Sell side process - Prepare your sale throughly with us

A well-prepared sales process has many advantages for the seller.A poor information situation often leads to price discounts in sales processes.

You want to sell your company, a company division or a share? With targeted and structured preparation of information, the vendor can complete the sales process more efficiently and quickly.


We support vendors in determining the sales strategy – an essential part of the overall process. Whether our clients wish to make targeted purchases of divisions from a strategic perspective, market consolidation, or there is no one to take over a family company – we will confidentially help you develop a customized sales strategy and optimize the return.


We will partner with you to establish the sales strategy. Typical contents of sales strategies are:


  1. Definition of the transaction object and analysis of the current stage
  2. Creation of a schedule and plan of action for the sales process
  3. Identification of the company's value drivers and possible deal issues
  4. Determination of a search profile for for candidate selection


Your sensitive data will be professionally prepared for the sales process. This creates meaningfulness and independent transparency. This is how we lay the foundation for a successful sales process.


We support investors as a reliable partner during particular phases of the sales process by taking over special duties in the transaction process or, if necessary, steering the entire process.


Typically, potential buyers/ investors expect a professionally prepared data room in which the relevant information of the target company is available in virtual form. We will organize the data room process for you. 


Our support especially includes the following activities in this context:


  • Advice on the data room format (virtual/electronic or physical)
  • Support in determining the data room rules for potential investors
  • Setting-up a (virtual/electronic or physical) data room
  • Identification of the data required for the sales process
  • Support with the professional preparation of this information and entry in the data room
  • Supervision of the data room during use by the buyer/investor or their advisors (organization of the Q&A process, validation and review of the requested documents, confidentiality checks, etc.).


The major objective of the data room is to make information centrally available so your other business processes are as little impacted as possible.

Teasers created by us usually include:

  • A brief profile of the company to be purchased (incl. financials / business fields / products) in anonymized form
  • Presentation of the transaction object before and after the transaction
  • Presentation of important historical key financial figures

When serious interest in buying has been expressed, the interested parties will receive a detailed Information Memorandum (IM) with the strengths and potential of the offered company. Interested parties can formulate an indicative sales price offer on this basis. 

The Information Memorandum presents the following aspects of the target company in more detail:

  • Legal structure and historical development
  • Business overview – description of the business model and the transaction structure
  • Presentation of the financial value drivers of the company or individual divisions – analysis of the historical asset, finance and revenue situation using select KPIs

We support you in developing a business plan and “telling the story” behind the sales rationale.


When appropriate, we call upon external specialists to offer their expertise, especially in sales situations. In the spirit of an efficient and targeted sales process, we support you with:

  • Workshop moderation and coaching of the individuals participating in the planning process
  • Objective evaluation of the initial situation of the sales object and presentation of various options for action
  • Making suitable methods and instruments available for efficient execution
  • Introduction of specific industry and expert knowledge


Historical and future-oriented financial data will be presented in a structured and compressed form to potential buyers/ investors in a financial factbook. The factbook neither contains plausibility considerations nor assessments of the presented analyses. It covers the following topics:

  • Historical Balance sheet and p&l analysis
  • EBITDA-adjustments
  • Net debt
  • Current Trading
  • Business Plan

With the financial factbook, we will aid you in identifying, structuring and describing the key financial data.

Business plans primarily serve capital providers/ buyers to identify the opportunities and risks in the company for sale and, in this way, form a well-founded basis for decision-making. The responsibility for creating a realistic business plan is fundamentally the responsibility of the management of the sales object. This increases the management’s identification with the business plan. 

Well-founded company planning constitutes the basis for a valid and objective calculation of the company value. A non-market-appropriate value may cause the sales process to fail in its early phase. This is why we support you with our customized and professional consultation in determining realistic market prices.

A well-organized question and answer process is the essential precondition for efficiently directing a sales and purchase process. 

 

We will organize and structure the Q&A process for you by:

  • Individually regulating the rights of individual user groups
  • Prefiltering the question set for different bidder groups 
  • Delegation of questions to teams of specialists
  • Audit-proof documentation of all actions

Are you interested in our services? We are always there for you!

In order to be able to offer you the perfect solution, we need precise information about your requirements. Let us know what you are looking for and you will get the best possible support.
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