BUSINESS CONSULTING
and Sales
BUSINESS CONSULTING
and Sales
The decision to sell a business can be a difficult and life-changing event. A proven team and a focused process is essential to ensuring a successful business transaction. Jaqua provides both of these key elements. Our experienced team not only gives practical, forward thinking solutions, but also assists with every step of the selling process. Utilizing a proven set of tools and techniques for packaging and marketing businesses, we help locate Business a qualified buyer and facilitate a smooth transition.
Planning an Exit Business Valuation Marketing and Sale
Sale of Real Property
PLANNING AN EXIT The first step in selling a business is pre-sale planning. Here, we start by getting to know our clients’ motivations and objectives and begin understanding the individual characteristics of the business. Jaqua begins to develop a transition plan with clarification of selling plans, identification of business strengths, and indication of opportunities for growth.
The following questions help determine the proper process to give the greatest chance for a successful sale: • What is the ideal timeline to transition out of the business? • What is the preferred method for transitioning out of the business? (third-party sale, sell to family or employee, do not know) • What is needed to complete a transition plan? • What is the value of the business and will it meet the owner’s financial needs? • Is there a specific plan after the transition is complete? • Has there been attempted transitions/sales in the past? • Is the business ready to be sold? • How motivated is the owner to do what it takes for a successful transition?
BUSINESS VALUATION No business owner should consider selling a business without a substantial understanding of what it is worth on the market. Business valuations are critical to every business sale. When this valuation is part of the sales package, businesses consistently sell for high prices with better terms. By thoroughly analyzing an organization, we are able to highlight the strengths and opportunities of the business to potential buyers. A successful business is worth more than the sum of its parts, and determining a business’s value is not as simple as profit and loss. A properly prepared business valuation will not only determine how profitable the business is, but also how predictable that profitability is. We go beyond the information provided in financial statements and tax returns to examine industry conditions, competing organizations, strength of products or services, and future growth prospects.
Our business valuation will identify a businesses value as it is today, as it could be with a few enhancements, or what it would look like with longterm optimization. Analyzing these factors help us make sure a business is in great shape so that it is able to be sold.
Kurt Elliott Partner
c: 269-665-0488 o: 269-341-4300
kelliott@jaquarealtors.com
MARKETING & SALES Once all the necessary steps have been taken to prepare the business, it is time to put it on the market.
In this next transition phase, our agents will help a business optimize its market appeal through relevant marketing strategies. These include updated logos, websites, marketing materials and other social media tools that provide evidence to buyers that the company is healthy and progressive. We work with clients to convey that a business is relevant for tomorrow’s economy. Our experienced marketing staff will formulate a professional marketing plan to advertise the company in a way that is both effective and drives competition. We will use a combination of modern technology and influential marketing materials to find as many prospective buyers as possible. Compelling advertisements will be strategically placed in order to catch attention and entice potential buyers to explore the opportunity further. During this process, Jaqua is dedicated to upholding a standard of discretion and confidentiality. We understand that it is essential to conduct the sale in a manner in which it does not tip off customers, suppliers, partners, or employees. We are committed to gaining the exposure a business needs, while also maintaining a level of confidentiality to mitigate these risks and guarantee a smooth transaction.
SALE OF REAL PROPERTY An operating business is very different from the real estate where it resides. There are also very different contractual agreements necessary to transfer business assets. Jaqua Commercial offers clients the market knowledge and expertise to succeed in a competitive business environment.
Matthew Leighton, CCIM Associate Broker
Whether the client is a property owner, lender, developer, or investor, our Commercial Team, through their expertise of the market, can assist in making all business decisions easier.
c: 269-207-6539 o: 269-341-4300 mleighton@jaquarealtors.com
As a local company, we are trusted within the community to offer local expertise and build global relationships to provide the best business opportunities for our clients. Jaqua is sincerely committed to growing and investing in the communities we serve. Our experienced Commercial team can help you navigate: • • • •
Investments Retail Office Development
• • • •
Build to Suit Site Selection Land Acquisition Income Properties
Joanne Becker, CCIM Associate Broker c: 269-217-9878 o: 269-381-7653 jbecker@jaquarealtors.com Marc Tourangeau, MBA, CCIM Associate Broker c: 269-207-3072 o: 269-341-4300 marct@jaquarealtors.com
Commercial Property
MANAGEMENT SERVICES Partnered with the Jaqua Rental and Property Management team, we can assist with property management, maintenance, financial reporting, ADA compliance and tenant/landlord services. Services include: identifying areas of improvement or growth, retaining quality tenants, attracting desirable new tenants, negotiating favorable leases, and controlling overhead expenses. Working with Jaqua Commercial provides you the benefit of having a partner with not only national exposure, but strong ties to the local business community as well.
Learn more at: www.jaquarealtors.com/commercial
328 W. Milham Avenue Portage, MI 49024