The M&A Process
(An Article by Simone Lillian)
 

At Simone Lillian & Company, we help both buyers and sellers achieve your goals of a successful, completed deal that benefits both parties.

 

Simone Lillian & Company specializes in connecting buyers and sellers across a wide range of industries. Our mission is to ensure that you get the best deal for your business, whether on the buy-side or the sell-side, while maintaining complete confidentiality and trust throughout the entire process.

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PERSONALIZED SERVICE

We understand that every business is unique. Our dedicated team takes the time to understand your specific needs and goals, providing tailored solutions that match you with the right buyer or seller. We’re here to guide you every step of the way, ensuring a smooth and successful transaction. There is no generic template for accomplishing our goals without approaching each potential deal as individual and unique.

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CONFIENTIALIATY ASSURANCE

Your privacy is our top priority. We implement strict confidentiality measures to protect your sensitive information allowing you to engage in the buying or selling process with peace of mind. No specific information is divulged in the marketing or initial stages, and a signed Non-Disclosure Agreement (NDA) is required before we provide any specific details about either business. We do not want your employees, your customers, or your vendors to find out about a potential sale of your business until you are ready to announce it yourself. You can trust Simone Lillian & Company to handle your business sale or purchase with the utmost discretion.

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EXTENSIVE INDUSTRY EXPERIENCE

With the proper training and education, along with our experience across a large variety of industries, we bring valuable insights and knowledge to every transaction.  Whether you’re interested in technology, healthcare, manufacturing, trade or service, or any other sector, our experience in the manufacturing, wholesale, fashion, and service industries helps us understand the nuances of your market, ensuring a strategic approach to your M&A needs.

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STREAMLINING PROCESS FOR BUYERS AND SELLERS

Our brokers conduct an initial consultation begining with a thorough discussion with you, the Seller, to understand your objectives and requirements and reasons for selling. For buyers, Simone Lillian & Company will assess your needs, preferences and financial capabilities to assist in finding your most compatable industries to focus on. Education and experience affords us the ability to hone in on your true requirements and goals. 

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MARKETING THE BUSINESS

Simone Lillian & Company will create the essential marketing strategy to attract potential buyers for eoch specific seller. This most likely will include preparing a confidential information memorandum (CIM) that outlines your business’s strengths, financials, and growth ability. Being able to accurately define your business, including assets, goals, growth potential, and strong points will facilitate the sale process. We may also market the business through various channels while still maintaining total confidentiality.

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IDENTIFYING BUYERS

We use our extensive business network and databases to identify potential buyers that meet the specific criteria for each individual seller. Defining the right match of potential buyers is key to achieving the best possible transaction for both seller and buyer.

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QUALIFYING BUYERS

Before sharing detailed financial as well as other sensitive information, we qualify potential buyers to ensure they have the financial capability and serious intent to purchase your business.

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NEGOTIATION

Once a buyer is interested, SL&Co. facilitates negotiations between the buyer and seller. We help both parties understand each other’s positions and work towards a mutually agreeable deal. Our goal is for each side to be satisfied with the final outcome.

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DUE DILLIGENCE

After reaching a preliminary agreement, the buyer conducts due diligence, where they thoroughly investigate the business’s financials, operations, and legal matters. Once due diligence is complete we will help satisfy and resolve any issues that may have come up. At this point sales agreements will be finalized and the closing process will be coordinated, ensuring all necessary documents are signed and funds are properly dispersed.

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AFTER THE TRANSACTION

After the transaction is complete we may provide post-sale support to help both parties transition smoothly, ensuring the buyer is well-equipped to take over the seller’s business. Often this may require the seller to remain on temporarily, at least in a consulting capacity, to assist in this transition.

 

Simone Lillian and Company will help both buyers and sellers achieve their goals from the very first step through to the final sale.

 

Please contact me to confidentially discuss any desires you may have to sell your business, or to buy another business.

 

Best,

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Simone Lillian, President

Simone Lillian & Company

917 450-4088

Simone@SimoneLillianAndCo.com