The Dunn Rush Gold Standard of Preparation
Find out how we approach preparing for the best possible outcome.
Ingredients to Achieve Maximum Value, The Best Structure and Optimal Outcome
For certain, businesses get sold all the time without some or all of the things listed below. But if your objective is to achieve the best possible price, terms and outcome when selling your business, every one of these things allow potential buyers to bid more aggressively and contribute meaningfully toward an accelerated due diligence process and path to closing.
- Audited Financial Statements
- Quality of Earnings (“QoE”) Analysis
- Detailed Current Year Budget
- 5-Year Forecast/Growth Plan
- Detailed Monthly Management Reports
- Sales Backlog/Open Orders/Opportunity Pipeline Reports
- Tracking “Add-Backs” and/or eliminating certain private company expenses
- Virtual Data Room (VDR) maintained and updated as part of monthly closing
- Updated legal, environmental, regulatory and HR compliance and reports
Learn More About Our Approach
What is a Quality of Earnings report and why would you want to get one?
Why do you need detailed financial reports, forecasts and opportunity pipelines?
Why should you sent up a Virtual Data Room well in advance of a potential sale?
Related Content and Helpful Tools
What Clients Are Saying About Dunn Rush
I had never sold a business before and didn’t realize everything that went into it, or the time involved. One of my best decisions was hiring professionals, Dunn Rush & Co., to guide us through the sale process. Their experience, determination and guidance resulted in a very smooth and efficient transaction. They were especially helpful during the negotiations over price. We achieved optimal results for all constituents: our shareholders, employees and customers.
It was indeed a pleasure to be working with a strong, professional team while getting the personal attention of a partner throughout the process.
I was approached by multiple potential buyers and knew I needed help to navigate the process while continuing to run my business. Dunn Rush was instrumental in organizing the data room, managing the bidding, facilitating negotiations, maintaining positive communications, maximizing the sale price and getting it over the line. I highly recommend Kevin and Greg.
Want to find out more? Get in touch.