Buyer-Side Acquisitions
Insightful Buyer-Side Acquisitions
Insightful Buyer-Side Acquisitions
Providing business buyers with insight and guidance to make the best buying decision.
The Insightful Buyer-Side Acquisition Difference
The Insightful Buyer-Side Acquisition Difference
Be Efficient
There is a lot to prepare for if you are exploring a business acquisition. If price and term negotiations and financial document review aren’t in your comfort zone, what could you gain by leveraging outside expertise?
Unbiased Advice
Deciding how to structure price and terms for an acquisition can be intimidating. An unbiased acquisition assessment exploring multiple options in structuring terms can help protect both Buyer and investment.
Get Under the Hood
Many people will have a good mechanic evaluate a vehicle before they agree to purchase it. Who is helping you dive deep and inspect the inner workings of the Company for sale?
Maximize Invesment
Properly planning for what happens BEFORE and AFTER the sale closes can add velocity to your investment, accelerating return on your investment. Failing to plan could be planning to fail.
Let's level the playing field.
While this is admittedly a very niche market, we passionately believe it to be a very underserved niche. The business landscape is changing globally, nationally, and certainly locally.
Demographics being what they are, we have a quickly aging set of business owners and business leaders which is leading up to the greatest wealth exchange history. Assets of all types will be changing hands, small businesses are one of those such assets.
There is no shortage of service providers in the market looking for opportunities to help businesses with exit or succession planning, it is a huge and much needed market. It seems to us the entire exit planning business is focused on the side making the exit, or the selling side.
Business buyers deserve to know more about what they are buying.
There is another side to these asset transfers that seems to be massively under represented. With every exit is an entrance, with every sale there is a purchase.
The exit planning is largely completed for the seller once the papers are signed and the deal is funded. Yet, this is typically just the tip of the iceberg for the transitioning owner and/or management team.
In addition to coming up with the agreeable offer, vetting the Company through an extensive due diligence period and often working with a lender for some type of funding, Buyers get to contend with the transition into and future of their new business.
Before you buy: Insightful Due Diligence Services
When you buy a home, you have the right to hire a home inspector after your offer is made to look for anything needing addressed prior to the sale.
Often times, things discovered during the inspection process will cause some type of renegotiation to the underlying contract before the sale is closed.
The due diligence phase is the Buyer’s chance to have the business inspected.
Insightful can relieve some of the stress from the Buyers during the due diligence phase by handling all document requests and reviews.
This due diligence period allows us to become intimately familiar with the business’ financial processes and data, looking for anything that may be hiding beneath the surface which could affect company valuation.
Financing: Insightful Banking Representation
Many Buyers have shared they uncomfortable working with lending institutions, especially on larger transactions like business and real estate purchases.
Often times the Buyers don’t understand the lending process and are unfamiliar with many of the documents that are requested, let alone the reasons they are being requested.
If the Buyer is unfamiliar with the lending process and standard lending protocol, having someone in your corner to help you through that process can save you a lot of time and energy. The time component is finite and limited and you will need the energy for planning and upcoming transition after the purchase.
After funding: Insightful Transition Services
Some Buyers will be people from within the organization, but this is certainly not always the case.
The transition can be especially trying if the Buyer is coming from outside of the organization they are acquiring.
The new Owners will be contending with new clients, vendors, employees and processes. Keeping up with everything can be maddening, having a trusted partner in your corner can greatly reduce the associated stresses from the purchase and transition process.
We have experience in buying and selling our own business, as well as aiding clients in their journey of buying. Having lived both sides of the transaction and participated on both sides of the transition, we have seen firsthand the importance of a smooth transition.
Your employees, clients, and vendors will all be affected. You may not want to keep all of them, but largely you will need the majority of them to make your investment a successful one.
Insightful Buyer-Side Acquisition Services Can Make the Difference
If you are evaluating an acquisition of a business in Oklahoma and need help with the Buy-side, anything from the initial valuation and offer to the transition after funding, we would like to have a conversation today.