We work with you to clearly define both financial and non-financial goals for your transaction. This includes understanding key valuation metrics like EBITDA, Seller’s Discretionary Earnings (SDE), and the differences between an asset sale and a stock sale. Beyond the numbers, we also consider critical non-financial factors such as customer retention, employee retention, company culture, and the buyer’s ability to maintain their business legacy. Aligning these goals ensures a successful outcome that reflects both the financial and personal priorities of the seller.

We gather and refine your business data to ensure it is accurate, complete, and presented in the most compelling way to potential buyers. By thoroughly evaluating your organization's strengths and weaknesses, we develop a strategic approach that highlights its unique value and addresses any potential concerns. This informed preparation allows us to target the right buyers effectively, ensuring your business attracts interest that aligns with your goals and ultimately maximizes value in the transaction.

We take a tailored approach to identify and connect with qualified, strategic buyers who are the right fit for your business. This goes beyond simply listing your business; we conduct in-depth research to understand the ideal buyer profile, leveraging our network and market insights to approach buyers who align with your goals. Our proactive and targeted strategy ensures that your business is marketed to those who not only see its value but are also best positioned to support its future success.

Buyers typically submit a non-binding Indication of Interest as a preliminary step. We help you assess whether their expectations align with yours and determine the best fit—not just based on the highest offer, but also considering other critical factors like deal structure, buyer qualifications, and alignment with your long-term goals. The offer with the most money isn’t always the best, and we ensure you’re choosing the right buyer for your business.

Once buyers submit non-binding Letters of Intent (LOIs), we guide you through the process of evaluating and selecting the most suitable offer. This involves analyzing not only the financial terms but also the structure of the deal, the buyer’s qualifications, and their long-term plans for the business. We work with you to assess factors such as earn-outs, financing contingencies, and alignment with your non-financial goals, such as preserving company culture, retaining employees, or maintaining customer relationships.

|Our objective is to ensure the selected LOI represents not just the best financial offer, but the best overall fit for your business. Once an LOI is chosen, we help facilitate a smooth transition into the exclusivity and due diligence phase, keeping the process aligned with your goals.

The due diligence phase is one of the most critical parts of the transaction process, and at UBC M&A Advisors, we take the lead to ensure it is handled efficiently and professionally. During this stage, buyers scrutinize your business in detail, reviewing financial records, operational processes, legal documents, and other key aspects to confirm the value and viability of their investment.

Our team manages the entire process, acting as a buffer between you and the buyer to ensure you remain focused on running your business. We coordinate and respond to buyer requests, organize documentation, and address any questions or concerns that arise. Additionally, we anticipate potential roadblocks and proactively resolve them to keep the transaction moving forward.

By streamlining the due diligence process, we help minimize disruptions, protect sensitive information, and maintain momentum toward closing. Our hands-on approach ensures that all parties remain informed, engaged, and aligned, setting the stage for a successful transaction.

The closing preparation stage is vital to ensure the transaction is completed smoothly and without unforeseen complications. At UBC M&A Advisors, we work closely with you to address all legal, financial, and operational considerations well before the final agreements are signed.

We guide you in assembling a team of trusted professionals, including legal and tax advisors, to navigate the complex implications of the transaction. This may include reviewing purchase agreements, structuring the deal to minimize tax liabilities, and ensuring compliance with all relevant regulations. We also help you anticipate post-closing obligations, such as transitional support, employee agreements, or non-compete clauses, so you are fully prepared for the next steps.

Our team ensures that all required documents are prepared, reviewed, and finalized in advance of closing. By facilitating communication among all parties—buyers, sellers, attorneys, and accountants—we help maintain alignment and avoid last-minute delays.

With a comprehensive and proactive approach, we ensure you are fully equipped to navigate the complexities of the closing process, setting the stage for a successful and seamless transaction.

Closing is the culmination of the transaction process, where all agreements are finalized, documents are signed, and ownership officially transfers. At UBC M&A Advisors, we ensure this critical stage is managed with precision and professionalism to avoid unnecessary delays or complications.

We coordinate with all parties involved—buyers, sellers, legal teams, accountants, and other advisors—to ensure every detail is addressed. This includes confirming that all conditions outlined in the Letter of Intent (LOI) and purchase agreements are met, finalizing financing arrangements, and ensuring regulatory compliance. We also oversee the transfer of funds, assets, and ownership documentation to ensure a seamless transition.

Our role extends to facilitating clear communication and resolving any last-minute issues that might arise. Whether it’s addressing final buyer questions, clarifying contract terms, or verifying legal and financial details, we are there to manage the process and keep it on track.

By taking a proactive and hands-on approach, we make the closing experience as stress-free as possible, ensuring that you can move forward with confidence. When the deal is complete, you’ll know that every aspect has been handled meticulously, paving the way for your next chapter.