Value
- What is my business worth?
The SMP Capital Partners team believes every business owner should always know their business valuation metrics. Knowing your business’s range of value will make your operation more efficient and profitable. In addition, a current business appraisal can help facilitate clearer forecasts and projections while generating a stronger, more durable infrastructure. Best of all, our business valuation services are complementary for transactional purposes and include no obligation. - What can I do to maximize my business value?
By focusing on specific metrics and methods to generate business growth, businesses can improve process efficiencies, increase client loyalty, gain new market customers, create intense focus on target markets, identify the business’ value proposition, build, and improve team member production, and regularly measure and optimize business performance. - I have an offer on the table now; what should I do?
First, congratulations on building a business where others perceive a lot of value. Not everyone does that. Second, sometimes it can be challenging to know if you are comparing apples to apples or apples to a football bat. A seasoned and professional M&A team can help you assess your offer’s content, context, and overall benefit to you and your team. Third, having a signed offer is one of dozens of steps required to close a deal, all of which require careful negotiation and an experienced understanding of transactional nuance.
Advisory Team
- When should I connect with an M&A advisor?
Now. No matter when you plan to sell. The more you know now about your current business value and current market conditions, the better. We can show you both. Business advisory services are critical as owners rarely play out the entirety of business exit planning before deciding to go to market. We help navigate the emotional ebb and flow of pre-planning to protect your family’s investment and livelihood through a transparent process that can help reduce internal conflict. In addition, planning now for the future to include contingency planning, charitable and inheritance giving plans, and conversations with 3rd party tax mitigation experts may eliminate a number of transactional questions among an abundance of unknowns. - Who should I have on my transaction team?
Business intermediaries who understand deal mechanics and nuance. You cannot have one without the other. The mechanics are black and white, blocking and tackling. Nuance separates the most talented business brokers from the masses. We understand the emotional ebb and flow this process will create and what obstacles are in our path to closing a successful transaction. We will guide and walk side by side with you from the beginning to well after our mission is complete.
Preparation and Planning
- Why is succession planning important?
Long-term succession planning strengthens any organization. Establishing critical positions and highlighting potential vacancies, determining critical skills and future employee performance necessary for business continuity, and focusing on individual and group development to meet future business needs are all components of long-term planning that need immediate and regular attention. It takes foresight and experience to build out a succession plan. We have worked with businesses at every stage of the business life cycle and understand that although each business’ needs are unique and specific, certain planning and succession standards are universal. We make sure those succession planning foundational standards are solidified while we help develop your business exit plan. - How will SMP Capital Partners protect my Confidential information?
Confidentiality is the most critical component of a business sale, and we treat it that way at SMP Capital Partners. We know the value your team, customer base, reputation, goodwill, and historical performance create to make your company the industry titan it is. We manage all transactions in secure data rooms and regularly monitor access authority and document review. In addition, we market your business in a manner that tells your story and protects your proprietary process and information.
Transaction
- What makes a business sale successful?
Real-world deal experience. Mergers and acquisitions is a contact sport. We have spent the last 25+ years incrementally improving our business advisory services platform while getting thousands of reps working on hundreds of sell-side transactions in just about every industry. - How will SMP Capital Partners find the best buyer or growth partner?
We have developed very specific and customized deal processes in every industry in which we have completed transactions. We do not offer a cookie-cutter assembly line process. Our team creates bespoke processes from valuation, to marketing, to acquisition target identification, to transaction, to close and beyond. We do not take shortcuts; we are diligent and persistent, and our process is transparent from the very start.
Close and Transition
- How long will I need to stay after the transition?
Maturity comes with time and a lot of reps. It is why experience carries immeasurable value. Your life and business experience have value to those who do not have it. It is quite possible you will be offered a consulting role or asked to stay on board post-transition to help the new team adjust. We separate your value from the business and always encourage business owners to be flexible and open to multiple options post-closing. We help define those options throughout the transactional process and establish clear expectations before close.
The SMP Capital Partners team believes every business owner should know their business value. Initially we provide a complementary valuation that outlines your current range of value based on a careful analysis of your financial data, recent & thoroughly researched comparable sales, and commonly held industry standard metrics, including infrastructure, customer concentration, owner role, growth potential, and company strengths.
We then work to create a controlled environment where we engage multiple and targeted buyer prospects simultaneously while offering some of our listings via “Market Value” pricing. We do not haul and hope with one buyer. Furthermore, we want to bring a carefully curated list of qualified buyer prospects to the conversation early, and we never stop negotiating on your behalf.
From the initial buyer prospect conversations to LOI analysis to close, we never stop working to generate the most positive result possible for you and your shareholders. We can get your business closed and get you off to your next adventure or business opportunity.
Interested in speaking with us? Give us a call at (704) 269-8100 or fill out our contact form, and we will be in touch shortly.