OCA Full Intermediary / Broker Services
OCA acts on behalf of our Client from the beginning of the transaction process through closing and afterwards. OCA develops the strategy to accomplish the Client’s goals and executes on each action step necessary. This includes preparing the marketing and informational materials to approach the market to locate buyers for a sell-side Client or to locate target companies for a buy-side Client. After engaging the third party on behalf of the client, OCA micro-manages the entire process, which includes every aspect of the transaction, including but certainly not limited to: drafting and preparing documents and information and agreements, negotiations, resolving impasses, deal-terms and deal-structure, financial preparations and engineering, proformas, operational and integration issues, due diligence, locating lending sources, and interacting with all the parties involved (Attorneys, CPAs, Tax Advisors, Lenders, Valuation Analysts, Appraisers, Allied Professionals, Management, etc.). By micro-managing the process for our sell-side Clients, you are able to continue focusing your attention on operating your business, and for our buy-side Clients, you are able to continue your focus on your present endeavor(s).
OCA Transactional Management
OCA Transactional Management is appropriate if a Client has: (i) a transaction in process (early stage or late stage), or (ii) if the Client is a seller and has a buyer in mind to approach or has already begun some discussions, or (iii) if the Client is a buyer and has a targeted seller in mind or has already begun some discussions. Transactional Management provides the Client with expertise and guidance in whatever areas you need, such as those included in full intermediary / broker services, however, the Client’s Transactional Management does not include packaging or preparing marketing or informational materials to approach the market to locate buyers or sellers. OCA may interact and interface with the Client, the management team, employees, Attorneys, CPA’s, Lenders, Appraisers, Valuation Analysts, Appraisers, Allied Professionals, and other Third Parties, and will execute only upon the action steps necessary and approved by the Client. Transactional Management allows you to be selective in the services you receive and to limit the services you pay for.
OCA Deal Coach
The OCA Deal Coach is an expert in business sales and mergers and acquisitions who can offer you coaching and guidance in whatever areas you need. Perhaps you have already begun the process of a sale / acquisition – – you just need a little guidance along the way. The Client, rather than OCA, is responsible for executing on the necessary action steps, but OCA will guide you along the way, and can assist with “drafts” or review of documents. The Deal Coach does not include packaging or preparing marketing or informational materials to approach the market to locate buyers or sellers. Maybe you don’t need or want to be micro-managed through the process nor are you interested in paying a full-scale intermediary (broker) fee for the few areas you need help in. The Deal Coach allows you to be selective in the services you receive and to limit the services you pay for.
*Preparation of a Business Valuation:
OCA can and does prepare business valuations and can also be used as an expert witness for court proceedings or to review other valuations that have been prepared by other parties. This service is separate from the Deal Coach or Transactional Management activities, and is billed separately.