Exemplify Financial Services, LLC often serves as a business brokerage firm for persons seeking to sell a business to retire. We represent sellers of all sizes, referral sources, and in all industries rooted in Texas.

We specialize in finding quality buyers for the sellers for whom we work. Exploring the options of a sale of a company requires a degree of confidentiality and a commitment to a potentially lengthy process.

Variety of Services

We assist our clients throughout the entire selling process. First, we prepare a business valuation to establish the company's range of value to determine whether or not selling your business at this time will achieve your objectives. Our team of M&A specialists, attorneys, and accountants helps our clients prepare for the future through a variety of services such as:

Recasting your company's financial statements and developing projections that demonstrate the company's true market potential.

A professional opinion of your company's market value which establishes a baseline for evaluating offers.

An assessment of where your business stands in the current market and how to find the best buyer.

Consultation on growth strategies, exit strategies and deal structures that can increase sale price and after-tax proceeds.

Perspective of The Seller

Once an exit plan has been developed, the business is ready to be introduced to the market. Exemplify Financial uses a systematic and proven approach to bring companies to the market effectively. The following is an overview of the process from the perspective of the seller:

  • Exclusive or non-exclusive representation and marketing agreement is signed with Exemplify Financial.
  • Exemplify Financial prepares a Valuation Analysis to determine a realistic value range.
  • Exemplify Financial prepares a detailed Confidential Business Review information package and ancillary marketing materials where appropriate to be presented to qualified buyers.
  • The target strategic, financial, and/or entrepreneurial acquirers' profile is determined.
  • Using a wide network and a variety of databases to seek the best strategic buyers and investment firms, nationally and internationally based companies are sourced from proprietary and other databases, often resulting in multiple buyers.
  • Exemplify Financial discretely communicates with the prospective acquirer(s) by letter, email or telephone.
  • Interested parties are financially qualified and then sign Non-Disclosure/Confidentiality Agreements.
  • Exemplify Financial provides each qualified acquirer with the Confidential Business Review. Facility tours and initial meetings between acquirers and clients are arranged.
  • Letters of Intent (LOIs) are prepared by acquirers and presented to Exemplify Financial and the client.
  • Exemplify Financial negotiates on the client's behalf with each acquirer submitting an LOI. An LOI is executed with the prevailing acquirer.
  • A due diligence information package is prepared for the acquirer and due diligence occurs. Exemplify Financial manages the negotiation process in coordination with our client's attorneys and accountants to create the deal structure that's right for the client.
  • The Purchase and Sale Agreement is negotiated with the assistance of Exemplify Financial and legal counsel of the seller and acquirer. losing documents are prepared and executed. Transaction is closed.

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