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www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   1
Congratulations on your
                       interest in buying a business
                       in Atlanta…
                 I’m Tom Burdick, founder of BEK Brokers, LLC.
                 My goal is to help you save time and make the right
                 decisions as you explore your options buying a
                 business in Atlanta.
                 In this short presentation, I preview the steps involved in
                 buying a business in Atlanta.
                 I’ve prepared this, and the other resources available for
                 you on my website, because educated business buyers
                 save time and make the best decisions.
                 And, my goal is helping people like you succeed!
                 So, let’s get started!



www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   2
Buying the right business in
                        Atlanta involves 3 steps…




www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   3
Each step takes you closer to
                        the right business
• Each step addresses questions that need to be
  answered if you want to buy the right business.
• Answering the questions involves specific tasks which
  prepare the way for success.
• The time you invest answering the questions will save
  you time and lead to better-informed decisions.
• My role is to guide you at every step.
• There are no short-cuts!



www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   4
There are 3 “big questions”
                        you need to answer




When you can answer the questions, you’re ready
to buy and take possession of your new business!
www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   5
Step 1: Exploring your goals,
                       background, and needs




www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   6
Step 1: Tools & deliverables

                                  • Checklists and worksheets
                                    help you compile needed
                                    information
                                  • Know yourself: identify your
                                    interests & career highlights
                                  • Assemble a resume or
                                    background sheet
                                  • Prepare financial statements
                                    before they’re needed

www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   7
Step 2: Searching for the right
                                 “fit” for you
    Perfect fit




      Poor fit

                         ts            d                t           s               s              n
                      es             un               en         ing           i on          tio
                   ter            gr
                                    o
                                              es
                                                t   m         rn           dit             ca
                 In              k                          Ea            n             Lo
                              Bac          Inv                          Co
www.buysellatlantabusiness.com             Tom Burdick | BEK Brokers, LLC | 678-807-9189               8
Step 2: Tools, attitudes, and
                             deliverables

    Many options              • Search with an open mind as
                                you narrow your options
                              • Visit the best options
    Fewer options
                              • Use checklists and worksheets to
                                evaluate and track your progress
                              • Identify the best option
      Best option
        e  te      re ffer
                              • Show your commitment, i.e.,
    lyz  ca mo
   a
 An m u
       ni
           arn e an
                      o
                                “earnest money,” to learn more
     m   Le     ak
  Co          M
                              • Make a serious offer
www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   9
Step 3: Confirming details to
                        avoid unwanted surprises
                       • Verify financial records and tax
                         returns
                       • Review existing landlord, vendor,
                         and franchise relationships
                       • Analyze competition and trends
                         (industry, society, technology, etc.)
   Is this really
     the right         • Explore the details; licenses,
       deal?             utilities, inventory, commitments,


www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   10
Step 3: Getting help as you
                        confirm and prepare to close
• Schedule professionals like Certified Public
  Accountants and attorneys far in advance
• Clarify & document previous owner’s role and
  responsibilities (i.e., training) after closing
• Set a date to close
• Confirm your financing resources
• Anticipate unforeseen closing costs
• Prepare for the transition

www.buysellatlantabusiness.com   Tom Burdick | BEK Brokers, LLC | 678-807-9189   11
Are you ready to start your
                        journey to a new business?
                                 If you’re serious about buying a business in
                                 Atlanta, I’m here to help.
                                 On my website, you’ll find resources like
                                 articles, worksheets, and reports, to help you
                                 make the most of your time as you explore
                                 your options.
                                 Call me, e-mail me, or use the handy contact
                                 form on my website!


        Call 678-807-9189 to get started!

www.buysellatlantabusiness.com    Tom Burdick | BEK Brokers, LLC | 678-807-9189   12

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Buy An Atlanta Business 3-Step Guide

  • 1. www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 1
  • 2. Congratulations on your interest in buying a business in Atlanta… I’m Tom Burdick, founder of BEK Brokers, LLC. My goal is to help you save time and make the right decisions as you explore your options buying a business in Atlanta. In this short presentation, I preview the steps involved in buying a business in Atlanta. I’ve prepared this, and the other resources available for you on my website, because educated business buyers save time and make the best decisions. And, my goal is helping people like you succeed! So, let’s get started! www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 2
  • 3. Buying the right business in Atlanta involves 3 steps… www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 3
  • 4. Each step takes you closer to the right business • Each step addresses questions that need to be answered if you want to buy the right business. • Answering the questions involves specific tasks which prepare the way for success. • The time you invest answering the questions will save you time and lead to better-informed decisions. • My role is to guide you at every step. • There are no short-cuts! www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 4
  • 5. There are 3 “big questions” you need to answer When you can answer the questions, you’re ready to buy and take possession of your new business! www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 5
  • 6. Step 1: Exploring your goals, background, and needs www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 6
  • 7. Step 1: Tools & deliverables • Checklists and worksheets help you compile needed information • Know yourself: identify your interests & career highlights • Assemble a resume or background sheet • Prepare financial statements before they’re needed www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 7
  • 8. Step 2: Searching for the right “fit” for you Perfect fit Poor fit ts d t s s n es un en ing i on tio ter gr o es t m rn dit ca In k Ea n Lo Bac Inv Co www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 8
  • 9. Step 2: Tools, attitudes, and deliverables Many options • Search with an open mind as you narrow your options • Visit the best options Fewer options • Use checklists and worksheets to evaluate and track your progress • Identify the best option Best option e te re ffer • Show your commitment, i.e., lyz ca mo a An m u ni arn e an o “earnest money,” to learn more m Le ak Co M • Make a serious offer www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 9
  • 10. Step 3: Confirming details to avoid unwanted surprises • Verify financial records and tax returns • Review existing landlord, vendor, and franchise relationships • Analyze competition and trends (industry, society, technology, etc.) Is this really the right • Explore the details; licenses, deal? utilities, inventory, commitments, www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 10
  • 11. Step 3: Getting help as you confirm and prepare to close • Schedule professionals like Certified Public Accountants and attorneys far in advance • Clarify & document previous owner’s role and responsibilities (i.e., training) after closing • Set a date to close • Confirm your financing resources • Anticipate unforeseen closing costs • Prepare for the transition www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 11
  • 12. Are you ready to start your journey to a new business? If you’re serious about buying a business in Atlanta, I’m here to help. On my website, you’ll find resources like articles, worksheets, and reports, to help you make the most of your time as you explore your options. Call me, e-mail me, or use the handy contact form on my website! Call 678-807-9189 to get started! www.buysellatlantabusiness.com Tom Burdick | BEK Brokers, LLC | 678-807-9189 12