• 2870 Peachtree Road #504 Atlanta, GA 30305 USA
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Blog Post

The Montana Group’s Sale Process Explained

sales process explained

Sale Process Explained:

  • Initial discussions with the Owners to allow us to get to know each other.
  • Review of historical financial statements and Company marketing material.
  • Discussions concerning price expectations.
  • Execution of the Listing Agreement.
  • Receipt of necessary material to reconstruct the financial data and to assemble the Offering Memorandum.
  • Initial “Blind” email teaser to determine which of our Private Equity Groups has a current interest in the Company that we are now marketing. Also, specific marketing within the Company’s focus if so instructed by the Seller.
  • Execute a Confidentiality Agreement with each prospective Buyer.
  • Provide the Executive Summary of the Company to the Buyers.
  • Initial discussions to determine the level of interest with each Buyer.
  • Provide the complete Offering Memorandum which includes Financial Information.
  • Discussion with each Buyer to determine those that qualify to proceed.
  • Individual conference call with Seller, Buyer and the Montana Group.
  • Buyer provides non-binding valuation range.
  • Those with acceptable valuations are allowed a visit with Seller either on premise or offsite.
  • Buyers provide an offer sheet which is discussed with the Seller.
  • A Buyer is selected and the Due Diligence process begins which includes the assembly of much information and many meetings to discuss the Company.
  • A successful closing!