Selling a Business

Buying a Business

Valuing a Business

M&A Advisory Services

 

Merger &Acquisition Services

Buying and Selling Businesses


Heritage currently provides the following M&A services for its clients:

 

Seller Engagements

Heritage specializes in the sale and divestiture of a wide range of companies in all industries. We find the most suitable buyers and structure the transaction to best serve the client. We focus on representing privately held companies of all sizes. Our team of highly qualified professionals analyzes the client’s needs and provides strategic advice, value-added ideas and competent resources. We evaluate the client’s company and the options available to them for presenting the company to both strategic and financial buyers. We provide advice on what is required to effectively market the company to enhance its value. We will develop a valuation of the business and advise the client about opportunities available to market the company.

 

Heritage understands that selling a business is one of the most important events in the life and career of a business owner. The success and timeliness of the transaction are directly related to the skills of the M&A provider. Heritage has the expertise to resolve complex issues concerning the sale of the company and obtain the most money and the best deal with strict confidentiality. Customers, competitors and employees will not know the client is selling the business.

 

Buyer Engagements

Heritage specializes in the purchase of a wide range of companies in all industries. We find the most suitable sellers and structure the transaction to best serve the client. We represent both publicly- and privately-held companies of all sizes. Our team of highly qualified professionals analyzes the client’s needs and provides strategic advice, value-added ideas and competent resources. We evaluate the client’s company and the options available to them for presenting the company to prospective acquisition candidates. We provide advice on what is required to effectively acquire companies to enhance its value. We advise the client about opportunities available to acquire qualified companies.

 

Heritage understands that the skills of the M&A provider determine the success and timeliness of the transaction. Heritage has the expertise to resolve complex issues concerning the acquisition, and obtain the best deal at the lowest price and with strict confidentiality. Customers, competitors and employees will not know the client is acquiring another business.

 

Business Valuations

Heritage provides an independent valuation of companies for business buyers and sellers by utilizing an independent third party valuation company. First, Heritage assists the valuation process by recasting the financial statements and cash flow of the business to properly reflect its operations for valuation. Then we select the valuation company with the most experience in your industry. Each of our valuation companies has developed extensive national databases on thousands of comparable businesses throughout the United States and Canada. These databases have allowed them to be knowledgeable of industry trends and pricing multiples in diverse business segments. They have considerable expertise in small to middle market businesses.

  

A professional valuation presents the true economic value or “Fair Market Value” of a business based on properly adjusted financial statements and cash flow, and relevant conditions in today’s market.

 

Merger Consulting

Heritage provides advisory services before and after a merger.

 

Prior to an acquisition we help clients develop strategic plans that combine the financial potential of the transaction along with the goals and objectives of the company making the acquisition. Our many years of experience, combined with our practical, innovative experience in the marketplace, enable us to plan and identify potential merger/acquisition candidates. The information that we generate is critical to the process when making decisions to acquire or merge.

 

Following an acquisition we help clients successfully integrate the two companies. With our professional staff and experience in supporting companies, we can assist our clients in achieving successful mergers/acquisitions. As an intermediary and facilitator, we can bring problems to quick resolution because we understand the merger/acquisition process. We work to avoid issues relating to different management styles, cultures and structures to support our clients in attaining their acquisition and merger goals with the objective of achieving the desired financial results.

 

Integrating the Acquisition Process

Every aspect of an acquisition transaction is expertly coordinated with the client’s acquisition team - management, attorneys and accountants. Heritage provides clients with the experience, expertise, resources and focus required to complete a variety of corporate transactions. We have the knowledge and experience to successfully negotiate transactions and structure deals for our clients while maintaining strict confidentiality.


   

Heritage Business Services, Inc.

Mergers & Acquisitions

Westchester, IL 60154

 

Contact: Michael Kelly

Telephone: 708-492-0065

Facsimile: 708-492-0064

Email: mkelly@hbsinet.com

Web Site: hbsinet.com