The foundation of a successful sale is understanding your business’s worth. We conduct a comprehensive benchmark valuation that analyzes market trends, financial performance, and industry benchmarks. This ensures your business is priced competitively to attract serious buyers while maximizing its market value.

Preparing your business for sale is a pivotal step, and at Horizon M&A Advisors, we ensure it’s done seamlessly and strategically. Our expert team works closely with you to enhance your business’s marketability, identifying opportunities to maximize value while you focus on your operations. From refining financials and addressing potential risks to strategically positioning your business for the right buyers, we handle every detail to secure a profitable and smooth sale process.

Successful M&A transactions are the result of coordinated efforts by a dedicated team of experts. At Horizon M&A Advisors, we take on the role of project managers, organizing and overseeing every step of the process. Your team will include key in-house personnel such as your CFO, along with external specialists, including M&A transaction attorneys, CPAs with tax expertise, financial planners, and wealth management advisors. Additionally, Horizon provides skilled analysts, administrators, and selling advisors, as well as a secure virtual data room to streamline document management and due diligence, ensuring a smooth and efficient sale process.

At Horizon M&A Advisors, we create a detailed and confidential Offering Memorandum (CIM) that highlights your business’s strengths, competitive advantages, growth potential, and key market opportunities. Our comprehensive CIM includes a professional financial model with five years of historical data and projections, covering income statements, balance sheets, cash flow, EBITDA, and more. This compelling document serves as a powerful marketing tool, helping attract serious buyers and facilitating faster, well-informed decision-making. With expert design and thorough analysis, we position your business for a successful sale and smooth negotiation process, maximizing its value in the competitive M&A marketplace.

As a leading privately owned business brokerage and M&A advisory firm serving both national and international markets, Horizon M&A Advisors delivers tailored strategies to maximize interest in your business. We analyze your company and create a targeted buyer list by matching you with qualified buyers from our extensive databases, including private equity firms, public companies, family offices, and strategic investors. Our advanced marketing systems and industry-specific outreach ensure your business is promoted confidentially to motivated prospects aligned with your goals. This focused, expert approach enhances visibility, accelerates buyer engagement, and drives competitive offers to maximize your business’s value.

At Horizon M&A Advisors, we prioritize confidentiality and rigorous buyer screening to protect your business throughout the sale process. Utilizing proprietary databases, industry contacts, and referrals, we identify buyers—primarily private equity firms and public companies—who align strategically and financially with your business. We initiate contact using carefully crafted documents that protect your identity until buyers sign confidentiality agreements to receive detailed CIMs and financial models. Managing all buyer communications, we shield you from distractions so you can focus on running your business. Our thorough screening ensures only qualified buyers advance, safeguarding sensitive information until the due diligence phase and providing you with a secure, seamless selling experience.

At Horizon M&A Advisors, our proven two-phase marketing strategy maximizes exposure while protecting your business’s sensitive information. In Phase 1, our advisors handle initial buyer meetings to keep your focus on running your business, gathering Indications of Interest (IOIs) from qualified buyers. Together, we review IOIs and select the best candidates for Phase 2, where you engage directly with buyers through management presentations and facility tours. This phase culminates in Letters of Intent (LOIs), which we help you evaluate and negotiate. By sharing detailed offering memorandums only with vetted buyers under NDAs, we build competitive momentum, ensuring your business achieves optimal value through a controlled and efficient sale process.

Due diligence is a critical phase that demands thoroughness and transparency to facilitate a smooth transaction. Horizon M&A Advisors coordinates comprehensive financial and operational evaluations, manages secure data room access for both buyers and sellers, and oversees timely communication to address all queries efficiently. Our structured due diligence process fosters trust among all parties, mitigates risks, and helps avoid delays, ultimately leading to a successful and confident closing.

As due diligence nears completion, the buyer’s attorney drafts the initial purchase agreement, which is finalized only at closing—unlike typical real estate deals. At Horizon M&A Advisors, we collaborate closely with you and your legal counsel to negotiate this comprehensive agreement, often including detailed schedules outlining sale components. Our team leads business negotiations while your attorney handles legal matters, refining the contract through multiple iterations until all parties agree. Once all conditions are met and documents are signed, the buyer’s attorney closes the transaction, funds are transferred, and ownership officially passes to the buyer. Often, sellers remain temporarily to assist with management transition. With precise legal oversight and expert support, Horizon M&A ensures a smooth, timely, and compliant closing process, delivering a financially rewarding and stress-free business sale experience.