Part 4 of the Selling Your Business Series, presented by Schwartz Heslin Group.

1. SELLING YOUR
BUSINESS:
Part 4: The Transaction
Presentation Series by Schwartz
Heslin Group, INC. (SHG)

2. The S.Y.B. Series
 Part 1: Introduction and First Steps
 Part 2: What is Your Company Worth
 Part 3: Preparing for a Sale
 Part 4: The Transaction

3. Finally, the transaction…

4. Assemble an Advisory Team
 Accountant/CPA
 Prepares financial statements
 Analyzes tax consequences
 Attorney
 Advises on legal aspects and risks
 Drafts legal documents
 Broker/Intermediary
 Analyzes pricing and valuation
 Negotiates and structures deal

5. Some Miscellaneous Points
 Be prepared to keep it confidential
 Negotiations WILL be time consuming
 Stay focused on your objective
 Pay attention to running the business right up
until closing the deal

6. Role of an Intermediary
 Provides confidentiality
 Provides professionalism and experience
during negotiation process
 Educates parties and guides them through the
sales process
 Creates and executes customized marketing
plan

7. Do…
 Screen buyers and letters of intent
 Be helpful while a prospective buyer is
performing due diligence
 Be prepared for negotiations right up until
signing the necessary documents

8. After the Sale
 Relax. It was a hectic process
 Think about what to do with proceeds
 If you miss the job, look for the next project
 Some options:
 Found another business
 Invest in small local companies
 Become and Angel investor

9. More Resources
 Small Business Administration: Selling Your
Business
 http://www.sba.gov/content/selling-your-business
 Business Owner’s Toolkit
 http://www.toolkit.com/small_business_guide/sbg.
aspx?nid=P11_2000
 Entrepreneur
 http://www.entrepreneur.com/grow/sellyourbusine
ss/index.html

10. Presented by: Schwartz Heslin Group
Address: Or visit us on:
8 Airport Park Bvld.
Latham, NY 12110
Phone: 518-586-
7733
Fax: 518-786-6558
Web:
www.shggroup.com