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GideonLiberty
Approach

Deal-Makers    Global Reach                                  Buyer Access         Growth

Partnerships with GideonLiberty’s Cornerstone Approach include, a thorough, systematic process exploring the sale of a company which engages our clients in communication and decision making throughout each stage – from conducting the confidential financial analysis, marketing the firm to ideal buyers and/or equity investors. Our goal to secure the best value for a firm.

Phase 1 - Pre-Sale & Master EXIT Planning – The Foundation of Ideal Deals

  1. Evaluation
    The first step in any strategic decision making is the evaluation. Interested in selling, buying or growing? Whatever your ultimate destination, you need a roadmap to get there. If you are interested in selling, the evaluation establishes the floor of value and triggers the transaction structuring required to meet your selling goals. If growing your business, the evaluation provides you today’s baseline value, which is crucial information for strategic growth design.

  2. Decision Point
    During this step, Gideon Liberty works with you to review the evaluation and carefully consider your personal needs and desires. We will discuss answers to the following questions: What types of buyers are best for your business? What are your options regarding deal structuring? And, what tax strategies should be explored before moving forward?

  3. Exit Plan
    Firefighting the daily challenges of running your business leaves little time for developing a comprehensive exit strategy. Gideon Liberty steps in and steers this process, resulting in an action plan that is driven toward maximum value. If your exit strategy is years down the road, we can prepare a "Strategic Growth Analysis" to keep you on track to securing maximum value.

 

Phase 2 - Marketing Your Business

  1. Develop IDEAL Buyer Prospects
    The best buyer is the one who can meet your goals. This makes it essential that your motivation for selling is clear before you begin the process. Your motivation will influence the price, terms and conditions of the sale. Our experience has revealed three types of buyers: financial, strategic and synergistic. Regardless of the buyer’s agenda, we ensure the final deal satisfies your agenda.

  2. Requests for Confidential Business Review & CEOGRO Options
    Once the decisions are made, and your motivation and vision for the company are clear, how will you express this to potential buyers? Gideon Liberty creates a “Confidential Business Review” to deliver precisely what the buyer needs to know in order to move to the next level of acquisition. To craft the “Confidential Business Review,” Gideon Liberty:

    • reviews the history of the business and your background

    • discusses the organization and its personnel

    • reviews financial statements and business operations

    • reviews pricing policy, margins and profit centers

    • discusses suppliers, customers, and competitors

    • analyzes a step-by-step order of sale

    • evaluates future prognosis, opportunities for growth

    • examines possible pitfalls, negative trends and future dangers.

    • looks for opportunities to enhance value and improve performance

  3. Review Preliminary Offers
    Labeling your company with an asking price limits your options before you even go to market. Instead, Gideon Liberty listens to the potential buyer to first determine their perception of value. These perceptions often differ widely from buyer to buyer. Understanding these perceptions is critical to reaching a final deal that adheres to your agenda and satisfies the buyer’s sense of value.

  4. Negotiating / Deal Structuring
    Once the value perceptions are unmasked, negotiating a mutually-acceptable purchase agreement is the next step. Deals can be structured many ways, and tax planning is crucial in every option. Whether you want to remain involved or sell outright, careful structuring removes obstacles to your goals and eliminates “deal-breakers” and planning issues that can haunt your post-sale years.

 

Phase 3 - CLOSING: SCALE: 3-4+ - SUCCES5-5-6+ - SUPERIOR - 6-9+ - INVESTORBUYER Inquiries & OFFERS-LOI's

  1. Final Letter of Intent
    The “Letter of Intent” provides a broad outline of the understanding between the seller and the buyer. It includes terms of the eventual transaction, such as cash payment, asset transfers, other contemplated exchanges and the seller’s post-sale participation plans, if applicable. After reaching consensus on the “Letter of Intent,” Gideon Liberty begins the process of eliminating obstacles to closing the deal.

  2. Due Diligence
    The sensitive process of allowing outsiders a close-up look at your business can be intimidating. Buyers typically enlist various professionals to review your business operations and financials to verify the accurate representation of your company. Gideon Liberty acts as your liaison and steward throughout this process.

  3. Definitive Purchase Agreement
    After a successful due-diligence process, this document details all aspects of the transaction, and upon execution legally transfers the stock and/or assets of your company to the buyer in accordance with your accepted terms.

  4. Closing
    Closing day is a great day. Nothing gives us greater satisfaction than this culmination of your years of hard work building your business and our commitment to attaining the maximum value for it.

ATTORNEYS
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How Owners Win With Gideon.

BY THE NUMBERS: 8K Co's helped by Gideon Experts 144K Buyers Globally

3.3T Cash Allocation in Private Sector

5 STAR Rating by Google & Yelp

65+ YEARS of trusted combined service to customers by Managing Principles w/ 90+ High-Caliber M&A Pros

Gideon Liberty and its incredible team have helped & advised tens of thousands of organizations in various stages of the business cycle, from arranging financing to conducting acquisition searches, to negotiating attractive terms and completing successful sales transactions. Gideon is growing as more owners are teaming with Gideon to help them grow, value, & facilitate transactions to help owners grow geometrically or gain max liquidity via an all-out exit or in-house transition for ideal retirement.

Our clients are typically micro, middle market or emerging growth companies with annual revenues usually in the range of $3-300 million and/or high growth potential w/ at least 1 million. Our sellers include private companies across many industries, while our buyers, range from private equity groups, family-owned offices & businesses, high net worth individuals, & other institutional buyers. We offer a comprehensive range of financial programs structured to enable us to maximize both the value and the after-tax net worth of our clients.

For all our clients, we offer foundational advisory services to guide owner decision-making:

  • Analysis of the Strategic Options Available

  • Valuation

  • Business Plan Development

  • Strategic Growth Consulting

For clients seeking to sell their business, we can execute:

  • Asset and/or Stock Sale Transactions

  • Divestiture

  • Tax-Free Reorganization

For clients seeking to grow their business, we offer services to expand through:

  • Acquisition

  • Mergers/Joint Ventures

  • Market, Product Expansion

  • Significant Operational Improvement

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CONTACT

OUR LOCATIONS

Ready to reach your Summit?

 

Schedule an evaluation today!

Contact us by phone, chat, or email to learn about how we can grow together.

Toll-Free: 800-443-6306

No risk, no obligation, no credit card required.

 

 

 

 

Headquarters:

808 Travis Street, Houston; TX - 77002

Esperson Building Downtown

(Suite 155)

Contact Center: 140 N Alexander Dr Baytown TX 77520

(Suite 119)

701 Tillery St, Austin, TX - 78702

1178 Broadway, 3rd Floor, New York, NY - 10001
USA Satellite Locations - New York City NY - Palo Alto CA - - Fort Lauderdale FL

EMAIL: transactions@gideonliberty.com
PHONE:  800-443-6306

 

FIND OFFICES OR ADVISOR NEARBY

Gideon Liberty & Co. was named M&A Firm of the year 2023 (USA) by Acquisition-International

 

CONTACT GIDEON LIBERTY & Co

NEED A CUSTOM VALUATION?

Intelligent Transition & Transactions

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