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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
-
Understand
your objectives, company, industry and
market place experience
-
Screen
potential buyers for financial
capability and alignment with goals of
companies for sale
-
Secure
signed Confidentiality Agreements from
interested Buyers
-
Provide
an Executive Summary on firms for sale
with response instructions to
pre-qualified buyers.
Phase
II, Search
Buyer
Visits
-
Provide
the Confidential Offering Memorandum,
approved by business owner, to buyers
whose interests continue
-
Work
with seller to answer buyer questions
-
Schedule
site visits and buyer introductions with
business owner.
Offers
to Purchase
-
Assist
buyers in the preparation of Offers to
Purchase
-
Negotiate
price and terms suitable to both parties
Phase
III, Closing
Final
Discovery and Negotiations
-
Help
buyer facilitate due diligence
-
Assist
in look for funding alternatives that
deliver the best financing to buyer
-
Assist
in the formulation, negotiation, and
signing of the Purchase Agreement
Closing
-
Work
to resolve any outstanding issues as
closing approaches
-
Coordinate
the final closing
-
Conduct
post-closing review with seller and
buyer
-
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...
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