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Marketing Plan

The Servian Group believes that it takes an aggressive and proactive marketing strategy to successfully sell a business. We design a custom marketing plan for each of our clients.

 1.  Gather information to understand the business.  Perform a situation analysis and understand the strategic business plan, strengths, and opportunities.  Identify industry and economic outlook.

 2.  Perform a business evaluation to determine its Fair Market Value.

 3.  Prepare an offering portfolio tailored to the needs of specific types of buyers.

 4.  Identify potential buyers.

·    Existing pre-qualified buyers

·    Vertical and horizontal strategic buyers

·    Individual buyers

·     Financial buyers

·     Industry buyers

·     Local, regional, national, and international candidates

 5.  Search data bases of buyer prospects, professional associations, and investment groups.

 6.  Establish advertising plan that protects confidentiality.

·      Newspapers

·      Regional and national newspapers

·      Trade magazines

 7.  World Wide Web.

·      Business Brokers of Florida & Business Brokers Network

·      Mergers and Acquisitions Network

·       BizBuySell

·       Internet resources

 8.  Targeted campaign to potential complementary buyers

 9.  Pre-qualify buyers.

·       Financial ability, strategic fit, motivation, and sincerity

 10.  Obtained signed confidentiality and warranty agreement from buyer.

 11.  Introduce business information to qualified buyers.

·        Blind Profile

·        Executive Summary

·        Confidential Memorandum

·        Valuation Document

·        Master File

 12.  Co-ordinate Confidential Site Visits

 13.  Help negotiate best price and terms

 14.  Help facilitate due diligence process

 15.  Help facilitate closing process.