampa Bay and Sarasota “ The place to go to buy or sell a business.”
    2. 2. Sunbelt History <ul><li>Founded in 1978 in Charleston, South Carolina </li></ul><ul><li>Began selling franchised locations in 1993 </li></ul><ul><li>Approximately 300 franchised locations worldwide </li></ul><ul><li>Roughly 4,000 businesses sold annually </li></ul><ul><li>Acquired by Merrymeeting, Inc. in February 2006 </li></ul>Ed Pendarvis Sunbelt’s Founder
    3. 3. Sunbelt Today <ul><li>The world’s largest business brokerage </li></ul><ul><li>Currently listing approximately 12,000 businesses for sale </li></ul><ul><li>Offices in North America, South America, Europe, Asia and Australia </li></ul><ul><li>Over 1,400 individual brokers </li></ul><ul><li>Expect to have 400 franchised locations by 2010 </li></ul>
    4. 4. Sunbelt’s Core Values <ul><li>Integrity : Revere honesty and welcome disagreement. </li></ul><ul><li>Golden Rule : Treat others as we expect to be treated. </li></ul><ul><li>Objectives : State goals and measure performance against them. </li></ul><ul><li>Excellence : Seek continual improvement in providing higher quality service at a lower cost. </li></ul><ul><li>Profit : Making money is the reward and the catalyst for being the best in the industry. </li></ul>
    5. 5. Industry Recognition Entrepreneur Magazine has ranked Sunbelt the #1 business brokerage franchise every year since 1995!
    6. 6. What is Business Brokerage? <ul><li>Bringing sellers and buyers of businesses together </li></ul><ul><li>Understanding sellers’ financial requirements and structuring a sale to achieve them </li></ul><ul><li>Assisting buyers and sellers in completing transactions </li></ul><ul><li>Adding value by streamlining the business sale process </li></ul>
    7. 7. Why Use a Business Broker? <ul><li>A brokered transaction: </li></ul><ul><li>Provides sellers with a commonly aligned third- party </li></ul><ul><li>Positions sellers to respond quickly to marketplace feedback and changes </li></ul><ul><li>Legitimizes the business in the eyes of buyers </li></ul><ul><li>Enables sellers to concentrate on running their business rather than selling their business </li></ul>
    8. 8. Sunbelt’s 9-Step Process to Successfully Sell Your Business <ul><ul><li>Plan and Prepare </li></ul></ul><ul><ul><li>Third-party Valuation </li></ul></ul><ul><ul><li>Business Profile </li></ul></ul><ul><ul><li>Market the Business </li></ul></ul><ul><ul><li>Identify and Screen Buyers </li></ul></ul><ul><ul><li>Term Sheet </li></ul></ul><ul><ul><li>Due Diligence </li></ul></ul><ul><ul><li>Seal the Deal </li></ul></ul><ul><ul><li>Post-Closing </li></ul></ul>
    9. 9. Step 1: Plan and Prepare <ul><li>Your first steps are to: </li></ul><ul><li>Organize the business’ financial records </li></ul><ul><li>Clean and organize equipment and facilities </li></ul><ul><li>Identify and remove obsolete or slow moving inventory </li></ul><ul><li>Identify low-cost/high-yield improvements </li></ul><ul><li>Contemplate your transition requirements </li></ul><ul><li>Evaluate your financial needs post-closing </li></ul>
    10. 10. Step 2: Third-party Valuation <ul><li>Working with your Sunbelt broker , you can: </li></ul><ul><li>Develop an understanding of business valuation methodologies </li></ul><ul><ul><li>Present value of future cash flows </li></ul></ul><ul><ul><li>Multiples of earnings </li></ul></ul><ul><ul><li>Asset valuations </li></ul></ul><ul><li>Obtain a business valuation from an independent, qualified source </li></ul><ul><li>Be sensitive to marketplace feedback </li></ul><ul><li>Establish your asking price and terms of sale </li></ul>
    11. 11. Step 3: Business Profile <ul><li>Your Sunbelt broker works with you to: </li></ul><ul><li>Develop a positive, factual executive summary of your business </li></ul><ul><li>Summarize the business’ history and recent financial performance </li></ul><ul><li>Consider your role in the business and the impact of your departure </li></ul><ul><li>Identify opportunities for growth </li></ul><ul><li>Explain areas of competitive weakness </li></ul>
    12. 12. Step 4: Market the Business <ul><li>By accessing the Sunbelt Network you: </li></ul><ul><li>Maximize exposure to buyers </li></ul><ul><ul><li>5,000 buyers visit the Sunbelt website daily </li></ul></ul><ul><ul><li>Sunbelt maintains a global database of active buyers </li></ul></ul><ul><li>Maintain confidentiality </li></ul><ul><ul><li>Protect key stakeholders such as employees, customers and vendors </li></ul></ul><ul><ul><li>Preserve the privacy of your personal financial standing </li></ul></ul><ul><li>Concentrate on managing your business while your broker concentrates on selling it </li></ul>
    13. 13. Step 5: Identify and Screen Buyers <ul><li>Your Sunbelt broker : </li></ul><ul><li>Confidentially presents your business to Sunbelt’s database of active buyers </li></ul><ul><li>Interviews prospective buyers to assess interest and prior experience </li></ul><ul><li>Obtains NDA from prospective buyers </li></ul><ul><li>Reviews business profile with buyers and arranges meetings with seller </li></ul>
    14. 14. Step 6: Term Sheet <ul><li>With a buyer identified, your Sunbelt broker : </li></ul><ul><li>Solicits an offering and prepares a term sheet </li></ul><ul><li>Facilitates and moderates negotiations </li></ul><ul><li>Helps you identify the best offer </li></ul><ul><li>Identifies due diligence steps </li></ul><ul><li>Targets a closing date </li></ul>
    15. 15. Step 7: Due Diligence <ul><li>Your Sunbelt broker facilitates the process by: </li></ul><ul><li>Helping you respond to requests for information </li></ul><ul><li>Amending the term sheet, if necessary </li></ul><ul><li>Simultaneously assisting the buyer in arranging financing </li></ul><ul><li>Coordinating activities of other professional advisors </li></ul>
    16. 16. Step 8: Seal the Deal <ul><li>Due diligence completed, your Sunbelt broker : </li></ul><ul><li>Assists you in preparing the sales documents </li></ul><ul><li>Responds to requests from professional advisors </li></ul><ul><li>Keeps the process moving forward </li></ul><ul><li>Seals the deal </li></ul>
    17. 17. Step 9: Post-closing <ul><li>With your business sold, you should: </li></ul><ul><li>Communicate the ownership change to employees, customers and suppliers </li></ul><ul><li>Transition management to the buyer </li></ul><ul><li>Assist new owner with post-closing questions </li></ul>
    18. 18. Why More Sellers Choose Sunbelt <ul><li>Results: We sell more businesses each year than anyone else in the world </li></ul><ul><li>Presence : International network of 1,400 brokers </li></ul><ul><li>Professionalism : More Certified Business Intermediaries than any other network </li></ul><ul><li>Methodology : Proven system for expediting business sales </li></ul><ul><li>Technology : Proprietary website with 2 million listing views each year </li></ul>
    19. 19. Sunbelt of Tampa Bay and Sarasota <ul><li>Oldest Firm in Tampa Bay- 1978 </li></ul><ul><li>Over 125 combined year brokerage experience in our Firm! </li></ul><ul><li>5111 Memorial Hwy. </li></ul><ul><li>Tampa, Fl. 33634 </li></ul><ul><li>813-831-5990 </li></ul><ul><li>813-831-5825 </li></ul><ul><li> </li></ul>