EnerVal Business Valuation and Advisory
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Buying or Selling a Business

Buying or selling a business is a complex undertaking for both vendor and purchaser. Many private company owners will only sell or purchase a single business in their lifetime. This decision will significantly affect the owners, their family, and employees for years to come. Because of this we develop a very personalized service to ensure we meet all personal and corporate goals of our clients.

To assist owners, we utilize a four staged approach, for both the sell-side and buy-side of a business. This phased approach ensures that:
  • the transaction is controlled as much as possible in the clients favour
  • all data flow is managed and corporate information is safe-guarded 
  • negotiating strength is maintained
  • all appropriate experts such as tax, accounting and legal professionals are consulted
  • any  required financing is secured efficiently and timely
  • post closing obligations are followed through with
  • personal and corporate objectives are met

A successful sell-side transaction will result in the seller maximizing value received while achieving their personal goals. A successful buy-side transaction will see a purchaser maximizing their value long-term. 

We find it is best to plan early. The sell-side process can often take six to nine months to complete from Phase II onwards, while Phase II onwards of the buy-side requires usually a minimum of three months to complete.  Time to complete Phase I of these processes are very dependent on a companies unique situation, but in general the more time spent here increases the success in remaining Phases. 
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SELL-SIDE PROCESS

Phase I - Pre-sale planning
Phase II - Preparation for Sale
Phase III - Select Purchaser and Due Diligence
Phase IV - Closing


BUY-SIDE PROCESS
Phase I - Strategy and Objectives
Phase II - Identify and Value Targets
Phase III - Due Diligence
Phase IV - Closing


For more information on our process feel free to download the file below.     
EnerVal Transaction Advisory.pdf
File Size: 1078 kb
File Type: pdf
Download File


If you are exploring ideas on purchasing, selling or want more information on the options available to you in transitioning
 your business, contact us and we will be glad to discuss your unique situation in person.
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Calgary, Alberta, CBV - EnerVal Business Valuation & Advisory Inc.