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SELLER REPRESENTATIONS

The desire for financial liquidity, plans for retirement, lack of a management succession plan, and estate tax planning are common issues that impact the decision to sell by a privately held business owner - in any industry. Industry fundamentals may provide an additional set of considerations for the business owner. Increased regulation, intensified competition, continued consolidation, and increased capital requirements are challenging the very ability of many companies to continue to exist.

While the professionals at Haverford Capital Advisors understand these forces impacting the decision to sell, we also know that the decision to sell is not made lightly. In many situations, an interest in a private company may reflect the life's work of the owners, and a substantial component of their personal net worth. We can provide the confidential and professional representation that is essential to meet your objectives, and to ensure that you maximize the proceeds from the sale. Our professionals are extremely knowledgeable regarding the latest trends in acquisitions, including market conditions, the activities of particular buyers, the composition of the purchase price paid, and the legal form of the transaction. Our exclusive sales services include:

  • Identification of the needs and requirements of the selling shareholders
  • Development of a marketing strategy that accentuates the company
  • Preparation of a comprehensive memorandum that describes your business, its operations, and its financial performance
  • Financial valuation of the company
  • Identification and screening of potential buyers
  • Coordination of the confidential information exchange and due diligence process
  • Negotiation and structuring of the transaction
  • Financial analysis of competing offers
  • Coordination of the closing process

The presence of Haverford Capital Advisors during the sale process provides sellers with several advantages. First, prospective buyers will realize that their offers must be competitive in order to be successful. It has been our experience that the threat of competition results in substantially higher purchase offers. Secondly, prospective buyers will realize that their response must be timely and serious in order to be successful. With only one prospective buyer, we have observed that the process proceeds at the buyer's pace, not the seller's. Haverford Capital Advisors can effectively orchestrate the complicated process of confidential information exchange and due diligence, allowing the seller to run the company without distraction. We have worked with the individuals responsible for acquisitions at many major national and regional companies, including both industry and financial buyers, and we are familiar with their typical requirements and methods of operation.

Haverford Capital Advisors, Inc.
Paoli Executive Green, 41 Leopard Road, Suite 305, Paoli, PA 19301
(610) 407-4020 fax: (610) 407-4028