Just as every business is unique, so are the circumstances facing individual owners and their businesses at the proposed time for exit. To meet the needs of individual business owners and address the unique circumstances facing the business at the anticipated time for the exit, Optimal Exit Solutions offers a wide range of services, which can either be bundled into packages or purchased individually to meet the needs of the business owner and the particular situation. By offering a wide range of choices to our clients for selecting available services, the business owner is afforded maximum flexibility in directing the exit process, while, at the same time, having the opportunity to save money by purchasing only those services that the business owner deems necessary.
A major benefit of our approach is that it facilitates the creation of information that the business owner’s professional advisors need in order to formulate answers to key questions, information that the business owner needs to make critical decisions regarding the exit process, including what approach to selling will be selected, should the sale of the business be the chosen mode of exit.
Optimal Exit Solutions offers the following services:
Exit Planning – preparation of a basic exit plan, assistance in forming the professional advisors team, and coordinating the efforts of the professional advisor team during the exit plan preparation process.
Business Valuation – broker value opinion and most probable selling price reports are offered. These limited business valuation reports provide the information typically needed for exit planning purposes at a fraction of the price of a formal opinion of value report.
Mergers & Acquisitions (M&A) Services – to perform, facilitate and coordinate all significant aspects of the business sale process for sales with expected transaction values in excess of $ 6,000,000. We are fully licensed by the California Department of Real Estate, license # 01013469.
Business Brokerage Services- to perform, facilitate and coordinate all significant aspects of the business sale process, including marketing and negotiating on behalf of the business owner, for sales with expected transaction values under $ 6,000,000. We are fully licensed by the California Department of Real Estate, license # 01013469.
Commercial Real Estate - Optimal Exit Solutions has the resources and expertise to sell the real property and improvements, if those assets are owned by the business owner and if it is beneficial for the owner to do so. We are fully licensed by the California Department of Real Estate, license # 01013469.
Confidential Business Review Preparation – The Confidential Business Review (CBR) is the prospectus for the business being marketed and presents the business in the most attractive light. It incorporates financial summaries and recast financial statements, as will as important information about the business and the industry in which it operates. By providing potential acquirers with information essential to their understanding of what the business is and how it operates, those prospective buyers should be able to determine whether or not the subject business is a possible fit or if it is not. This saves the business owner much time and effort, by reducing the number of buyer questions that need answers from the business owner, and typically lessens the need for time-consuming meetings with buyers. Beyond saving the business owner time and effort, the CBR is an essential marketing tool for obtaining the highest price and best terms that the market will bear.
Consulting Services – to identify the areas of business operation which could be improved and provide recommendations for improving bottom line profits and ultimately increasing the market value of the business. This service can be extremely beneficial, as improvements in net profitability, typically have a magnified effect on the expected selling price. This is because each dollar in increased net profit typically results in an increase in expected selling price, that is a multiple of the dollar increase in net profit. As such, an investment in consulting services is typically very cost effective, and can pay for itself many times over in increased proceeds from the sale of the business.
Ad Copy Writing – for business owners who don’t require the services of a broker to market the business, locate and screen potential buyers, and negotiate the best price and terms on behalf of the business owner, but wish to have their business advertised in an effective, professional manner. While few business owners possess the required knowledge of the market place for businesses, and the expertise and experience to write effective ad copy, we do, and the cost of this service is quite reasonable in comparison with the benefits of advertising, that has a professional appearance and a compelling message.
Custom Advertising Programs - for those business owners who wish to sell their businesses without involving a broker, but wish to have the benefit of a comprehensive, professional marketing program.
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