Biz 7/27/23

We’re BusinessQuest. Valuations & Business Sales

Done Right!

If you are like most privately-owned business owners, your business is one of if not the most valuable asset you own. You only get one chance to sell a business and it is probably the only business you will ever sell. Unfortunately there is no stock market to easily sell and convert that value into liquidity. That’s where BusinessQuest comes in.

Since 2006 we have successfully helped hundreds of small to medium sized business owners realize their goal of unlocking the value of their business by guiding them through the complex and challenging process of business valuation and ultimately selling the business in a confidential, professional and time-proven fashion.

It starts with our business valuation expertise to understand and determine the market value of a business. The valuation process is also instrumental in helping us to prepare to guide owners through the process of confidentially soliciting, negotiating and executing the sale. In addition to our technical expertise, knowledge and experience, what sets us apart is our problem-solving approach and relentless commitment to getting the best deal for our clients.

Our services consist of:

• Business Valuation/Appraisal

• Business Brokerage Services

• Merger & Acquisition (M&A) Advisory Services

Experience

• Over 17 years experience valuing & selling businesses since 2006

• Over 200 businesses sold

• Over 400 businesses valued or appraised

• Industry expertise - manufacturing, distribution, technology, business services, retail/ wholesale, and many more

What Sets Us Apart

• Unique combination of credentialed business appraisers and M&A business brokers

• Capabilities for both small business brokerage and middle market M&A advisory

• Valuation/Appraisal division for strategic planning, M&A transactions, estate & gift planning, buy/sell agreements, etc.

• Best in class resources and approach for finding strategic and industry buyers

Credentials

• Certified Business Brokers

• Credentialed Business Appraisers

• Designated business valuation/appraisal expert in LA, Orange & Riverside Counties

• Founder is Past President of California Association of Business Brokers

• Founder is former 12-year Board Member of California Association of Business Brokers

• Licensed Real Estate Brokers and Salespersons

Core Competencies

• Business Valuation & Appraisal

Expertise

• Confidentiality

• Communication

• Deal management & execution

• Industry Knowledge

• Customized marketing to find the right buyer

• Dealmaking designed to maximize value

You’ve been selling products or services for yearsbut you only get one chance to sell your business. So let’s do it right!

VALUATIONS /APPRAISALS

BUSINESS BROKERS

M&A ADVISORS

More Than Just Another Broker!

So what is my business worth? That’s usually the first question any business owner wants to know. And you’ve come to the right place for the answer. Valuation is a core competency of BusinessQuest and unlike other brokers or advisors, we can certify our valuations to meet the highest standards of a formal business appraisal.

Determining the correct value is essential to selling a business. Price a business too low and you’ll be leaving money on the table. Price a business too high and you’ll have a hard time attracting qualified buyers and selling the business.

Using best practices and decades of experience we will be able to determine the selling price for your business. All our formal appraisals are prepared by a Certified Business Appraiser and can be furnished either as a Calculation of Value or as a comprehensive Summary Report.

We’re with you every step of the way. After we have determined the value of your business, we are now ready to start the process of selling it. See the 12 Steps to Selling a Business on the next page for a step by step overview of the selling process. Key elements include confidentially marketing the business and preparing a professional buyer package to present the business in a highly professional manner.

Our work is performed in a discreet and confidential manner so that your employees, customers and competitors are not aware your business is for sale. After a buyer is found and a price is agreed upon, we then assist you and the buyer every step of the way through the due diligence period and ultimately in the close of the sale.

M&A Deal Management & Execution. Our highly-experienced professionals are adept at the nuances of middle market acquisitions that are distinctly different from small business acquisitions. Key differences include dealing with working capital issues, capital gains tax strategies, auctionbased sales process and pre-sale marketing to industry strategic buyers and private equity groups to increase competition for the purchase of the business and maximize sale price. Our M&A competencies include:

• Highly-sophisticated buyer sourcing technology and strategy to develop a target list of strategic and industry buyers customized to your business and industry.

• Highly-secure, virtual data rooms to facilitate the secure and confidential exchange of company financials and business information with vetted buyers.

We work closely with seller’s other advisors (e.g., attorney, accountant, financial planner, etc.) to get the best price and deal possible while facilitating strategic tax and legal planning to maximize the amount of proceeds you keep after taxes.

The 12 Steps to

1

Business Analysis & Valuation

4

Confidentially Market Business to Buyers

2 3

Prepare Confidential Information Memorandum (CIM)

Prepare Strategic & Industry Buyer List

5 6

Buyers Complete Non-Disclosure Agreement (NDA)

Buyer Pre-Offer Business Review & Meetings

Design: