• Buyers review hundreds, if not thousands, of sales memoranda annually and value materials that succinctly and effectively highlight important information about the company, the industry in which it operates and the opportunity the deal presents.

• A comprehensive and easy-to-understand overview of the company, its
location, lines of business, number of employees, and growth
opportunities within the industry. Information regarding key technologies,
company assets and managers that make the business a compelling
acquisition target.

• Marketing materials are an essential and powerful tool in convincing
potential buyers to pursue particular acquisition opportunities. Buyers
typically have high expectations regarding the content, uniformity and
format of the materials and more attention is paid to what is familiar to
them.

• Professional marketing materials show buyers that the seller is serious
about pursuing a deal and present the seller in the best possible light in
order to elicit maximum value.

• Teaser: An initial offering document outlining the business constructed to pique interest of potential buyers. The name, price and other confidential information regarding the company are not disclosed until a confidentiality agreement is signed.

• Offering Memorandum: Typically a 35-40 page document featuring
investment highlights, detailed business description, industry and
competitive analysis and detailed financial information. Distribution is
closely tracked and confidentiality is strongly guarded.

• Management Presentation: Presented upon buyer’s indication of
interest. Detailed business overview is given in conjunction with
management discussions.

• When selling a company, it is important to demonstrate a track record of positive results. More importantly, it is critical to convince the buyer of the future benefits of the business. Selling a company for maximum value
requires effectively presenting the competitive positioning and future
market potential of the seller relative to its competitors.

• We at Generational Wealth & Equity have decades of collective experience and we know how to professionally market companies and create materials that speak the language of the buyer and present a compelling opportunity that will generate significant interest in, and achieve the maximum value for, your company.