Mergers and Acquisitions (M&A)
Advisory Firm

Our mergers and acquisitions team specializes in large
transactions.

Does My Business Qualify as an
M&A Transaction?

Our M&A department asks several key questions to determine if your business qualifies as an M&A transaction, including:

Does your company have earnings greater than one million dollars?

Is your business too large for an individual buyer to purchase or finance through conventional methods?

Is your company in an industry that is consolidating?

Is your business experiencing impressive growth?

Do you want to grow your company and retain some equity?

What To Expect in an M&A Sale

What To Expect in an M&A Sale

When you’ve built a strong business, selling it should be simple. Here’s what you can expect when you work with a Transworld advisor.

FAQ - Selling Your Business Process
01
Identify Your Needs and Goals

We'll meet with you and your advisors to fully understand your situation. We'll ask questions like:

  • Is your company growing?
  • Do you need capital?
  • Do you need specific expertise to take it to the next level?
  • What is your succession plan?
  • Are you ready to do something different?
  • Would you like to take some money out of the company?
  • Is competition heating up or is the industry consolidating?
02
Review Your Options

Transworld will help you understand your choices. Depending on the market, you might be able to raise capital. And depending on the economy, it may be a good time to sell. We'll also explore considerations like going public, or if starting a franchise would be an attractive possibility.

03
Complete a Valuation

You can understand the true value of your company with a formal valuation. Valuations provide the comprehensive information you'll need to feel confident about the multiples applied to your business, the tax implications of the sale and the financial structure of the transaction.

We'll address questions like:

  • Should I pay for a valuation?
  • What multiples apply to my business?
  • What methods or rules of thumb are used in our industry?
  • Do assets matter?
  • Do you apply gross sales?
  • What are the tax implications?
  • And more!
04
Create a Plan

Transworld merger and acquisitions professionals will develop a plan to take your business to market. This will include a prioritized list of buyers and an outline of a full marketing package.

We'll address questions like:

  • Which buyers should we approach first?
  • How do we get the best price?
  • How do we create competition?
  • How do we keep the sale confidential?
  • How do we prepare the right marketing package?
05
Network and Market the Sale

Transworld is one of the largest business selling organizations in the country. We draw on our extensive network and a long history in the industry to market your business. Our approach includes qualifying buyers and identifying strategic buyers before seeking out financial buyers or the open market.

We'll address questions like:

  • Who is a qualified buyer?
  • How do we charge course when there is strong competition?
  • Would I be getting the best price with a particular buyer?
06
Meet With Prospective Buyers

Transworld attends your meetings with the most promising prospective buyers. We help you prepare beforehand and follow up afterward to review next steps.

We'll address questions like:

  • What should we discuss in buyer meetings?
  • What should I avoid doing in a buyer meeting?
  • What information should I limit in the meeting regarding my business?
  • How can I be successful in a virtual or remote meeting?
07
Solicit and Review Letters of Intent (LOI)

Transworld works with you and your advisors to select the best buyer and solicit letters of intent. Together, we will discuss ideal financial terms including cash, notes, earnouts or stock.

We'll address questions like:

  • Who is the best buyer for me and my business?
  • What about cash, notes, earnouts, stock and escrow?
  • What about non-solicitation agreements?
08
Negotiate the Sale

Negotiations can be a long and complicated process. Transworld has an in-house training program to help you refine your negotiating skills.

We'll address questions like:

  • What should be in the letter of intent?
  • When should definitive agreements be drawn?
  • How long for due diligence?
  • Who pays the attorneys or CPAs?
  • Is an audit necessary?
09
Complete Due Diligence

Transworld will help you understand how the due diligence process works, what roles your attorney and CPA play and the appropriate location for due diligence to be performed.

We'll address questions like:

  • What information is necessary?
  • Where is due diligence completed?
  • What if I'm asked to cut out the intermediary, attorney or CPA?
  • How do I maintain my valuation as the deal progresses?
10
Close the Deal

Once due diligence is complete, the merger and acquisition process can move forward. Transworld will help you review and negotiate final agreements, follow up with financing sources and arrange real estate sale or lease transfers. Then, we'll take a moment to celebrate your success.

Questions About Selling?
We’ve Got Answers.

From how long it’ll take to sell your business, to how the valuation process works, we’ve got the answers you’re looking for.