Advisory Services
Business Brokerage And M&A Advisory Services
Some sell to chase new goals and pursue passions. Some sell to cash-out and ride into the sunset. Whatever your reason, with XGO Business Brokers and Advisors you have a trusted advisor to help you through the entire process, from valuation to fulfilling your ultimate financial goals at the closing table.
XGO's team of business brokers, M&A advisors, valuation experts, growth strategists and exit planning professionals are seasoned deal makers with expertise in various disciplines to get the deal done. Read on for a full description of our services.
XGO provides not only success fee based engagements to coordinate the entire process, we also provide a la carte services on an as needed basis.
WE ARE HELP YOU NEED WHEN YOU NEED IT!
ABOUT SUCCESS FEE ENGAGEMENTS
XGO's advisory services include Success Fee or Commission Based engagements, where our commission is 100% performance based. We are your trusted partner through the entire process below, from start to finish.
- Business Valuation
- Confidential Marketing Preparation
- Go To Market Strategy
- Marketing The Engagement
- Buyer Management
- Offer Coordination
- Due Diligence Coordination
- Closing and Transition Assistance
ADVISORY SERVICES
For entrepreneurs and business owners looking for assistance in specific stages of the transaction, we offer a more flexible a la carte services model. We advise you when and where you need us: valuation, exit planning, go to market, buyer coordination, due diligence, closing and transition coordination, and more.
We are your partners when and where you need us!
BUSINESS VALUATION
Financial analysis and valuation assessment to determine selling price for your business. This is a relatively short explanation for a complicated and analyses heavy process. Your XGO Advisor can help you know what information to provide and you will full analysis on what your business is currently worth and what it is likely to sell for in your market and in the current enconomy.
CONFIDENTIAL MARKETING PREPARATION
If Confidential marketing preparation of initial offering documents and non-disclosure agreements. XGO staff are trained, wiuth years of expertise in authoring not only compelling profiles for prospective buyers, but optimized content that is designed to get your business high in search results and if front of buyers where they are searching. We also provide comprehensive confidential review packages, confidential information memoranda and supplemental due diligence documents for every stage of the deal.
GO TO MARKET STRATEGY
Optimized confidential go to market strategy designed to get your business in front of as many qualified buyers as possible. Whether the buyer is an individual investor,strategic company acquirer, or a private equity buyer,XGO will tailor a strategy to get you in front of the buyers that are more likely to recognize the value inherent in your hard-earned asset and get you the return you desire at the closing table.
MARKETING THE ENGAGEMENT
If you are not the type of business owner who has time to manage multiple posting sites, run complex marketing campaigns, and track buyer engagement, all while running your business from day to day... talk to us about having XGO use its expertise in digital, print, and social marketing to implement your go to market strategy for you. The XGO team has 15+ years’ experience in listing management. Let us put that to good use for you.
BUYER MANAGEMENT
Navigating multiple buyer inquiries, pre-qualifying buyers, and getting signed NDAs is a lot back and forth with follow ups and phone calls. It can be nerve racking for a business owner trying to run their business. Not to mentioned chasing down calendars and setting up initial discovery calls and tours. Let XGO prevent that headache for you. We can receive the inquiry, respond in a timely manner, get the NDA and Buyer Profile, assess the buyer, share initial information and set up next steps if appropriate.
OFFER COORDINATION
So you have the buyer, now what? They will most likely have more questions, require more information to determine a possible offer or submit a letter of intent, and may need guidance on how and what documentation to use. This is where a trusted Advisor can undoubtedly save a lot of headaches and time for you. Not to mentioned save you money at the closing table should you overlook a key contingency or term of the deal with financial consequences. We are seasoned deal makers, with in-depth knowledge of how to coordinate the offer process efficiently while still upholding yours and the buyer's confidentiality and best interests.
DUE DILIGENCE
So you have an accepted offer, now the fun starts! Remember all those contingencies or terms of the offer or letter of intent? You know the terms... review of books and records, locating acceptable financing, negotiating an acceptable lease if applicable, pre-closing walk throughs and inspections, a mutually agreeable purchase agreement, and many more. These are now tasks that must be performed to satisfaction by a deadline... the closing date. Most of these tasks involve multiple parties such as bankers, attorneys, landlords, etc. Jugging everyone's schedule, while making sure information is gathered, shared and protected during this time is a monumental task with a relatively short deadline. It's kind of like that last spring at the end of a marathon. Here again, XGO can carry you across the finish line.
CLOSING AND TRANSITION
Many sellers and buyers who have not been through the process before, tend to see the closing as a single event and an anti-climax to the deal. Most do not realize the amount of time that goes into coordinating schedules, finalizing and coordinating closing documents, arranging for transfers of funds, titles, keys, and a host of other administrative tasks. That is not to mention post-closing transition of utilities, technology, employees, and more. Making sure that all parties, documents, funds, etc. are in place take a master coordinator, preferably someone who has done it before. Here again XGO can assist with whatever you need.
BUSINESS STRATEGY
Assistance in developing and implementing a long-term blueprint or strategic plan. These plans aid in the establishment of the company's long-term direction, as well as the creation of a map that outlines the company's short-term direction to achieve all long-term objectives. Working with financial experts to ensure that projects are financially sustainable and successful, as well as that all plans can be realized with current resources and financial assets. Futurist strategies take businesses from today to the level they can be tomorrow, by aligning capabilities with the opportunities that can create enterprise transformation.
GROWTH STRATEGY AND EXIT PLANNING
Growth strategy and exit planning services that include but are not limited to the following: assessing client's current business performance and future goals, planning and implementation assistance for stratagies to grow client's business to meet future goals and benchmarks in preparation for a future exit from the business, introduction to outsourced third parties for funding growth and future goals, as well as other service required to meet future goals and benchmarks.