Selling a Business & Exit Planning

True North Mergers & Acquisitions specializes in owner exits, business valuations, mergers, and acquisition services for companies with revenue between $10M and $150M and their strategic advisors. We specialize in creating successful and seamless business transactions tailored to your needs. Our comprehensive approach considers your business's critical aspects and personal and financial aspirations, ensuring an exit plan that meets and aligns with your goals. We prioritize confidentiality and work diligently to connect you with the ideal buyer - someone who values your employees and customers, recognizes the worth of your business, and is committed to enhancing your legacy. Let us guide you through this critical transition, respecting and understanding your goals.

Sell-Side Advisory: An Exit Strategy Tailored To Your Goals And Objectives

Selling your company should be viewed as a project rather than just an event. Our sell-side advisory team understands price, terms, and tax implications in transaction negotiations and follows a disciplined process to attract multiple buyers who will compete to acquire your company. This competition can lead to higher offers, better terms, and more cash in your pocket after accounting for transaction taxes and fees. From the beginning or our partnership, the TNMA team prioritizes determining how much you will retain after the deal is finalized. We achieve this by conducting our Compass Exit Opinion™ (CEO), your roadmap for understanding net proceeds and guiding you through the M&A process. This analysis defines what true success looks like for you. Utilizing our QuietAuction™ M&A process, we focus on targeting strategic and financial buyers who recognize the added value of acquiring your company and are prepared to close the transaction within our established timeline.

MAXIMIZING YOUR LIFE'S WORK!

True North Mergers & Acquisitions employs a proprietary and confidential competitive auction process. Instead of telling the market what not to pay for a company, we provide pricing guidance to help achieve the best results. While many middle-market investment banks use auctions to sell companies, what sets TNMA's QuietAuction™ apart is our structured timeline, which includes multiple critical negotiation points and a focus on structuring the transaction to maximize net proceeds.

Compass Exit Opinion™

Know your Company's marketplace value and how much you will net in a lower middle-market M&A transaction.

True North Mergers & Acquisitions Compass Exit Opinion™ (CEO) is designed to provide you with essential financial insights, research, and data as you navigate the options and timing of a potential ownership transition. As a successful entrepreneur, you've spent countless hours building your Company. TNMA understands the significance of your life's work and respects it deeply. We view the sale of your Company as a life-changing project that requires a professional M&A deal team to manage the process. When you're ready, our TNMA team will work with you to maximize your Company's marketplace value, protect your legacy, and ensure a smooth transition as you and your Company strategically move to the next phase of ownership. We are committed to helping you achieve your financial and life goals.

Our Compass Exit Opinion™ is a comprehensive examination of your Company's recent financial history and position in the competitive industry. It provides a clear path forward by offering data and professional guidance to help you achieve your desired outcome. Our analysis uncovers the same data points that sophisticated buyers consider in their acquisition thesis. The CEO delivers a market-based opinion of your Company's current value, suggests ways to enhance your Company's appeal, and shares research on industry-specific trends and related M&A activity. It also outlines potential deal structures to minimize tax consequences and maximize cash, identifies which assets and liabilities will be included and excluded, and presents scenarios that enable creative financing options. This approach broadens the pool of potential acquirers, increasing the amount they are willing to pay in our competitive QuietAuction™ bid process.

Maximizing Value: One of the primary objectives of the Compass Exit Opinion™ is to maximize the value of your business, whether you want to transition from it in the short term or leave it thriving for future generations of leaders and family members. Our team is dedicated to understanding and meeting your needs, delving into the Company's financials thoroughly, and analyzing income statements and balance sheets to determine Adjusted EBITDA, capital expenditure, free cash flow, and net working capital, among other financial and operational insights. We use this data to perform a "Market Value Price Opinion" or what a buyer might be willing to pay for the Company in the current capital markets. Receiving the highest price for your Company is only one piece of a complex M&A puzzle. Negotiating the best terms allows the sale price to generate absolute value since the terms will directly affect the tax consequences and the amount of net cash as part of the proceeds.

Transaction Options, Deal Structure Terms, and Proceeds Analysis: The Compass Exit Opinion™ guides the strategy to find the right buyer to close the transaction and ensure a smooth ownership transition, minimizing disruption to business operations. Our approach is also a crucial strategy for the continuity of the business and the enhancement of its value and legacy by illustrating deal structure options for potential internal and external buyers. Our Net After-Taxes (NAT) Proceeds Analysis focuses on transaction terms that allocate the assets you keep, liabilities you need to assume, and those that are part of the transaction, considers tax efficiency scenarios, and assists you and your wealth management advisor, a key part of our team, in successfully planning the next steps in your life. The wealth management advisor will work with you to ensure that the financial aspects of the transition are managed effectively, providing you with peace of mind and a clear financial plan for the future.

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