When business owners make the decision to
entrust in Jerry Baker & Associates, Inc.’s
services they have the freedom to continue to concentrate on what they do
best.....operating their business. Jerry
Baker & Associates, Inc. is proud to accomplish all of the tedious steps
involved in bringing an interested acquirer to the table. Bringing about a
successful transaction involves timing,
talent, experience, and practice, among many other attributes.
Below is a general outline of the
step-by-step process that Jerry Baker & Associates, Inc. undergoes in
reaching successful transactions. The process has been broken down into four
critical stages.
Stage I
Step 1:
-
A. Research department undergoes
extensive industry research in a variety of
consolidating markets
-
B. JB&A identifies acquirers on
regional and national levels in each
selected industry
-
C. Contact made by JB&A to
top level M&A Decision Makers within
Acquirer companies
Step 2:
-
A. JB&A Associates’ make contact with potential
clients and introduce JB&A services and determine benefit of moving forward
in a business relationship
-
B. Terms of JB&A Mutual
Agreement are discussed and accepted by Client
-
C. List of potential Acquirer(s) identified to
Client through a List Letter; initially
and additionally, as deemed appropriate
-
D. Detailed information, through verbal and
written materials, are requested by JB&A and provided by Client. This
includes financials and other pertinent business
information related to the company's specific industry.
Stage II
Step 3:
-
A. Profile information
compiled and summary of Client business written containing
information pertinent to Acquirer(s) within appropriate industry segment
-
B. Written profile submitted to Acquirer(s) for
preliminary indication of interest in
Client’s Company
-
C. Confidentiality
Agreement(s) obtained from all interested Acquirers & forwarded
to Client for return signature, if applicable.
Step 4:
-
A. Client Prospectus
submitted for Acquirer(s) review
-
B. Discussion with Acquirer(s) regarding Client
Prospectus as well as discussion with Client regarding Acquirer(s) interest
in moving forward toward potential acquisition
-
C. Additional information may be requested. This
step may occur several times as discussions
proceed and further information is required by Acquirer(s)
Stage III
Step 5:
-
A. If all preliminary questions and expectations
are met to Acquirer and Client’s satisfaction, a
face-to-face meeting or conference call
may be arranged between Acquirer(s) and Client
-
B. After the meeting, JB&A will have
discussions separately with both
Acquirer and Client to discuss overall impressions.
Further questions or requests for information may result. Decision to move
forward with relationship discussed with both parties
Step 6:
-
A. Discussions
with Acquirer begin regarding purchase price and terms of Letter of Intent
-
B. Discussions
proceed to written Letter of Intent for
presentation to Client
-
C. Written Letter of Intent is presented to
Client through JB&A and discussed. Process may require additional
consultation with Acquirer and Client until
acceptable terms are agreed upon
-
D. Client signs Letter of Intent
agreeing to move forward with due
diligence phase
Step 7:
-
A. Due diligence
process begins with Acquirer
-
B. Purchase Agreement
prepared by Acquirer and sent to Client/Client’s attorney for review
-
C. Terms of Purchase Agreement
agreeable to Client and Acquirer.
Purchase Agreement is signed.
Stage IV
Closing the transaction
may be done either face to face or via facsimile. Client receives either
cash or stock
from transaction, as detailed in the Purchase Agreement and JB&A receives
commission equal to percentage agreed upon in Mutual Agreement via
wire transfer simultaneously with seller.

Contact Information
Jerry Baker & Associates,
Inc. |
Telephone:
(913) 897-9199 |
Fax: (913)
851-0678 |
Address: 13108 Linden Lane
Leawood, Kansas 66209 |
Email:
info@bakerandassoc.com |
Send mail to
CompanyWebmaster with
questions or comments about this web site.
Copyright © 2005 CompanyLongName
Last modified:
02/01/10
|