Approach

The Selling Process

Just like every business, each selling transaction is unique and special. However, the key to success is often the same – building trust between all parties, nurturing open conversations, and creating win-win situations for all involved.

To give you a clearer picture, we’ve outlined the typical steps of the selling process. Keep in mind that brokers and other trusted advisors may play important roles in the process and the steps may vary with their involvement:

1. Getting to know each other
- We will schedule a call or meeting for a mutual introduction. This is an opportunity for both parties to get to know each other and discuss the business at a high level to see if there’s a good fit.
- If there’s mutual interest, we’ll both sign a non-disclosure agreement (NDA) to protect confidential information, paving the way for more detailed discussions.
- We will then request additional information about your business, such as the description, product and service offerings, customers, employees, financial history, and industry outlook.
2. Valuing your business
- Based on the information you provide, we will prepare a non-binding Indication of Interest (IOI) that includes a general price range reflective of fair market value, type of sale (e.g., stock or asset sale), and financial structure.
- Together, we will discuss the preliminary valuation, the various factors influencing it, and any relevant third-party valuation resources. Our aim is to agree on a fair price for your business.
3. Outlining the transaction
- If both parties are interested in moving forward, we will submit a non-binding Letter of Intent (LOI) outlining the proposed terms and conditions of the sale.
- The LOI typically includes details like the purchase price, payment terms, and any contingencies.
4. Verifying the details
- After your approval of the LOI, we will begin a comprehensive due diligence process to confirm the accuracy of the information you’ve provided.
- This process will involve reviewing financial statements, legal documents, contracts, and other relevant information. It’s often supported by third-party experts, like CPAs, lawyers, and lenders, whom we engage.
- We may also wish to visit your business to see the operations and facilities in person.
- During this step, we’ll also work on meeting our lender’s requirements, which will require your input and collaboration as well.
5. Finalizing the agreement
- If the due diligence process goes smoothly, we, along with our legal advisors, will work to negotiate and finalize a purchase agreement.
- This agreement typically includes the final terms and conditions of the sale, representations and warranties, any contingencies, and your role in the transition after the sale.
6. Closing and transitioning
- The closing marks the final stage of the business sale process.
- We will sign the purchase agreement and any other relevant documents with you, and the funds will be transferred.
- Finally, we’ll transition the ownership and your roles, as agreed upon, to embark on the next chapter of your business journey together.
- We understand the importance of a smooth transition for the seller, employees and customers. After the closing, we’ll work closely with you to ensure a seamless changeover of the business.
7. Post-closing communication and commitment to your legacy
- We believe in maintaining open lines of communication even after the sale is complete. We’ll be happy to keep you informed about the progress and success of the business in alignment with your interest.
- We understand that your business is your legacy, and we’re committed to preserving and building upon the foundation you’ve established. Our goal is to ensure its continued growth and success while maintaining a strong commitment to employees and customers alike.

Let's Discuss Your Business

Different Types of Buyers

Different types of business buyers offer different strengths. In certain cases, our approach may be better aligned with your goals.

BlueTide

Preservation of Your Legacy & Employees: High

Buyer’s Goal: Long-term sustainability & stable growth

Buyer’s Focus: Own and actively operate

Time Horizon:
Long term, no exit planned

Industry Expertise: Varies

Understand the Aloha way: Yes

Financial Buyers
Private Equity

Preservation of Your Legacy & Employees: Average

Buyer’s Goal: Value maximization during investment period

Buyer’s Focus: One of many investments in portfolio

Time Horizon:
Around 3-5 Years

Industry Expertise: Average

Understand the Aloha way: Depends

Strategic Buyers
Your Competitors

Preservation of Your Legacy & Employees: Typically Low

Buyer’s Goal: Varies, to support goal of parent company

Buyer’s Focus:Absorbed into or a division of parent company

Time Horizon:
Varies

Industry Expertise: High

Understand the Aloha way: Depends

Our Commitment

If we have the opportunity to partner with you, we commit to prioritize:

Retaining your employees

Preserving your brand

Operating with a long-term perspective

Get in Touch