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, the Company was established in 2001 when Alan
Smith returned to Florida after selling his highly successful
California M&A firm, and together with Ken Stebbins they
formed the Carlyle Financial Group (Cfg).
has been involved
with Mergers and Acquisitions since the 1970’s. Ken
Stebbins has operating Business Brokerage firms in South Florida
since 1976. Cfg was formed to provide mid-market
business owners with decades of knowledge about the M &
A process and the experience of more than one thousand successful
“hands on deal making” transactions. For business
owners who wish to sell their company, this knowledge and
experience translates to maximizing their businesses’
value, reducing the risk of a failed transaction and speeding
along the M & A closing process.
handles the sale of a company in two phases. The first phase,
the Evaluation and Decision Making phase, helps the business
owner clarify their personal goals, provides a professional
opinion of the company’s value, examines the company’s
attractiveness to potential buyers, identifies the best buyer
groups, develops alternative deal structures and determines
the best time to market the Company. This information is summarized
in Cfg’s Opinion of Value and Marketability
Analysis report which is presented to the business owner.
With this information in hand, the business owner is able
to make informed decisions about offering the company for
sale.
(phase two) a Confidential Business
Information Summary (CBIS) and other marketing materials to
be utilized during the selling process are prepared by Cfg.
The CBIS documents the Company’s history (explains the
past) and addresses opportunities for sales and profit growth.
Financial statements are recast and a 3 - 5 year sales forecast
is prepared. This forecast details future sales and earnings
potential along with the strategies for accomplishing them.
The CBIS also succinctly summarizes the Company’s history,
products, services, status of employees, employee benefits,
facilities, competition, industry, market, sales and marketing
among other information.
Investors, strategic buyers and high net
worth individuals are selected from over 25 data providers
and industry sources and combines them with CFG’s proprietary
investor/buyer database to form the list of US and International
prospects to be contacted by Cfg. Prospects are reached
through a variety of ways including telephone, direct
mail, email, faxes, trade shows and advertising.
are arranged and conducted by seasoned Cfg dealmakers
who guide the selling process through the final steps of negotiations,
letters of intent, definitive agreement, diligence and closing.
Please contact us anytime with
your questions regarding buying or selling a business.
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