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SEMA 2011: Acquiring or Selling: Preparing your Business to Achieve Maximum Value

Presented by Tom Marx and Paul Cooperstein

Whether you are a seller looking to retire or divest an unprofitable or poorly integrated business, or a buyer that realizes the value of growth through acquisition, the goal is the same- to position your company for maximum perceived value.

Download Presentation: SEMA 2011: Acquiring or Selling: Preparing your Business to Achieve Maximum Value

SSA 2011: The Art of Buying and Selling an Aftermarket Business

Presented by Tom Marx and Paul Cooperstein

70% of all small and mid-sized businesses who are thinking of selling their business don’t sell. In order to prepare and follow-through with the right ways to successfully value and sell their business, the following information should be considered:

  • Why an exit strategy is necessary
  • What information needs to be prepared before going to market
  • Why non-disclosure agreements are important and what they should include
  • How deals are usually structured
  • How to get the price/terms you want
  • What you should expect from buyers and why backup offers are critical
  • The closing process: escrow, transition issues, and closing the deal

Download Presentation: SSA 2011: The Art of Buying and Selling an Aftermarket Business

PERA 2013: ASPECTS OF BUYING/SELLING A SMALL BUSINESS

Presented by Tom Marx 
In this webinar we will answer many of the common questions people ask about selling and valuing their business, including the necessary paperwork and information needed to get a business ready to go to market, what to look for from a broker or agent, and how deals are structured. We will also look at proven steps to follow to increase the chance of closing the sale of a business.

Topics to be covered include:

  • What paperwork and information to get ready before going to market
  • Why understanding your tax returns and financials are so important
  • How to value your business using various techniques
  • Why financing could be important to your deal structure
  • What you should look for from a broker or agent
  • Understanding business buyers and what is important to them
  • Why non-disclosures are important and what they should say
  • How deals are usually structured
  • How to market a business for sale to get the price/terms you want
  • What you should expect from buyers and why backup offers are critical
  • The closing process: escrow, transition issues, and closing the deal

Download Presentation: ASPECTS OF BUYING/SELLING A SMALL BUSINESS

Why Use a Mergers and Acquisition Intermediary?

Byline
First, the full disclosure: we can’t be 100% objective about this question because we are merger and acquisition (M&A) intermediaries. That being said, this is exactly what qualifies us to write this article. We have the experience to know what works and what doesn’t, and we have seen many cases where engaging the services of an intermediary has helped make a deal that would otherwise break.

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Transaction Types: Mergers and Acquisitions, Divestiture and Asset Sales, Joint Ventures and Alliances, Going Private

by Tom Marx and Paul Cooperstein

Marx Group Advisors explores the four basic types of transfer of ownership transactions and explains in broad terms the situations, internally and externally, that could make one transaction preferable over the others:

Mergers and acquisitions
Divestitures and asset sales
Joint ventures and alliances
Going public or private

Download White Paer (PDF): MGATransaction Types of Mergers and Acquisitions

Lifecycle of Mergers and Acquisitions

by Tom Marx and Paul Cooperstein

There are five phases of a merger or acquisition that, if fully respected and developed, can make the difference between a successful transaction that works for all parties involved and lay the groundwork for seamless transition, or if ignored or under-executed can spell disaster.

  1. Pre-Deal Preparation and Evaluation of Transactional Assumptions
  2. Due Diligence
  3. Pre-Close Planning
  4. Post-Close Planning
  5. Post-Close Execution

Download White Paper PDF: MGALifecycles of Mergers and Acquisitions

Parts Store

Single location jobber store in Southern California supplies replacement parts to professional service providers.

  • Jobber store specializing in parts for Asian light vehicles
  • Projected annual sales are $1.2M / 65% DIFM and 35% DIY
  • Specialize in underhood, brake and chassis parts
  • One of the few independently owned and operated auto parts suppliers in their area
  • Inventory turns about 3.1 times
  • Opportunity for owner-operator to grow sales and expand territory; for existing business to add location; for competitor to remove company from market
  • Close to a major thoroughfare that features auto dealerships, retail and malls
  • Located close to a wide variety of independent and chain auto repair businesses, all located within a 5-mile radius of their location
  • Future growth can be achieved by adding inventory of parts for domestic vehicles

Contact Christine Campbell at ccampbell@marxgroupadvisors.com; 415-453-0844, ext. 112

Marx Group Advisors Assists with CRC Industries Acquisition of ChemFree Corporation

CRC Industries, Inc. (CRC) a global leader in the production of specialty chemicals for maintenance, repair and operational professionals and do-it-yourselfers within the automotive, heavy duty truck, marine, electrical, industrial, hardware and aviation markets recently acquired ChemFree Corporation, a subsidiary of Intelligent Systems Corporation.

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DRIVE SHAFT MANUFACTURING COMPANY

FOR SALE: Drive Shaft Remanufacturing Company

  • Manufactures / remanufactures drive shafts for cars, light and medium duty trucks and SUVs
  • In the Midwest, but can be relocated
  • Primary markets: distributors, driveline specialists, fleets and other remanufacturers
  • Focus: four-wheel drive and light truck market
  • Hundreds of different part numbers, providing coverage to a wide range of vehicle makes, models, and years
  • Current  Sales $6.5M; current EBITDA:  $1.4M
  • Owners wish to retire
  • Consistent growth in the past 4+ years
  • Excellent strategic acquisition opportunity for an acquirer that wishes to gain reliable market share
  • Upside growth opportunity to extend into other vehicle brands, regional and national fleets and other markets (company has not been aggressive in marketing and sales)
For more information, please contact Christine LeMay, Marx Group Advisors,  clemay@marxgroupadvisors.com or call (415) 453-0844 x 112.

COLLISION REPAIR SHOP

FOR SALE – Collision Repair Shop

  • Auto body and paint repair facility, jobber for paint and supplies
  • Profitable, stable, with growth potential
  • Total revenues around $700,000
  • Strong relationship with insurance companies (ICAR Gold Certified)
  • 6 Bays
  • Located in Northwest Wisconsin
  • Owners ready to retire

For more information, please ontact Christine Campbell at ccampbell@marxgroupadvisors.com; 415-453-0844, ext. 112

National Automotive Aftermarket Specialist Distributor

The company provides customers with repair and collision parts that are the Original Equipment Manufacturer (OEM) brand merchandise at competitive prices. Domestic and world-wide sourcing, integrating the company’s order writing with customer inventory and sales systems, and maintaining a very high level of customer trust and service are key elements to the company’s success.

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Marx Group Advisors Announces Formation of Collision Division

SAN RAFAEL, CA— Tom Marx, CEO of Marx Group Advisors announced today the formation of a new business segment in the collision repair/paint, body and equipment (PBE) segment of the aftermarket for mergers, acquisitions and divestitures. Marx Group Advisors Collision Division will be led by Ray Datt, vice president, and Mike Bryan, who recently joined Marx Group Advisors as its newest vice president.

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Marx Group Advisors CEO to Help HD Leadership Students Understand the Ins and Outs of M&A Activities

SAN RAFAEL, CA — Tom Marx, CEO of Marx Group Advisors will share his expertise on mergers and acquisitions (M&A) as one of the featured presenters at the 2014 University of the Aftermarket Heavy Duty Leadership program. Marx will explore the topic “Surviving and Thriving During a Merger, Acquisition, Divestiture or Other Change in Ownership” on Thursday, August 7 on the campus of Northwood University in Midland, Mich.

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