M&A Strategy Sessions

Once you have decided to have Orion Capital Group represent you in the sale of your business, our first step is to have several strategy sessions to obtain the following goals:

• Obtaining the highest purchase price
• Selecting the bid that has the highest probability of reaching a successful closing
• Minimizing the tax liability incurred
• Reducing liability or exposure from the deal

During the strategy sessions our goal will be to understand:

• companies you think would be a good match
• your corporate entity structures
• full financial analysis
• tangible and intangible assets
• what information should be dispersed and what information should be kept confidential

In the process, we will develop:

• detailed valuations for financial buyers based on discounted cash flow
• a master list of strategic buyers to approach
• company profiles for strategic and financial buyers
• a plan to make ensure all corporate formalities are up to date
• guidance in restructuring assets to minimize liability and tax liability
• recast financials to demonstrate true financial performance and future performance
• determine the best way to portray all other data in the best possible light