|
Wilcoxon Consulting provides
transaction advisory
services to both buyers and
sellers for small, privately
held business transactions.
Having been involved in over
25 transactions of similar
businesses, Jerry Wilcoxon
brings hands on experience
to the process of working
with buyers and sellers,
financial institutions and
advisors for both parties.
Acquiring a company or
selling a company is by its
nature a risk best managed
by a professional
intermediary. In every
assignment there are
specific tasks associated
with the proposed
transaction. All of them
involve a number of related
disciplines and other
professionals such as
attorneys, accountants,
financial advisors and all
of them have specific roles
and times of performance. As
intermediaries we assist the
business owner in all of the
aspects necessary to bring
about a successful
transaction. Among them are:
|
-
Developing the
buy/sell
strategies based
upon the
business owners'
individual
financial goals
and objectives
|
-
Performing
business
valuations based
upon current
market
conditions to
help determine
the right price
|
-
Qualifying and
finding the
right
buyers/sellers
|
-
Identifying and
contacting
potential
targets
|
-
Preparing the
Offering
Memorandum
|
-
Assisting with
negotiating
strategies and
structuring the
transaction
|
-
Identifying
potential tax
issues
|
-
Providing
assistance for
obtaining
financing
|
-
Coordinating the
closing process
with other
advisors,
including
assisting with
the due
diligence phase,
if requested
Compensation for
Wilcoxon Consulting
for these services
is based upon a
retainer fee plus a
success fee, payable
at the closing.
|
|
