BOSTWICK, LLC - Securing Qualified Buyers for Quality Businesses!

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GLOSSARY

 

Table of Contents

 

Forward – So you want to be your own boss!

 Part 1 – BASIC PRINCIPLES OF SMALL BUSINESS

 Understanding Financial Statements 

  1. What Determines Value?             
  2. Financial Formulas                                                                                                       

Part 2 – THE 15 STEP BUYING PROCESS

  1. Buyer Preparation
  2. Your Selection Criteria        
  3. “A” Team                      
  4. Search for & Evaluate Prospects                    
  5. Confidentiality & NDAs                             
  6. Meet the Seller                                                      
  7. Visit the Business                                                                                                      
  8. Research the Industry                                                                                        
  9. Structure a Workable Deal                                                                                 
  10.   Prepare & Present Your Offer                                                                
  11.   Seller’s Response                                                                                       
  12.   Due Diligence                                                         
  13.   Closing Documents                                                                                    
  14.   Closing Process                                                                                                    
  15.   Transition

APPENDICES – Sample Worksheets

1.  PRICE ANALYSIS 

2.  STATEMENT OF FINANCIAL CAPABILITY                                                             

3.  OWNER QUESTIONNAIRE                                                                                       

4.  OPPORTUNITY COMPARISON FORM                                                                     

5.  SIC CODES                                                                                                                     

6.  NATIONAL MULTI-LISTING ENGINES                                                                  

7.  TAX IMPLICATIONS – GENERAL GUIDELINES                                                

 GLOSSARY OF TERMS                                                                                          

 

 

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Last modified: November 04, 2005