We Place A Premium On Getting Results
WE PLACE A PREMIUM ON GETTING RESULTS
CrossRoads is a top-rated, full-service, Business Brokerage and M&A Advisory firm able to successfully service the lower middle-market sector of the M&A market that is often underserved, starting with companies with annual sales between $1 million and up to $100 million in sales. Our internal processes can handle complicated transactions with companies located within the US, coast to coast. We offer exceptional service to buyers and sellers through our strict adherence to confidentiality, integrity, and professionalism with clients in a wide variety of industries. Our fee structure is success-oriented, and no fees or retainers are due until the transaction is complete.
Our experienced team places a premium on getting results. Our firm has offices located across the country and is dedicated to serving clients looking for an experienced M&A Advisor and Business Broker supported by a professional team with years of experience in doing transactions. Whether you are looking for a Business Broker Coast to Coast, from Southern California, Nashville TN, Pittsburgh PA, King of Prussia PA, Orlando FL, or a New Hampshire Business Broker and M&A Advisor, we can deliver results.
We leverage state of the art tools and databases to serve diverse clients, including but not limited to wholesale/distribution, ecommerce, technology, professional services, transportation, service, construction, and manufacturing. We handle all aspects pertaining to selling a business from start to finish. Our services include M&A Advisory services and Business Brokerage, as well as business valuations where we use market based and DCF analysis methods to determine the most probable selling price for our clients’ businesses.
AN AWARD-WINNING M&A FIRM IN IRVINE, LOS ANGELES, AND COAST TO COAST
CrossRoads Business Brokers’ President is the recent recipient of two coveted awards including the IBBA Platinum Chairman’s Circle Award and M&A Platinum Club Award, that puts us in the top 1% of Brokers nationwide.
With a footprint in multiple states across the country and access to strategic buyers, private equity groups and their portfolio companies, we can operate in any industry or location across the country. Click below to learn more about our offices and services.
Business Broker in Los Angeles
Business Broker in Philadelphia
Contact us today for more information and to speak to an M&A advisor in Los Angeles, Irvine, Orlando, Pittsburgh, King of Prussia, Nashville, or Nashua, New Hampshire.
What We Do For You
Establish the Value of Your Business
Establish the Value of Your Business
Prior to going to market for any Business it is important to obtain an assessment of value and uncover key attributes and risk factors about the Business. That allows our Sellers to make an informed decision as to how to proceed. We will:
– Review and recast Company financials and Tax Returns.
– Prepare an Opinion of Value Report using software that looks at the market based and DCF methods (This is only intended to stimulate conversation on possible market value the Company can be offered at).
Research the Industry and Current Trends
Research the Industry and Current Trends
We leverage our industry research tools to identify appropriate Industry intelligence. We will:
– Obtain a complementary Industry Intelligence Report for our clients that contains industry trends and forecasts.
– Look for M&A activities for similar companies in the industry.
Package the Business for Maximum Value
Package the Business for Maximum Value
We pursue a deep understanding of the key value drivers and challenges through owner discussions while also looking at tax implications of the various deal scenarios. We will:
– Prepare to present necessary financial records of the Company’s profits, assets, and operating highlights necessary to allow prospective buyers to become comfortable in presenting an offer.
– Prepare the Confidential Information Memorandum (CIM) for the Company to approve. This captures the value proposition of the offering.
– Prepare a blind Ad (Teaser Profile) for Company approval. Confidentiality is key.
Create a Winning National Marketing Strategy
Create a Winning National Marketing Strategy
Outmost confidentiality. Comprehensive and very effective marketing powered by cutting edge tools. Customized approach that enables precision prospect targeting. Our multi-state footprint allows us to position to a national and sometimes international audience. We will:
– Create target Buyer lists by utilizing our strategic Buyer and Private Equity Group databases, as well as our internal database of more than 27,000 Buyers.
– Plan a direct outreach campaign that positions to the right decision makers.
– If applicable, prequalify the Business for a bank loan by leveraging Crossroads’ Bank relationships.
Target Ideal Buyers
Target Ideal Buyers
We carefully target strategic, financial, and executive level Buyers. We will:
– Post the Blind Teaser on the 20+ businesses-for-sale websites we have access to.
– Create and execute select Email and LinkedIn Campaigns targeting C-Level executives from the target Buyer lists we created.
– Setup an automated Buyer pipeline process in the Crossroads’ Deal Management System so we can manage the deal flow and document hundreds of conversations and communications effectively.
– Leverage our Broker Networks to find collaborating M&A professionals who can generate additional qualified buyer prospects.
Manage Buyer Inquiries and Confidentiality
Manage Buyer Inquiries and Confidentiality
Thoroughly screen prospective buyers to assess their operational & financial capabilities, motivation, and objectives in pursuing the Business. We will prioritize buyers based on their ability to see a deal through and being a good fit for the Business. We will:
– Screen incoming Buyer inquiries and have Buyers sign the standard Non-Disclosure Agreement (NDA).
– Interview Buyers via phone or zoom to see if further information disclosure is warranted.
– Manage disclosure of confidential Business info by granting access to our online Secure Data Room with strict monitoring.
Negotiate and Maximize Price and Terms
Negotiate and Maximize Price and Terms
The devil is in the details. We proactively address deal killers and handle unexpected hurdles. Often deal structures may have hidden challenges. What sounds good at first may turn out to need a lot of work when scrutinized. This is where our experience can help clients be ahead of the curve in many situations. We will:
– Negotiate price and terms with buyers so to achieve our clients’ financial and personal objectives.
– Facilitate the creation and execution of the Letter of Intent (LOI) for owner review and approval.
Facilitate a Successful Due Diligence
Facilitate a Successful Due Diligence
We facilitate the Due Diligence process by leveraging CrossRoads’ online Secure Document Management System for the exchange of confidential info. The Seller is able to upload, and the Buyer and their Advisors can download confidential information securely and efficiently. All the activity is monitored, and all parties are notified automatically when documents are uploaded or downloaded throughout the process. We act as a conduit to make sure sue diligence is done efficiently and timely.
Facilitate the Agreement and Closing Process
Facilitate the Agreement and Closing Process
Finalizing the Definite Purchase Agreements and ancillary documents is a tedious and time-consuming process. We will:
– Coordinate and monitor changes of financial and non-financial terms with attorneys from both sides who draft the legal documents (Each side pays their own fees).
– Address regulatory and licensing requirements relevant to the change of ownership process.
– Coordinate escrow instructions. Help the parties verify the amounts for closing adjustments, including a complete inventory count, prepaid expenses, accrued liabilities, liability pay-off’s, etc.
– Coordinate the determination of in the definitive agreement documents.
Close the Deal
Close the Deal
Deals can run into trouble all the way to the end. Our focus is to see it through successfully by proactively ensuring challenges that may develop are addressed effectively. We will:
– Maintain regular communications with all parties, facilitating zoom meetings, in person meetings, and conference calls t address all and any issues that may arise.
– Coordinate and conduct the final closing through escrow or through legal counsel.
Establish the Value of Your Business
Establish the Value of Your Business
Prior to going to market for any Business it is important to obtain an assessment of value and uncover key attributes and risk factors about the Business. That allows our Sellers to make an informed decision as to how to proceed. We will:
– Review and recast Company financials and Tax Returns.
– Prepare an Opinion of Value Report using software that looks at the market based and DCF methods (This is only intended to stimulate conversation on possible market value the Company can be offered at).
Research the Industry and Current Trends
Research the Industry and Current Trends
We leverage our industry research tools to identify appropriate Industry intelligence. We will:
– Obtain a complementary Industry Intelligence Report for our clients that contains industry trends and forecasts.
– Look for M&A activities for similar companies in the industry.
Package the Business for Maximum Value
Package the Business for Maximum Value
We pursue a deep understanding of the key value drivers and challenges through owner discussions while also looking at tax implications of the various deal scenarios. We will:
– Prepare to present necessary financial records of the Company’s profits, assets, and operating highlights necessary to allow prospective buyers to become comfortable in presenting an offer.
– Prepare the Confidential Information Memorandum (CIM) for the Company to approve. This captures the value proposition of the offering.
– Prepare a blind Ad (Teaser Profile) for Company approval. Confidentiality is key.
Create a Winning National Marketing Strategy
Create a Winning National Marketing Strategy
Outmost confidentiality. Comprehensive and very effective marketing powered by cutting edge tools. Customized approach that enables precision prospect targeting. Our multi-state footprint allows us to position to a national and sometimes international audience. We will:
– Create target Buyer lists by utilizing our strategic Buyer and Private Equity Group databases, as well as our internal database of more than 27,000 Buyers.
– Plan a direct outreach campaign that positions to the right decision makers.
– If applicable, prequalify the Business for a bank loan by leveraging Crossroads’ Bank relationships.
Target Ideal Buyers
Target Ideal Buyers
We carefully target strategic, financial, and executive level Buyers. We will:
– Post the Blind Teaser on the 20+ businesses-for-sale websites we have access to.
– Create and execute select Email and LinkedIn Campaigns targeting C-Level executives from the target Buyer lists we created.
– Setup an automated Buyer pipeline process in the Crossroads’ Deal Management System so we can manage the deal flow and document hundreds of conversations and communications effectively.
– Leverage our Broker Networks to find collaborating M&A professionals who can generate additional qualified buyer prospects.
Manage Buyer Inquiries and Confidentiality
Manage Buyer Inquiries and Confidentiality
Thoroughly screen prospective buyers to assess their operational & financial capabilities, motivation, and objectives in pursuing the Business. We will prioritize buyers based on their ability to see a deal through and being a good fit for the Business. We will:
– Screen incoming Buyer inquiries and have Buyers sign the standard Non-Disclosure Agreement (NDA).
– Interview Buyers via phone or zoom to see if further information disclosure is warranted.
– Manage disclosure of confidential Business info by granting access to our online Secure Data Room with strict monitoring.
Negotiate and Maximize Price and Terms
Negotiate and Maximize Price and Terms
The devil is in the details. We proactively address deal killers and handle unexpected hurdles. Often deal structures may have hidden challenges. What sounds good at first may turn out to need a lot of work when scrutinized. This is where our experience can help clients be ahead of the curve in many situations. We will:
– Negotiate price and terms with buyers so to achieve our clients’ financial and personal objectives.
– Facilitate the creation and execution of the Letter of Intent (LOI) for owner review and approval.
Facilitate a Successful Due Diligence
Facilitate a Successful Due Diligence
We facilitate the Due Diligence process by leveraging CrossRoads’ online Secure Document Management System for the exchange of confidential info. The Seller is able to upload, and the Buyer and their Advisors can download confidential information securely and efficiently. All the activity is monitored, and all parties are notified automatically when documents are uploaded or downloaded throughout the process. We act as a conduit to make sure sue diligence is done efficiently and timely.
Facilitate the Agreement and Closing Process
Facilitate the Agreement and Closing Process
Finalizing the Definite Purchase Agreements and ancillary documents is a tedious and time-consuming process. We will:
– Coordinate and monitor changes of financial and non-financial terms with attorneys from both sides who draft the legal documents (Each side pays their own fees).
– Address regulatory and licensing requirements relevant to the change of ownership process.
– Coordinate escrow instructions. Help the parties verify the amounts for closing adjustments, including a complete inventory count, prepaid expenses, accrued liabilities, liability pay-off’s, etc.
– Coordinate the determination of in the definitive agreement documents.
Close the Deal
Close the Deal
Deals can run into trouble all the way to the end. Our focus is to see it through successfully by proactively ensuring challenges that may develop are addressed effectively. We will:
– Maintain regular communications with all parties, facilitating zoom meetings, in person meetings, and conference calls t address all and any issues that may arise.
– Coordinate and conduct the final closing through escrow or through legal counsel.
-
CrossRoads Acted as the Seller M&A Advisor for the Acquisition
This Announcement Appears as a Matter of Record OnlyOn Point Home Health in Trenton, FL, Was Acquired by a Qualified Buyer -
CrossRoads Acted as the Seller M&A Advisor for the Acquisition
This Announcement Appears as a Matter of Record OnlyComfort Keepers in Davenport, IA, Part of a Leading Home Care Brand, Was Acquired by a Qualified Buyer -
CrossRoads Acted as the Seller M&A Advisor for the Acquisition
This Announcement Appears as a Matter of Record OnlyCarich Enterprises in Santa Ana, CA, an Aerospace CNC Shop, Was Acquired by a Private Equity Buyer -
CrossRoads Acted as the Seller M&A Advisor for the Acquisition
This Announcement Appears as a Matter of Record OnlySynergy Homecare in Austin, TX, Part of a Leading Home Care Brand, Was Acquired by a Qualified Buyer -
CrossRoads Acted as the Seller M&A Advisor for the Acquisition
This Announcement Appears as a Matter of Record OnlyExpert Home Care in New Brunswick, NJ, a Top Rated Home Care Agency, Was Acquired by a Strategic Buyer -
CrossRoads Acted as the Seller M&A Advisor for the Acquisition
This Announcement Appears as a Matter of Record OnlyRocket Service in Saint Augustine, FL, an Appliance Repair Services Firm, Was Acquired by a Qualified Buyer