VR Mergers & Acquisitions employs a twelve step proven process for sell-side clients. Throughout the process, we stay in close communication with each client to ensure that they are fully informed. 

1. Establish Relationship with Client  

  • Understand client goals and objectives. 
  • Discuss all options. 
  • Educate client about the selling process.

2. Assess Company and Conduct Analysis

  • Obtain information and financials.
  • Understand market position.
  • Identify limiting factors.
  • Determine valuation range. 

3. Commit to Process 

  • Review valuation range. 
  • Discuss options. 
  • Reach decision. 
  • Sign engagement agreement. 

4. Identify Potential Buyers 

  • Research strategic, synergistic and financial potential buyers. 
  • Develop strategy to reach each buyer group. 
  • Design contact process to create the greatest level of competition among potential buyers. 

5. Profile Company 

  • Conduct owner interviews. 
  • Research industry. 
  • Complete comprehensive analysis. 

6. Marketing Package 

  • Prepare confidential summary. 
  • Prepare confidential business review.  
  • Focus on unique value drivers of the company. 

7. Market to Potential Buyers Proactively contacts Potential Buyers 

  • Screen interested parties. 
  • Obtain confidentiality agreements. 
  • Provide Confidential Business Review. 

8. Evaluate Offers and Negotiate 

  • Provide analysis and feedback on offers to sellers. 
  • Negotiate price, terms, the deal structure with buyers. 

9. Letter of Intent (LOI) 

  • Negotiate Letter(s) of Intent that meets seller goals. 

10. Facilitate Due Diligence

  • Serve as the liaison between buyer and seller with regard to due diligence.
  • Review due diligence list, time line, etc. for feasibility and necessity. 

11. Execute Purchase Agreement 

  • Review purchase agreement to ensure that it follows the framework of LOI and price. terms, structure discussed. 
  • Provide feedback to seller, buyer and other advisors (CPAs, attorneys). 
  • Facilitate execution of the final purchase agreement.

12. Manage Closing Process 

  • Facilitate the closing. 
  • Ensure that all documents are prepared. 
  • Coordinate and communicate with seller, buyer and their respective advisors.

Marathon Capital Advisors

4 Park Plaza
Wyomissing, PA 19610
Phone: (610) 898-8086
Fax: (610) 898-8090

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Focus

Mergers, Acquisitions, Business Sales, and Divestitures

COMPETENCIES: M&A Advisory, Business Brokerage, Strategic Planning, Performance Improvement Consulting, Interim CEO/COO/CFO, Executive Coaching, Succession Planning, and Loan Brokerage.

The Marathon Story

Marathon Capital Advisors, a sister firm to Marathon Franchise Advisors and Marathon Financing Advisors, both divisions of Marathon Business Group, LLC., is a specialty financial services firm founded in 2006.  

Marathon’s mission is based on simple founding values, build trusted relationships and be results driven. In that light, we keep our clients informed during each step in the process and we adhere to a proven process to achieve a successful conclusion for client engagement.

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