Steve Rooms
Qualified Accountant & Investor
Email: Steve@SteveRooms.com
M&A Advisory
M&A Advisory Services
For business owners who want to exit but need help and guidance through the process
Understanding The M&A Process
Far too often I have spoken with owners of a business who are convinced that all they need to do is list their business for sale, agree a deal and then pocket all the cash when the deal completes.
It simply doesn't work like this.
As a minimum before you even put the business up for sale you need to consider:
- Is my business ready to be sold?
- How much is it currently worth and how can I improve the valuation?
- What does the process of selling a business look like?
- What type of buyer am I looking for?
- What will the transition period look like?
- Can I take advantage of BADR?
I provide a free tool that helps you to assess where your business is right now, along with help and guidance on how you can improve it. We can then schedule a follow up call if you want to discuss it further. Click on the orange button on the left to get started.
"As an accountant with over 20 years experience who has not only bought and sold businesses for myself but helped over 80 others to as well, I have in depth knowledge of the process of buying and selling a business."
How I Help You
List of services
-
Preparation For SaleList Item 1
- Business valuations
- Review existing systems & procedures
- Documentation of all business processes
- Due Diligence
- Data room preparation
- Information Memorandum
- Access to my database of over 13,000 private investors around the world
-
M&A Advice and SupportList Item 2
- Walking you through the process
- Insights into what a business buyer is looking for
- Deal structures
- Raising finance
- Legal documentation
- Attendance on calls with buyers/seller
-
Financial AnalysisList Item 3
- Full analysis of the financials of the target company plus full report for the buyer
- Valuing the target business
- Assessing various deal structures
- Offer sequences
- Financial forecasts post-acquisition
- Business plan preparation
-
Due Diligence & LegalsList Item 4
- Data room set up
- Full review of due diligence and report for the buyer
- Heads of Terms support
- Initial sale agreement preparation
- Consultancy agreements
- Access tomy deal solicitors
