Process

A strong valuation begins with careful preparation. Ideally, this starts years before you plan to sell. We will:

1. Analyze historical performance to ensure your financials align with revenue and profit projections.

2. Identify potential EBITDA adjustments to reflect the true profitability of your business.

3. Review critical sales and operational data for accuracy and clarity, helping you maximize sale value well in advance.

4. Offer strategic recommendations where improvements can boost valuation in the months and years ahead.

5. Proactively Mitigate Risks
   Identify potential red flags that might deter buyers, then develop and implement a clear plan to address or mitigate these concerns early on.

6. Ensure Secure Data Handling
   Adhere to robust data protection standards when collecting, storing, and analyzing your financial information—safeguarding confidentiality and preserving trust throughout the process.

7. Leverage Proven Negotiation Experience
   Rely on our seasoned team, which has successfully negotiated dozens of deals, ensuring you benefit from tested strategies that maximize value and minimize complications.

Next, Claymore Growth will assess how the market is likely to view your financial performance and valuation. We will:

1. Highlight core strengths that demonstrate your company’s unique value-add to potential buyers.

2. Consider multiple buyer groups—financial, strategic, and owner-operator—while exploring SBA funding parameters.

3. Provide a specific valuation range and outline the assumptions underlying that range.

With your value proposition in place, we move on to marketing:

1. Prepare marketing materials that capture your company’s strengths, track record, and growth potential.

2. Identify suitable buyer groups using our proprietary databases, industry connections, and listing portals for maximum exposure.

3. Vet and qualify potential buyers to ensure they have genuine interest and financial capability.

4. Negotiate term sheets on your behalf, introducing you only to well-qualified, serious prospects.

The due diligence process can feel overwhelming—but it’s critical to preserving your company’s value. We:

1. Proactively mitigate risks and address potential deal-breakers before they arise.

2. Guide you through buyer requests for documents, financials, and operational information.

3. Maintain momentum by coordinating communication and documentation, ensuring diligence doesn’t erode the sale price.

Once you’ve chosen the right buyer, finalizing the transaction documents is key. Claymore Growth will:

1. Collaborate with your legal counsel and internal stakeholders to protect your interests.

2. Review all Reps and Warranties to ensure they’re balanced and align with market standards.

3. Safeguard the deal from hidden pitfalls that might reduce the agreed-upon valuation.

The final step is closing the deal smoothly. Our team will:

1. Coordinate timelines with lawyers and financial institutions to finalize the paperwork.

2. Guide you through disclosure schedules and any outstanding requirements.

3. Keep pressure on all parties to ensure a timely and successful transaction close.

• Higher Sale Price
  Businesses sold through a professional broker can achieve 10–30% higher sale prices than those sold directly by the owner.”

• Faster Transactions
  Broker-assisted deals can close up to 25% faster on average, minimizing deal fatigue and helping you transition to your next endeavor more quickly.

• Greater Likelihood of Closing
  Working with an M&A advisor increases the likelihood of a successful close by as much as 20–30%, significantly reducing the risk of stalled or failed transactions.