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Our Process

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PREPARATION
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WORKING WITH BUYERS
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A SUCCESSFUL CLOSING
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EXIT PLANNING

PREPARATION

The preparation phase is essential for achieving a successful sale and maximizing value. At Roseate, we collaborate closely with you to thoroughly understand and evaluate your business, establish a likely valuation range, and create professional marketing materials that showcase your company's unique attributes.

We also compile extensive buyer lists using our proprietary databases and in-depth industry research. This helps us identify a wide range of qualified strategic, financial, and high-net-worth buyers who have the resources and expertise to purchase and effectively operate your business. Unlike many M&A firms that provide generic lists of the largest industry buyers, we go the extra mile to find the best-fit buyers for your company.

Thorough preparation sets the stage for a smoother due diligence process, increasing the potential selling price and the likelihood of a successful sale.

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WORKING WITH BUYERS

At Roseate, we employ a systematic sales approach to market your business and engage potential buyers. The effort invested in preparing your business for sale and developing professional marketing materials ensures that buyers can quickly understand your business and decide whether to proceed.

We also assist you in preparing for meetings with prospective buyers, helping you present your business in the best possible light and emphasize the unique benefits that will appeal to each buyer.

A SUCCESSFUL CLOSING

At Roseate, we guide buyers from initial interest to signing a letter of intent. Once offers are presented, we facilitate negotiations to maximize your after-tax proceeds and achieve your other objectives. We meticulously manage the due diligence process, leveraging our expertise to address and resolve any challenging issues that could jeopardize the transaction. Collaborating closely with your legal and accounting advisors, we ensure a smooth and successful closing.

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EXIT PLANNING

Building Value for a Future Sale with Roseate

At Roseate, we believe in nurturing long-term relationships. Many entrepreneurs approach us years before they plan to sell or before their business is ready for sale.

Our exit planning services are designed to help you build your company with a focus on enhancing its value for a future sale. A comprehensive exit strategy ensures that your company’s value meets or exceeds your retirement or future financial goals, and addresses any potential challenges that might deter qualified buyers.