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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.
We cannot and do not offer any assurance or guaranty that using our materials or The Deal Coach Package will deliver any results for you. We strongly recommend that you seek professional advice, and legal counsel as your ultimate guide in selling your business. The information and materials you will receive has been used successfully for decades (by an expert).
There is no particular “right size”. However, it tends to make more sense for smaller businesses when the sale would not justify a full broker fee and there are no complex issues to navigate. Generally, this would be a business that would have a sale value under $250,000 (or sold through the Deal Coach).
There is no particular “right size”. It is always best to use the services of a skilled and professional broker / intermediary. However, The Deal Coach Package empowers those who want to sell their business on their own. If the sale transaction is not highly complicated, a good fit might be sale values between $250,000 and $1,250,000 (possibly more).
With the materials, instructions and commentary you will have a better understanding of what to expect, and other insight you may be unaware of or unprepared for. Without being involved in your sale transaction we cannot guarantee that the Deal Coach Package materials will be entirely appropriate for your specific use, but we can assure you it will invoke thoughts and aid in your ability to address relevant subject matters. The Deal Coach Package comes as a package and cannot be purchased separately.
If you move forward with Deal Coach services within thirty days from receipt of your Deal Coach Sellable Ranges of Value, you will qualify for the *Deal Coach Bonus. After you have an agreed Offer to Purchase your business or a Letter of Intent to purchase your business (provided to us), you can receive additional Deal Coach guidance to help you prepare for and navigate the transaction down the home stretch toward Closing.
We have a longstanding (decades) impeccable reputation and we do not want that damaged. Therefore, if we believe a business or its owners may harm our reputation or does not serve our interest in helping others, we may decline placing the business on our websites or promoting it. We also reserve the right to remove any listing at any time.
Generally, yes you can convert to full service. It would require some discussion and a meeting to make certain we are a good fit for one another.
Oftentimes there is more “art” than science in deal-making. There are other parties involved and each will have differing thoughts, perspectives, personalities, goals, objectives, agendas, and temperaments. The “art of dealmaking” must encompass the knowledge of all the science needed for the assignment while also employing the soft-skills and deal-experience to coach, guide, and lead everyone toward the goal of closing. Having a professional who knows when and how best to execute on all the necessary steps and has the dedicated time to do so, can be critical.
Packaging, marketing, screening buyers, soliciting multiple offers, negotiating terms, preparing documents, schedules, agreements, contracts, constant communication and interacting with all the various advisors, and navigating the due diligence process becomes all-consuming. Having a professional allows the business owner to focus on operating the business while the sale process is underway. If the owner’s focus is diverted the performance of the business can decline and that will reduce buyers’ and lender’s interest and lower the offers being made (if any).
An ole’ adage is especially true for business sale transactions. “You don’t know, what you don’t know. And what you think you know, may not be so.” In other words, value is lost or gained at every step along the way. Without the professional you may still complete a transaction, but you may have given up a great deal in value or in terms or conditions without realizing it until after the sale, or perhaps never. In such a case then the other adage may prove true. “Ignorance is bliss.”
Your information is used by us to provide you with the products and services described and offered. If your business is sold, we may elect to share general details with valuation databases since they support the valuation and business brokerage industry. However, the information that would be shared is general in nature and your name and contact information would not be made available.
They will be sent electronically to your email address on file.
Sent us an email or contact our office.
The Deal Coach Package is a “package”. It comes as a package and cannot be purchased separately in any respect. The Deal Coach Package is inclusive of the: Sellable Ranges of Value, agreements, documents, information, tools, tips, templates, schedules, exhibits, samples, access to tutorial and educational videos, and the Deal Coach Bonus. The Sellable Ranges of Value, documents and materials, the Deal Coach Bonus, and access to videos cannot be purchased separately.
