Sunbelt offers worldwide marketing services for small to mid-market companies who wish to merge with or be acquired by another entity. Sunbelt's successful transaction experience includes expert representation in the sale or merger with strategic buyers, financial buyers, private investment groups and publicly traded companies. The Sunbelt M&A process provides experience in complex deal structure negotiations and complete and professional client services including sophisticated valuations, extensive confidential client marketing and targeted buyer search assignments uniquely designed to meet your goals.

Corporate Valuation		A comprehensive valuation will determine the Fair Market Value of the business from a financial buyer’s perspective. We believe that Fair Market Value is the minimum price that should be achieved in the selling process. We are often able to close deals significantly above the Fair Market Value by identifying potential synergistic industry buyers who see the strategic advantages in the acquisition. Sunbelt analyzes your company’s strengths, assets, financial performance, hidden value drivers and growth projections. Our proprietary databases enable us to analyze purchase price comparisons of completed business sales in the appropriate industry. Our worldwide reach along with our proprietary marketing system assures complete and confidential marketing.
Confidential Business Review		Proper interpretation and presentation of financial, marketing and operational information is a crucial step in the packaging of your business. Financial statements are prepared for tax purposes, not for business sale purposes. We perform a "re-casting" analysis of your financial records to uncover the true earnings power of the enterprise. Proper presentation of client business financial information adds substantial value. Because most M&A buyers acquire businesses for either synergistic or growth reasons, it is also critical to effectively present the operational performance as well as growth opportunities of the business. The Sunbelt Confidential Business Review is an extensive representation of the business that is a valuable asset to potential buyers and will assist you in achieving the optimal price in a desirable time frame.

Strategic Buyer Identification		Sunbelt utilizes extensive proprietary information sources to identify the appropriate synergistic buyer. Our strategic buyer identification process includes U.S. and international companies as well as Private Investment Groups. Our research results will be reviewed with you prior to initiating contact. This review process allows you the opportunity to withdraw any buyer profiles with potential conflicts.
Confidential Buyer Contacts		Potential buyers are approached with general information that does not disclose the client company specifically. Identification of the client will only be done after the buyer has executed the appropriate Confidentiality and Non-Disclosure Agreements.

Professional Negotiations		Sellers are more likely to achieve a substantially better financial package when negotiating through a professional intermediary. During the negotiation phase we will likely be dealing with multiple potential buyers thereby increasing our clients options and leverage. The sense of competition in the negotiation stage typically serves to drive up the purchase price. Sunbelt's professional intermediaries allow the client to remain at arms length during the negotiation process, while still maintaining complete control. Our ability to follow up with and manage the expectations as a third party is the best way not to compromise your negotiating position.
Deal Structure		The sale of a business provides you with a variety of financial opportunities. The final purchase price is only one component of the overall result. Sunbelt's experience in thousands of transactions with a wide range of buyers gives us the negotiating edge. Sunbelt takes into account all of the elements of the financial transaction, including: Stock sale versus asset sale; initial investment; terms and interest rate on notes; liabilities assumed by the acquirer; transfer and negotiation of leases; employment contracts; consulting agreements; non-compete agreements; current assets retained by the seller; potential earn-outs; continuation of fringe benefits; stock ownership retention and other pertinent details. The total financial package negotiated on your behalf is the true measure of our value-added service.
Due Diligence Management		Financial and operational representations are made during the sale process. Potential acquirers rely upon these representations when determining the viability and the value of a business. If these are not adequately and clearly substantiated during due diligence, the transaction could be jeopardized. Our experience and involvement in countless due diligence projects enables us to anticipate the information the acquirer and their professionals will be analyzing. Our advanced preparation maximizes the probability that the process will be short and successful.

Purchase Agreement Negotiations and Closing		Numerous agreements must be negotiated and the efforts of multiple parties must be coordinated. Sunbelt works with a client's legal and accounting team to orchestrate a Definitive Purchase Agreement that reflects all details of the transaction. Sunbelt Advisors play a key role in ensuring that this process is properly managed to avoid jeopardizing the transaction. In most instances our involvement in this stage saves you thousands of dollars in potentially excessive professional fees.
Transition Management		This is the point at which you are assured that you have realized your goal. The transition involves a period of cooperation in which you will assist the acquirer in effectuating a seamless transition. This includes transfer of key relationships and proprietary information needed to successfully operate the business.