This agreement outlines our responsibilities to you as your exclusive buyer agent.

Through our initial meetings with our clients, we identify their “investment criteria.” These include business or industry type, location, amount of equity versus financing ability, price range, business size, and other unique requirements.

Based on our client’s investment criteria, we devise a marketing plan to reach prospective sellers. The marketing plan often varies by client, but may involve a direct mail campaign within a geographic region to industry-specific or like businesses, phone prospecting, and utilization of our network of relationships other intermediaries, private equity groups, and professional affiliations.

After identifying seller targets, we work with the buyer in reviewing potential acquisitions and narrow the field to two to three “best fit” prospects.

We initiate dialogue with owners of best-fit businesses, request additional information, coordinate communication between buyer and seller, schedule visits, etc.

We assist in analyzing all data on the buyer’s behalf, perform valuation work, and prepare a letter of intent for purchase of the business.

We assist the buyer with setting up an electronic data room for the secure delivery of confidential information, work with the buyer’s attorney in reviewing the purchase contract, and facilitate the closing process.