The Acquisition Process2022-08-31T22:42:58+00:00

The Acquisition Process

Gold Country Advisors’ Acquistion Process

Gold Country Advisors begins with a personal meeting to better understand your goals and objectives. If you/your company are committed to moving forward with targeting and acquiring one or more companies, and we believe we can help you, we will proceed with the following critical steps:

Gold Country Advisors’ Seven-Step M&A Process For Acquiring a Business

Step 1: Buyer Engagement Agreement2022-08-24T16:54:41+00:00

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

Step 2: Identify Investment Criteria2022-08-24T16:54:01+00:00

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.

Step 3: Develop Marketing Plan2022-08-24T16:54:07+00:00

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.

Step 4: Review and Narrow Prospects2022-08-24T16:54:11+00:00

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

Step 5: Initiate Dialogue with Sellers, Request Information2022-08-24T16:54:15+00:00

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

Step 6: Assist with Valuation, Preparation of Letter of Intent2022-10-18T18:30:29+00:00

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.

Step 7: Assist with Due Diligence, Contracts, and Closing2022-08-31T22:43:53+00:00

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.

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