Buyer Services

Business Transition Strategies offers engagement-based buy side merger and acquisition services for qualified individuals and companies across New England to include the following: Evaluation of company’s readiness, identifying potential targets, performing high level preliminary due diligence, help prepare a valuation of the proposed synergistic benefits of target, help negotiate the terms of the deal, and close the deal. We can also help with post- close operational integration.

Readiness

Before embarking on a comprehensive M&A growth plan it is important that the buyer take stock in his company. We will help evaluate current infrastructure and resources and formulate an action plan to ensure the success of a future transaction

Targets

Based on the merger or acquisition plan we will, with the help of the client formulate a prioritized list of target companies based on client parameters. Target contacts will include both mailing and direct solicitation and the content of the communication will be pre-approved by the client.

Due Diligence

Serving as an acquisition advisor to the client, we will prepare a full high level analysis of the target company’s financial picture, markets and industry to identify how it might fit into the client’s strategy. We will help prepare operational due diligence checklists to include; production, legal, environmental, financial. Detailed due diligence should be completed and finalized by independent professionals where required. We will help explain and mitigate any adverse due diligence findings.

Benefits

We will value and quantify the synergistic benefits of the transaction to the client company and help formulate a plan to successfully integrate the target post close.

Negotiate & Close

We will adequately and aggressively negotiate on your behalf with the target and their representatives. We will assist in the preparation of an exploratory term sheet and help as needed with the balance of the transaction process through closing.

What our clients are saying...

“It is a privilege to write a letter of recommendation on behalf of Business Transition Strategies. …As with any family business, negotiations need to be handled delicately and, as with any sale, both parties need to be satisfied with the end result. Quite frankly, without their help, this could not have been achieved. John Howe and Ken Schaefer skillfully analyzed the books and were able to bridge the gap between the sellers’ belief of what the company was worth and its actual worth. Their style is objective, straightforward, thorough and kind in the delivery of their assessment. After the sale was achieved to both parties’ satisfaction, John and Ken were hired to help with the adjustment of the acquisition and the financial health of the company moving forward. I can highly recommend this talented group of experienced business advisors to any company in need of clear and thoughtful company planning and adjustments.”