PLANNING

Keeping the process on track to success.

Week 1-4
Planning Strategy & Due Diligence

*Understand company and objectives. *Review and restate operational and financial performance. *Review and sharpen growth projections. *Develop preliminary marketing strategy: (value propositions, types of buyers, how broadly to market).

Week 4-8
Prepare Memorandum & Identify Buyers

*Define key selling points. *Prepare offering memorandum. *Identify and evaluate potential buyers. *Customize approach for strategic and financial buyers.

Week 8-12
Conduct Formal Marketing Efforts

*Contact Buyers. *Distribute memorandum. *Qualify Buyers and furnish information. *Prepare management presentation. *Receive preliminary indications of interest.

Planning & Process

Equals Success

Expertise & Experience

Maximizes Results
Week 12-18
Conduct Management Presentations & Buyer Due Diligence

*Select qualified buyers. *Facilitate meetings and site visits. *Coordinate follow-up information request and discussions.

Week 18-20
Evaluate Bids & Assist Negotiations

*Evaluate offers. *Assist in negotiations. *Facilitate due diligence and legal documentation.

Week 20
Legal Work & Closing

*Draft final closing documentation. *File for appropiate legal authorities. *Close transaction.

  • Text Hover
Steps to Success

We accelerate what typically is a 6 to 12-month process into a shorter timeline

References on New York Private Equity Group from previous and current clients and professional associates are available upon request.

We pay for appraisal & presentation book. If we do not succeed on sale you owe us no fees.

We have over One billion dollars in sales internationally for companies with sales 5mm to 500mm

We Get Results

New York Private Equity employs a unigue program that leads to a very high level of success, thus we can afford to take all the financial risk that most firms charge up-front.