Arbor Insurance Group, Inc.

Franklin Acquisition Advisors

Arbor Insurance Group has partnered with Franklin Acquisition Advisors to bring you these services
Creating Wealth through Business Sales, Mergers and Acquisitions
10 Step Process
  1. Education on Mergers and Acquisition Process
    • Understanding the M&A Process
    • Developing and implementing target exit and liquidity strategies
    • Ensuring all viable options are evaluated
  2. Company Assessment
    • Background
    • Valuation
    • Recasted financial statements
    • Industry analysis
  3. Determine Salability
    • Market conditions
    • Company financial picture
    • Overall feasibility
  4. Financial Planning
    • Assess lifestyle/retirement goals
    • Financial planning and tax strategy
    • Estate implications
  5. Business Development
    • Mitigating risk
    • Improving discretionary cash flow
    • Developing a competitive advantage
  6. Develop and Execute Marketing Strategy
    • Identifying potential buyer types
    • Identifying buyer channels
    • Establishing a game plan to introduce the business to the marketplace
  7. Develop Marketing Package
    • Confidential summary
    • In depth package for qualified buyers
    • Enabling the receipt of multiple offers
  8. Negotiation and Deal Structure
    • Review offers
    • Purchase type: stock or asset value
    • Treatment of debt
  9. Purchase Treatment
    • Terms
    • Closing Date
    • Comprehensive list of what is included in the sale
  10. Closing
    • Tax Releases
    • Disbursement of funds and/or stock
    • Communications strategy