Scenarios

 
 

“My children will be taking over the business”

“I’ve been approached by a buyer”

“I’m interested in selling in 5 or 10 years”

“I’m ready to sell”

“I’m looking to grow by acquiring”

“We’re looking to dissolve our partnership”

 

“My children will be taking over the business”
It's a common misconceptio-n that if you're looking to leave your business to a successor, you can skip the process of valuation and due diligence. In fact, this is one of the prime areas we can help. Our objective assistance results in a clear understanding of the business and its value, and can help ensure the success of an otherwise emotion-laden transaction.

In many cases, the business represents the majority of an owner's estate, which can cause complications for other family members. We can help explore financing options to make cash available for other purposes.

Our services may include:

• Mediation

• Valuation

• Coaching to ease the transition for the new owner

• Financing and investment services to ensure that new owners have the necessary capital for success without jepoardizing owner proceeds

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“I’'ve been approached by a buyer”
The good news is that your company is clearly valued in the market. The challenge is to understand what that value may be. Many buyers accept the seller's offer as market value, and base their decisions on this number. This can lead to either a significantly lower return or to a failed transaction further down the road, after much time and investment on both sides.

Through our involvement in many homebuilding transactions, extensive knowledge of the consolidation market, and in-depth financial analysis, we can provide a realistic valuation of your company. And, after finding the right buyer for you, we can help negotiate and smooth the transition for optimum return with minimum disruption.

Our services may include:

• Valuation

• Financial planning

• Matchmaking with potential buyers

• Acquisition representation

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“I’m interested in selling in 5 or 10 years”
At today's pace of business, it seems that the top priority is the immediate operational demands of the company. In reality, planning is the most crucial matter facing a leader.

Now is the time to meet your goals for this timeframe. We can help you to understand the current value of your company, set quantifiable targets, and define a plan to meet these targets. This can improve the sale value while ensuring ongoing company confidence and success.

Our services may include:

• Exit strategy development

• Valuation consultation

• Financial planning

• Operational effectiveness consulting

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“I’m ready to sell”
Selling your company is a complex process, with many parties and factors to consider. At the same time, your business doesn't stop for the sales process. Owner/operators must delicately balance maintaining the value of their company with achieving maximum value from the sale.

This is where we can help. Representation by Robichaud Financial Services means an objective, skilled negotiator who considers not only your bottom-line sale price, but also your culture, chances of ongoing success after acquisition, and the future for your employees. Representation typically begins with a thorough assessment of the company, resulting in a valuation. Typically, at that point, we would:

1. Develop a confidential memorandum

2. Research market to identify potential buyers that meet criteria developed in assessment.

3. Discuss with you which potential buyers you'd consider.

4. Present confidential memorandum to potential buyers.

5. Require potential buyers to sign a non-disclosure agreement before learning identity of your company.

6. Arrange a site visit.

7. Manage due diligence process.

8. Negotiate contractual terms of sale.

9. Mediate points of disagreement.

10. Smooth company transition through ongoing support and access to consultant expertise.


Our services may include:

• Valuation

• Presentation to prospects

• Representation

• Mediation

• Change management consulting

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“I’m looking to grow by acquiring”
Acquisition is a great way to gain access to key assets, reach economies of scale, tap new markets and proven talent. The returns are only quickly achieved, though, if the target company suits your culture and processes.

Robichaud Financial Services is expert in assessing the likelihood of success, based on cultural compatibility, readiness for change, and potential for sustained performance. From the due diligence process to managing negotiations for optimum return, we allow you to concentrate on growing your business.

Our services may include:

• Valuation

• Identifying target companies

• Representation

• Mediation

• Change management

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“We’re looking to dissolve our partnership”
Whether for business or personal reasons, there frequently comes a point at which partners wish to "divorce", or dissolve their relationship. This is often emotional and complex, and both parties can be best served by the involvement of an objective third party who can help quantify the value of the company.

Our services may include:

• Mediation or representation of one of the parties

• Valuation

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