The Selling Process

VR Mergers & Acquisitions in Wyomissing, Pennsylvania, and its affiliated company, VR Mergers & Acquisitions in Lewisburg, Pennsylvania employ a twelve step proven process for sell-side clients.  The process our firm uses is illustrated below and each step may be expanded upon by clicking on the appropriate box.  Throughout the process, we stay in close communication with each client to ensure that they are fully informe

1.  Establish Relationship with Client 

• Understand client goals and objectives
• Discuss all options
• Educate client about the selling process

2.  Assess Company and Conduct Analysis

•  Obtain information and financial
•  Understand market position
•  Identify limiting factors
•  Determine valuation range

3.  Commit to Process

• Review valuation range
• Discuss options
• Reach decision
• Sign engagement agreement

4.  Identify Potential Buyers

• Research strategic, synergistic and financial potential buyers
• Develop strategy to reach each buyer group
• Design contact process to create greatest level of competition among potential buyers

5.  Profile Company

• Conduct owner interviews
• Research industry
• Complete comprehensive analysis

6.  Marketing Package

• Prepare confidential summary
• Prepare confidential business review 
• Focus on unique value drivers of the company

7.  Market to Potential Buyers

• Proactively contact potential buyers
• Screen interested parties
• Obtain confidentiality agreements
• Provide Confidential Business Review

8.  Evaluate Offers & Negotiate

• Provide analysis and feedback on offers to sellers
• Negotiate price, terms, deal structure with buyers

9.  Letter of Intent (LOI)

• Negotiate Letter(s) of Intent that meet seller goals

10.  Facilitate Due Diligence

• Serve as liaison between buyer and seller with regard to due diligence
• Review due diligence list, time line, etc. for feasibility and necessity

11.  Execute Purchase Agreement

• Review purchase agreement to ensure that it follows framework of LOI and price, terms, structure discussed
• Provide feedback to seller, buyer and other advisors (CPAs, attorneys)
• Facilitate execution of the final purchase agreement

12.  Manage Closing Process

• Facilitate the closing
•  Ensure that all documents are prepared
• Coordinate and communicate with seller, buyer and their respective advisors