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Rich and Co.

Rich and Co. M+A Services for Sellers and Buyers

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Rich and Co. M&A Services 

We independently represent both sellers and buyers.  We work with both investment and retirement firms.  All work is strictly confidential.

Advantages of Our Approach

  • Confidentiality
  • Independent counsel and proprietary data/information
  • National network of contacts as trusted advisor
  • Efficiency, increased speed of transaction(s)

For Sellers
We operate as business brokers which include the following services:

  • Offering Development – We help you pull together a compelling and accurate description of your business and its potential along with identifying appropriate and optimal buyers and partners.
  • Marketing – We independently and confidentiality represent your business to potential buyers and partners.  You can market your firm without having it known by employees, clients, competitors or predatory buyers.
  • Due Diligence and Qualification of Buyers – Before you meet any buyer, or the buyer knows of your opportunity, we “audit” the strengths and weaknesses of the buyer’s capabilities and the seriousness and “fit” of their interest.
  • Introductions and Negotiations Management – We initiate contact and act as “go-between” between parties, as needed.  As an independent third-party, we are often able to speed negotiations and help uncover critical issues.
  • Transaction Closing – We provide support and resources as needed.

For Buyers
We act as buyer’s agents to identify appropriate opportunities for acquisition.   Our services include:

  • Firm and Offering Development – The buyer’s market is hyper-competitive and getting more so as more acquirers enter the retirement market.
  • Acquisition Opportunity Identification – Acting as your independent agent we identify and approach likely seller candidates that fit your ideal acquisition target profile.
  • Initial Contact and Due Diligence – We undertake initial information collection and financials analysis
  • Introductions and Negotiations Support – We initiate contact and act as “go-between” between parties, as needed.  As an independent third-party, we are often able to speed negotiations and help uncover critical issues.
  • Transaction Closing – We provide support and resources as needed.
  • Post-Closing Transaction Support – We stay involved to make sure the transition goes smoothly.

Contact us confidentially for more information.

Link to download full brief.

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Written by Rich and Co.

May 3, 2011 at 3:40 pm

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