✦WHAT WE DO (in the strictest CONFIDENTIALITY)✦
✔ Contingency Fee Arrangement - no upfront cost, no sale, no fee!
✔ Competitive Fee Structure dependent on Size of Transaction
✔ Recast Financials to arrive at Highest Seller’s Discretionary Earnings
✔ Determine ‘Most Probable Sale Price’
✔ Advertise Generically without revealing the Business Name
✔ Co-operate with over 1000 Professional Business Brokers
✔ Seek out and Screen Buyers who must first Sign a Confidential Disclosure Agreement
✔ Assist in the Negotiation to ensure that your Goals are Achieved
✔ Coordinate with all to ensure a smooth Due Diligence Process
✔ Be available at all Times to Assist you from Start to Successful Closing
4. The Amerivest Selling Process
. Contingency Fee Arrangement - no up front cost, no sale, no fee !
. Competitive Fee Structure dependent on Size of Transaction
. Exclusive Right of Representation for One Year
. Recast Financials to arrive at Highest SDE
. Find Comparable Transactions to arrive at SDE Multiple
. Analyze Qualitative Factors and Adjust Multiple accordingly
. Determine ‘Most Probable Sale Price’ (MPSP) & Terms
. If Real Estate not owned Perform a Lease Analysis
. Obtain Authorization to Commence Marketing
. Prepare the Business Listing Information (BLI)
. Access our Extensive Buyer Databases
. Advertise Generically on 11 Business Brokerage Websites
. Co-operate with over 1000 Professional Business Brokers
10. Documentation P&L Statement
Sale Urgency Low
SBA Yes
Owner Financing Average
Working Capital Required Average Unadjusted Multiple 2.472
Business Trend Up
Competition Average Qualitative Factors Adjustment 1.03
Ease of Entry Average
Customer Concentration Low Adjusted Multiple 2.55
Supplier Concentration Average
Owner Dependency High
Other Factors Average
QUALITATIVE FACTORS
SDE $145,118
Adjusted Multiple 2.55
MPSP (Most Probable Sale Price) $369,532
MPSP (Most Probable Sale Price)
Qualitative Factors
Most Probable Sale Price
12. Category : Cleaning SIC : 7349
Detail : Mold Remediation Price : 1,150,000
County : Withheld Down : 230,000
State/Prov : Florida Adj Net : 457,399
Country : USA Sales : 1,145,359
Rare opportunity to acquire a leading franchise of a top national brand in the water/fire damage restoration and mold
remediation industry. Exclusive territories, excellent market position and superb cash flow. Very well-established
relationships with insurance companies. Franchisor provides training. One of Entrepreneur Magazine's top 50 franchise
systems. Solid books and records. This is a preferred franchise that is lender prequalified for 80% financing.
Reason for Sale : Other Business Interests
General Location : South Florida
Organization Type : Limited Corporation Hours Owner Works: 40
: Years Established: 5 Years Owned: 5 Emp FT: 9 Emp PT: 4 Mgrs: 3
Non Compete : Miles: 100 Years: 2 Weeks Training: 4 Cost: 0
Operating dys/hrs : 24/7 365 days
Skills/Licenses : Provided by Franchisor
Business is : Relocatable: N Home Based: N Franchise: Y Lender P/Q: Y
Data Source Tax Return Tax Return Tax Return
Year (Cash Flow) 2006 (N) 2005 (N) 2004 (N)
Gross Revenue 1,145,359 1,315,598 711,223
Cost of Goods 318,945 196,295 55,414
Gross Profit 826,414 1,119,303 655,809
Expenses 536,342 626,636 445,959
Net 290,072 492,667 209,850
Owner Salary 70,000 54,384 72,115
Benefits 63,065 74,173 51,979
Interest Expense 12,099 6,171 2,932
Depreciation 22,163 13,640 9,870
Other 0 56,650 0
Owner Benefit 457,399 697,685 346,746
Accounts Rec 127,000 N* Real Estate 0 N*
Inventory 0 N* ___________ 0 N*
F F & E 250,000 Y* Total Assets 250,000 Y*
Leasehold 0 N* *Included?
Lease/Month: 3499 Square Footage: 3124 Building Type: New Commercial
Terms & Options: Expiration Date: 5/31/2009
Loan/Assumable - Amt: 0 Mos: 0 Rate: 0.00 Mo Pmt: 0.00
Loan/Seller - Amt: 0 Mos: 0 Rate: 0.00 Mo Pmt: 0.00
Loan/Other - Amt: 920,000 Mos: 120 Rate: 10.50 Mo Pmt: 12,414.02
Generic
BLI
14. Screening Buyers
. Buyers must first Sign a Confidential Disclosure Agreement
. We ask for a Resume and Net Worth Financial Statement
. Provide more detailed information to ensure Buyer Interest
. Arrange a meeting with You and Buyer
. Present their Offer in the form of an Asset Purchase and Sale Agreement
which you may accept, counter, or decline
. When Agreement is achieved co-ordinate the Due Diligence Process
While you continue to do what you are best at,
namely running your Business,
we interview Buyers on your behalf
16. Due Diligence Process
• You must Provide all Requested Information in a Timely Manner
• We will Co-ordinate with the Accountants and Attorneys representing you
and Your Buyer
• We will Assist with your Landlord where required in Preparation of a New
Lease or Assumption of Yours if needed
• We will Co-ordinate with 3rd Party Lender if one is used
• Our responsibility is to Guide the Process to the Successful Conclusion
Ensuring that all the Deadlines are Met
17. Will You be Next?
Acquisition Announcement
$8,000,000
Your Company Name
Acquired By
Private Party
Facilitated by
Amerivest Group
18. Acquisition Announcement
$8,000,000
Electronics Wholesaler
Acquired by
Private Party
Facilitated by
Amerivest Group
Acquisition Announcement
$27,000,000
Metal Fabricator
Acquired by
PEG/NYSE IPO
Facilitated by
Amerivest Group
Acquisition Announcement
$2,750,000
Industrial Rack Mfg
Acquired by
Strategic Buyer
Facilitated by
Amerivest Group
Acquisition Announcement
$1,300,000
Medical Supplies
Acquired by
Strategic Buyer
Facilitated by
Amerivest Group
Acquisition Announcement
$300,000
Route Sales
Acquired by
Private Party
Facilitated by
Amerivest Group
Acquisition Announcement
$21,000,000
Concrete Equip. Mfg
Acquired by
Recap for Liquidity
Facilitated by
Amerivest Group
Acquisition Announcement
$1,375,000
Nursery/Plants
Acquired by
Private Party
Facilitated by
Amerivest Group
Acquisition Announcement
$575,000
Tax Practice
Acquired by
Private Party
Facilitated by
Amerivest Group
Acquisition Announcement
$710,000
Auto Detailing
Acquired by
Private Party
Facilitated by
Amerivest Grou
Acquisition Announcement
$1,000,000
Moving Company
Acquired by
Strategic Buyer
Facilitated by
Amerivest Group
Acquisition Announcement
$2,000,000
Courier Service
Acquired by
Private Party
Facilitated by
Amerivest Group
Acquisition Announcement
$2,600,000
Sundries Wholesaler
Acquired by
Private Party
Facilitated by
Amerivest Group
Amerivest
Typical Sales
“Will you be
the next?”
20. The Next Step
• Just give us Your Okay on our Non-Binding Listing Agreement
• Provide Us with the Required Financial Information
• Await our Presentation of the Most Probable Selling Price
• And if There is Agreement, Authorize us to Commence Marketing
• And if Not, we will Consider our Listing Agreement Null and Void
21. ”at Amerivest we mean Business!”
Corporate Offices:
4800 N Federal Hwy
Suite 100D
Boca Raton, FL 33431
(561) 988-9335
www.AmerivestGroup.com