Many owners are often disappointed with the quality of prospective buyers found on their own or through other brokers. We painstakingly screen all buyer candidates to avoid wasting your time with tire-kickers or people not qualified to close on the transaction, while maintaining your confidentiality.  You will be as pleased as we are with the results.

If you’ve built a quality company over the years, wouldn’t it be important to preserve maximum value when it’s time to release the equity back to you?  Schedule a meeting with us today for a Free Feasibility Analysis to see if your business is prepared to sell.

The post Work with Trinity for a Discrete Business Transaction Experience appeared first on Trinity Transactions Advisory, LLC.

Are you contemplating the sale of your company?  What are the key attributes you should look for in your transaction team?  The sale and transfer of a privately held business is complex and can be stressful and emotional as well.  As the business owner, you have poured your life and soul into trying to make your business successful, taking time away from friends, family and personal pursuits.  So when it comes time for you to move on to the next chapter of your life, you may be worried exactly how and what steps to take, or how to get the best deal for yourself and for your employees.

Most business owners have never sold a business before and are not sure what to ask when researching brokers.  The following questions should be asked of all candidates:

• Can you determine if I’m ready to sell…if so, how will you do so?
• How will you value my business?  Would you order a business valuation or is it just an educated guess?
• Will you advise me of tax implications of the sale?
• Will you screen buyers for financial and operational fit or would I have to deal with tire-kickers?
• Will you maintain my confidentiality?
• Will you help me determine if my business is bankable?
• Will you provide a technically written confidential Offering Memorandum?
• Would you help me through due diligence, or am I on my own?
• Will you negotiate and structure the deal, or do I have to pay an attorney to do so?

Wondering what the best way is to proceed with business valuation?

Unlike business brokers, Trinity Transaction Advisory, LLC, will help manage all of these critical issues with a team of professionals at each corner, as opposed to deploying one sole practitioner.  The result is a well-planned, well-managed process with no surprises, producing higher values to our clients.  You should see what our clients are saying:  www.trinitytransactions.com/Testimonials.

The post What are you looking for in a broker? appeared first on Trinity Transactions Advisory, LLC.

Unlike most business brokerages, Trinity takes a proactive role throughout the process of business sales.  By surrounding each transaction with a top-notch team, we are able to provide perspective and assistance at each turn, including business valuation, tax mitigation of the transfer, negotiation and structuring of the definitive agreements.  Selling a business is complex by nature, but our team is adept at navigating the ins and outs, helping our clients make the right decisions.  By allowing our team of experts to handle your transaction, allows you to focus on growing your company to maintain its value.

Synergy is critical in all business relationships, so finding the right buyer match is essential. Trinity also excels at matching buyers for our clients that providing a smooth transition and a ‘win-win’ situation for everyone involved.

Wondering what the best way is to proceed with business valuation?

The post Preparing to Take Your Business to Market appeared first on Trinity Transactions Advisory, LLC.

Selling a business could be both challenging and gut-wrenching at times, however, being prepared can help ease the process.  The following are a few issues to consider when selling a business as they pertain to tax issues from a business transfer.

Stock vs. Asset – Depending on how your business is organized, the framework of the transfer you negotiate with your buyer could be critical.  Should I sell the stock or the assets?  Each formation, whether it is a C-Corp, S-Corp, LLC, or Partnership, possess different tax treatment upon the sale.  The way your company is organized may affect the way you are taxed either at the corporate level or individual level and also may determine depreciation recapture.  Knowing how to negotiate and structure around these issues could make a difference in up to 30% or higher in your total net proceeds.

Allocation of the Sales Price – The allocation of sales price will determine how the proceeds are taxed under an asset sale.  There is an inverse relationship between how the buyer and seller want the allocation.  How much of the final sales price should be allocated to consulting agreements, non-competes, fixed assets, intangible assets, and other assets are a factor of how experienced and knowledgeable of a negotiator you have on your team.

Installment Considerations – Are there any installment sale considerations?  Should there be?  Depending on your personal tax situation and any impending tax legislation on the horizon, an installment option may need to be considered as a tax mitigation strategy.  An experienced and knowledgeable negotiation can help in this situation.

There are too many other tax issues to consider when selling a business, but our experienced team of advisers can help you, not only advising, but negotiating between the parties.  Unfortunately, most business brokers never consider the tax implications, leaving it up to the seller’s accountant to handle after the sale; when it’s too late to turn back the clock.  Contact Trinity today to for a Free Feasibility Analysis of your business to determine if you are ready to go-to-market.

Curious if now is a good time to sell your business?

The post Tax Implications from the Sale of Your Company appeared first on Trinity Transactions Advisory, LLC.

It really doesn’t matter what kind of company you own…if you have a  business with any sort of online presence, publishing new content can be one of the most cost-effective ways of reaching out to new customers.

It Creates Connections with Customers: Customers want to know that they’re dealing with real people who are there to help them. You don’t necessarily need thousands of readers every month for a blog to be successful; you simply need the right customers reading, those who are interested enough in your expertise to do business with you.

It Establishes You As an Expert: When you write articles that customers appreciate, it establishes you as an expert, and they feel that they can trust you. You’ll be surprised at how quickly you can build a library of knowledge for customers by just writing a few blogs a month. The more you publish, the more of an expert you seem.

Search Engines Acknowledge You More: Content is king, and new content trumps everything else. Google loves change, and that’s also true for the rest of the search engines. If a web site is stagnant (remaining at the same number of pages month after month) Google decides that the site isn’t as relevant and ranks it lower. Writing blogs creates new content, proving to Google that your site is active and relevant.

It’s not likely that your small blog will turn into the next Business Insider, but it will create a rapport with customers (and potential customers) that can help your business grow.

Curious if now is a good time to sell your business?

The post Why Publishing New Content Is So Important For Your Business appeared first on Trinity Transactions Advisory, LLC.

Talking Through The Process: We want to take the time to talk to you and learn about your business. How familiar are you with the process of valuing and selling a business? We’ll discuss every step to ensure that there are no surprises in the process.

Your Expectations and Valuation: We want to know your intentions with the business. If asked, would you be willing to stay on to run the company, or are you retiring with no interest in sticking around? We’ll begin to talk valuation of your business, and if your expectations are reasonable in the current market. What concessions will you be willing to make, and what are you adamant about? It’s important to have these discussions openly and transparently.

Considering the Alternative: When it comes to finding buyers for your business, Trinity Transaction Advisory will bring in all the usual suspects. But we’ll also take a look at offers from more diverse buyers that might be offering you concessions and opportunities that you might not have thought of. All of this is done to give you the most options and to make sure you’re as satisfied as possible with selling a business.

Trinity Transaction Advisory wants to make sure you have the best possible experience in business valuation and selling. Get the process started by contacting us today.

Curious if now is a good time to sell your business?

The post 3 Initial Steps When You Meet With A Mergers and Acquisitions Agent appeared first on Trinity Transactions Advisory, LLC.

As it turns out, the chances aren’t that good, and in almost every case a large company should not transfer operations of a company over to the children. It didn’t work with Anheuser-Busch and it didn’t work with Ford.

What about you? Why is it that you might want to consider selling a business through a mergers and acquisitions firm instead of passing it on to your children?

They Might Not Be Interested: Sometimes a child simply isn’t interested in the family business. Maybe they saw how much it consumed your life and aren’t interested in working that hard. Or perhaps they simply hear a different drummer and want to follow their own dreams. Either way, passing the business on to them could doom your business and their ambitions.

They Might Not Be Right For The Job: The podcast mentioned above lays it out with a simple question: “What are the odds, in a world of seven billion people, that your child is the perfect person to run the company?” Certainly, they might be more qualified than the average person because they grew up around the company and might know its culture, but the chances that they have the same drive and business acumen is unlikely.

You might have always had dreams of passing your business on to your children, but if they aren’t the right fit for leadership then perhaps selling your business is the right course of action. If you have questions about mergers and acquisitions and are considering selling, contact Trinity Transaction Advisory and we can give you your best options.

Curious if now is a good time to sell your business?

The post When Your Child Isn’t Taking Over The Family Business appeared first on Trinity Transactions Advisory, LLC.

Here are a few qualifications to look for when you’re vetting your M&A transaction advisory:

Interview Them – During a job interview, most human resources professionals can tell within 8 minutes whether or not the prospective candidate is the right person for the job. When you interview someone to walk you through selling a business, it’s important for you to have questions prepared so that you can get a good indication of how they’ll respond in specific situations regarding the sale of your company. This is a great way to test the candidate’s candidness, confidence level, and overall knowledge, as well as give them a chance to inquire about your goals during the sale. Since you’ll be working with this person quite a bit during the sales process it’s important to know that you can get along with them.

Look For A Verified And Exemplary Track Record – Just because a transaction advisory is in business doesn’t mean that it can get the most for your business. Ask to see testimonials from previous clients to see if they were happy with the entire process, including the final selling price of their business. If you can find an M&A advisory who consistently out performs expectations, you’ve found a good contender to work with as your transaction advisory.

No One Can Do It Alone – In the M&A field, you can find strong individuals who might be able to convince you that they can handle your transaction. But don’t trust them if they tell you that they can handle everything themselves. The process is too complex for one person to do it efficiently, so you need to make sure that they have surrounded themselves with an excellent team of appraisers, tax advisors, analytic advisors, and negotiators. You’ll want to inquire about their relationships with other resources as well, such as attorneys, CPA, and financial institutions. In short, you should be hiring a team, not a sole practitioner.

Make Sure They Have Experience With Your Type of Business –  Much as you wouldn’t use a residential agent to buy an apartment complex, you need an M&A business broker who has dealt with a business like yours. Make sure they’ve dealt with a company of your size, as well as have experience with similar businesses in your industry. It’s also important they have access to industry metric tools to aid in the process.

The mergers and acquisitions process can be an exciting time, but it is important to have chosen a transaction team which can help you get the right deal to the finish line. Contact Trinity Transaction Advisory today for a no obligation Market Feasibility Analysis.

Curious if now is a good time to sell your business?

The post How To Find The Right Mergers and Acquisitions Transaction Advisory appeared first on Trinity Transactions Advisory, LLC.

But just because you’ve decided to sell your business with the help of a mergers and acquisitions company doesn’t mean that the hard decisions are over.

Who Will You Leave In Charge? – You might think that an acquiring company will want to come in and put their own people in charge. But if your company is already growing and performing admirably, they might want to leave management as-is. Before you leave the company, you’ll have to decide who is best to run the day-to-day operations and who will work best with the new company in order to make the best decisions.

Who Will You Sell To? – You might be selling your business, but you still have emotional connections to it. You have employees you care about, and you want to do what’s best by them. While you will have no control over what the acquiring company might do with your business once you sell, you’ll have some idea what their intentions are by reviewing what they’ve done with their previous acquisitions.

Will You Take the Most Money? – At first this might seem like a silly question, but, as they say, money isn’t everything. If your decades-long rival whom you’ve hated for years offers you the most money, chances are you won’t be taking it. If the highest offer comes from a company with a reputation for buying a business just to shutter its doors, you might not take well to them.

Trinity Transaction Advisory will do everything we can to guide you in the decision-making process, but in the end, the decisions will be up to you. Contact us and we’ll give you all of your options.

Curious if now is a good time to sell your business?

The post The Tough Decisions You Might Have To Make When You’re Looking To Sell A Business appeared first on Trinity Transactions Advisory, LLC.

How Much More Complex the Process Is: If you started the business decades ago, you might have started it by simply registering it with the state and opening a bank account. As it started to grow, perhaps you passed much of the bookkeeping and paperwork to a specialized employee.

Now that you’re interested in selling your business, you’ll probably be surprised by how much more complex the process is, both because of the increased size of your company and the increase in legal documents that are a part of it. That’s why it’s important to find the right mergers and acquisitions company to help.

The Acquirer Might Not Know Your Business: You might imagine that whoever buys your business will know your industry. If you own a restaurant, you might expect that it’s a young restaurateur who’s interested in having their own place. But it’s just as likely that your company will be bought by an investment firm that is simply looking for a good performer and that has room for growth.

The Amount of Work You Have To Do To Get Your Business Ready: Any business can be sold, but a business can sell for much more than you might imagine if a certain amount of diligence is taken care of beforehand. You’ll want to create a succession plan to ensure that the business can keep running after you leave. You’ll also want to increase profitability as much as possible in the year leading up to your sale, as well as identifying growth opportunities. It might seem like a lot of work, but it’s worth it in the increase you’ll see in the final selling price.

Trinity Transaction Authority will be there to walk you through every step of selling a business. Contact us as soon as you’re thinking about selling and we can help you get your business ready.

Curious if now is a good time to sell your business?

The post 3 Things That Might Surprise You When You’re Selling a Business appeared first on Trinity Transactions Advisory, LLC.