Information For Business Buyers

Catalina Financial Group is a licensed full service business transfer firm specializing in midsize businesses. Our focus is on the state of Wisconsin and the U.S.

Seller Services include; Third Party Valuations, professional Confidential Offering Reports, buyer searches from existing data base, Internet marketing, direct marketing for qualified buyers, networking with brokers and intermediaries, confidential screening and development of prospective buyers, and support through the transfer process.

Buyers Services include; target industry searches, in-depth prospect assessments, and professional assistance in negotiations and closing of the transaction.   

Confidentiality is always kept on all buyer information collected.

Are you ready to move forward with looking for a business?  

We'll walk you through a 3 step process to getting started.  Our brokers will do the following:

Step #1:  The Process

Phase I, Preparation

Buyer Screening

  1. Understand your objectives, company, industry and market place experience

  2. Screen potential buyers for financial capability and alignment with goals of companies for sale

  3. Secure signed Confidentiality Agreements from interested Buyers

  4. Provide an Executive Summary on firms for sale with response instructions to pre-qualified buyers.

Phase II, Search

Buyer Visits

  1. Provide the Confidential Offering Memorandum, approved by business owner, to buyers whose interests continue

  2. Work with seller to answer buyer questions

  3. Schedule site visits and buyer introductions with business owner.

Offers to Purchase

  1. Assist buyers in the preparation of Offers to Purchase

  2. Negotiate price and terms suitable to both parties

Phase III, Closing

Final Discovery and Negotiations

  1. Help buyer facilitate due diligence

  2. Assist in look for funding alternatives that deliver the best financing to buyer

  3. Assist in the formulation, negotiation, and signing of the Purchase Agreement


  1. Work to resolve any outstanding issues as closing approaches

  2. Coordinate the final closing

  3. Conduct post-closing review with seller and buyer

  4. Complete post-closing details between seller and buyer. 

Step #2:  Buyer Forms

Please fill out the following forms and fax them to us at 262.376.9505.

If you have a current Resume, please fax with buyer forms.

Step #3:  Search For A Business!

Choose one of the following:

Are you interested in a listing?  Contact us today, Click Here...




Catalina Financial Group, LLC    Copyright     All rights reserved.