The ABI Group is a 25-year experienced M&A firm, specializing in the Valuation, Preparation and confidential Sale of privately-held businesses. As one of the most respected and successful business intermediary & brokerage companies on the Pacific Coast, there are key differentiators which set us apart in the marketplace.
1. Experienced Deal Makers, Trusted Advisors
- 25+ years expertise, managing 400+ transactions, High success/close rate (60-75%)
- Licensed to sell businesses through the CA DRE & other state affiliates
- Members of top professional organizations, membership based upon Code of Ethics and Standards of Practice
- Present & Past participation as Board Members of industry affiliates: IBBA, M&A Source, CABB (education & governmental affairs, affiliates,
- Well educated, credentialed (advanced degrees, business ownership, professional designations: M&AMI, CBI, CBB)
- Clean legal track record
2. Systematic Approach
- Advisors oversee and manage entire transaction through time-tested approach which shortens sales cycle and maximizes value to seller:
1. Preparation:
- Market Research, analysis, strategy
- Valuation: In-house and 3rd party certified appraisers
- Complete custom Offering Memorandum (CBR)
2. Marketing & Buyer Search:
- Customized plan to target buyer prospects (financial vs strategic)
- Proprietary buyer database
- Semi-annual meeting with national Private Equity Groups (60+)
- National affiliates
- Use of leading national & Intl business sale websites
3. Deal Making
- Controlled Auction Process to help seller obtain highest selling price
- Experienced in creative deal structures
4. Negotiation, Close & Transition
- Facilitate due diligence
- Manage open & closing of escrow
3. Focused on Positive Client Experience and Results
- Advisors maintain regular, direct communication with clients
- Pre-sale planning to maximize value (1-3 years ahead)
- Focus on transaction – so seller can focus on business
- Work closely with professional advisors (attorney, accountant, insurance, wealth manager) to reduce legal liability and minimize post-tax consequences
- Selective in client engagements, focused on quality businesses
