Merger & Acquisition Services
You have one opportunity to sell your business—make sure you do it right.
We work with lower-middle-market business owners to explore the sale of their business, emphasizing early planning to increase the likelihood of achieving their objectives
Our comprehensive mergers and acquisitions services ensure that each step is handled with expertise and precision. We manage every part of your transaction, including creating company-specific materials, communicating with buyers, and coordinating due diligence. Our competitive auction process markets your business to institutional buyers to generate multiple offers, allowing you to select the best deal to meet your valuation, structure, and legacy goals.
Numbers to know:
- The sale process will take at least 6 months. Maximize value by planning ahead.
- 6 Months
- Our process is tailored for companies with less than $10M in Earnings.
- <$10M EBITDA
- We work with Companies valued between $5 million and $100 million.
- $5M-$100M
As part of our sell-side services, we manage all aspects of your transaction process, including the development of company-specific deliverables such as:
Financial Databook with supported EBITDA adjustments
One-page Confidential Profile
Comprehensive Confidential Information Memorandum
Targeted Strategic and Financial Buyer List
Centralized Virtual Data Room for Coordinated Due Diligence
Key Characteristics of our sell-side advisory services
- Exit Planning. We will work with your tax and wealth advisors to understand your personal financial needs and consider tax efficiencies or wealth transfer strategies.
- Focus on Institutional Buyers. We focus on the buyers that know how to get a deal done, including strategic acquirers, family offices, and private equity funds. This focus is intended to increase your probability of a successful exit.
- Efficient, not fast. The best processes move with purpose, but never at the expense of quality. We develop a process timeline that balances your daily business obligations with the investors' need for a visible cadence.
- Relationship Driven. Trust is crucial for successful deals, so we prioritize transparency and integrity. Regular communication with institutional buyers builds strong relationships and a deep understanding of industry trends and active acquirers.
- Creative Problem Solving. We address unique business challenges and negotiate solutions for a successful exit.
Leadership
Planned Exit Partners is led by a CEPA-certified, FINRA-licensed M&A advisor with 7+ years of experience.
Tim Hosie
Managing Director
We’d love to hear from you
- Main office
Leawood, Kansas