13/397 Smith St. Fitzroy, 3065.

Services

BUSINESS OWNER’S DIAGNOSTIC (BOD) IS AUSTRALIA’S BEST PRE-SELLING PROGRAM.

BOD IS A 4 PART PROGRAM THAT REQUIRES JUST A FEW HOURS OF YOUR TIME OVER A FEW WEEKS. BOD WILL HELP YOU FINALLY DECIDE;

IF YOU WANT TO SELL, WHEN WILL BE THE BEST TIME, AND HOW TO PROPERLY PREPARE WHETHER YOU ARE THINKING OF SELLING

1. WITHIN 12 MONTHS, OR
2. WITHIN 5 YEARS, OR
3. BECAUSE A BUYER HAS ALREADY APPROACHED YOU, OR
4. ‘OFF-MARKET’ BECAUSE YOU KNOW WHO THE BUYER IS.

YOU PLAN TO SELL (WITHIN 12 MONTHS)

When the owners timeframe is less than a year we focus on the following to increase the chances of selling;

Assess business value now

Look for any ‘low hanging fruit’ to increase value

Identify and create a plan to fix any issues that would stop or delay a sale

Create a detailed Business Summary

Identify likely buyers

Prepare owner for the entire sale process including how to deal with staff, customers and suppliers.

YOU PLAN TO SELL (WITHIN 1 – 5 YEARS)

When owners have up to 5 years to prepare they have to time to fundamentally change business sale value and increase the pool of active buyers.

Within this timeframe we;

Assess business value now

Develop a comprehensive business value improvement plan

Identify and create a plan to fix all issues that would decrease business sale value

Research, qualify and, at the right time, approach potential buyers

Create a detailed Business SummaryIdentify likely buyers

Prepare owner for the entire sale process including how to deal with staff, customers and suppliers.

YOU WEREN’T PLANNING TO SELL 
(BUT A POTENTIAL BUYER HAS MADE AN OFFER)

More and more owners get directly approached to sell their business.

The most common approaches come from those that know the business well;

Staff

Direct Competitors

Customers or Suppliers

It is a tricky process to deal with potential buyers who are already close to the business so we help owners to;

Assess the Offer

Renegotiate the offer

Keep the business ‘on track’ while the negotiations continue

Pull together the team of specialist advisers required to document the deal

IMPORTANTLY in these situations we work with owners on a fee for service basis, typically an hourly rate.

With this approach owners get expert business sale advice, by the hour, without paying a large success fee when in many of these cases the sale has already progressed a long way.

YOU WANT TO SELL ‘OFF-MARKET’
(BECAUSE YOU KNOW WHO THE BUYER IS)

Lots of owners actually know who would be interested and capable of buying their business.

They also know it’s a delicate process to ring the potential buyer and tell them you are ready to sell.

We provide advice on how to achieve a sale without coming off second best in the negotiation including;

Preparing quality business information that can be shared with a buyer

Researching the buyer

Approaching the buyer

Leading the negotiations

Helping the owners develop a Plan B to help with the negotiations

Services

There are 3 different ways we can work together!

BUSINESS OWNERS DIAGNOSTIC

Suitable for owners who want some advice before formally planning or commencing a sale.

A four part program for business owners who want to make their business more valuable and easier to sell.

It only requires a few hours of your time and it can be completed in a few weeks. The program costs $2.5K + GST.

Contact us for detailed information.

TAILORED EXIT PLANNING SERVICES

Suitable for owners ready to sell

A tailored program of services for owners who are committed to selling anytime in the next 5 years.

The first stage of the services involves valuing the business and identifying how value and sellability can be increased within the owners ideal timeframe.

The formal sale process is the second stage.

Contact us for detailed information.

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AD HOC ADVICE

We know there are situations – like the ones detailed above – where you just want some very specific help or advice from an expert.

We are happy to have a no-obligation and free 15 minute discussion to work what help and advice you need. If we can’t help we’ll know someone who can.

Contact us for detailed information.

COntact kerr capital to find out more