Why Use ABI

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