Leveraging Future Potential
for Maximum Value Today.
Leveraging Future Potential
for Maximum Value Today.
- All Client Ads Are 'Blind'
- No Disclosure Without Permmission
- No Data Sharing
As the only M&A Search Firm in existence, our objective is to develop a strategy that will give you, the exiting principal, the highest possible return for the enterprise you have created or acquired when you exit and retire.
The deferred exit is one of the most lucrative methods of accomplishing the highest possible return because it capitalizes on the future, unrealized potential of your company.
If the EBITDA of your company could be tripled or quadrupled in the next 3 to 5 years with additional resources (investment, acquisitions, marketing, management, etc), BizHarmony will work with your advisors to help you develop that story into a plan that will stand the scrutiny of the due diligence process. Once the strategy is defined and put to print, we will locate the specific investor / buyer that will be comfortable with that arrangement and philosophy.
The deferred exit structure generally provides an immediate liquidity event, the establishment of growth benchmarks and a second liquidity event when those benchmarks are met. Your day to day involvement is negotiated to meet the needs of both parties. We can calculate in advance what various outcomes might look like from a financial point of view using our proprietary deal structure calculator - so this is not a ‘hoping for the best’ strategy. The structure is extremely valuable to the exit process.
Another strategy that we have implemented in many cases is called ‘bundling’. Using this pre-roll up scenario, we work with the principal of a company in a highly fragmented industry to identify additional similar or synergistic companies that may have an interest in a merger, which occurs in this case, after each company is acquired individually. This strategy offers the benefit of continued growth with economies of scale (a larger entity) driving more profits to the bottom line, ultimately enhancing the final liquidity event for you, the retiring executive.
In the majority of our transactions, real estate is not part of the deal as our investor / buyers are cash flow buyers. They are interested in the opportunity to increase the cash flow, so operating assets are pertinent, but leasing facilities is more attractive to them.
Here’s how it works :
Once we receive the ‘blind’ profile on your company (which you can access here), one of our experienced consultants will make contact with you to execute a non-disclosure agreement so confidentiality is not compromised.
With the executed non – disclosure agreement in place we will learn about your company, what your exit goals are, and what your ideal time to retirement is.
After this information has been established, we will introduce you to one of our Certified Exit Planners, who we will then introduce to your advisors (CPA, Attorney, Financial Planner, etc), to arrange a personal visit to your place of business.
Finally, the Certified Exit Planner, working with you and your advisors, will create a personalized exit plan. We will then introduce you and your team to one of our transaction specialists to design a structure that will accommodate all of the details of the exit plan.
With all of this completed, your firm will be electronically profiled and an html presentation created, using a template designed by our investor / buyers.
Growth companies are primarily acquired by Private Equity Firms, Hedge Funds, Corporate Strategic Buyers and High Net Worth Individuals. We have approximately 8,000 Buyers in our database, all pre-screened and qualified, vocationally and financially.
To complete the cycle, we target select investor / buyers whose buying criteria has been profiled into our databases. When an automated match of 80% or greater is generated, we will notify you of the match, and with whom the match exists, in order to allow you to decide whether you would like to move forward. If so, NDAs are signed by the matched buyer and we will arrange an initial telephone introduction to move the process forward with you, the principal, your broker or your advisor.
If the first match does not result in a deal between the two parties, we move to the next match in line and we complete the process over and over again until the deal is closed.
