I need IB to create pichbooks, deck, ect. For my business.
I want to bring company to market on my own, or maybe you want to represent my organization? Current buyer at $7M but I know if I take it to market with the right material and dress it up good I can get a lot more $$$. Higher and multiple offers.
I want to work with a real pro but not interested in getting ripped off and making monthly payments. Seriously, for WHAT?? So you can play games in the office and go out and partying with my hard earned money 💰. I don't think so.
So if you are interested please let me know so I can consider you. Thanks
You sound like a treat. You literally outlined the work you need (and there’s probably a lot more). You also expect that work to make your company more valuable in a sales process. How does that relate to people partying?
What does your business do? What are revenue and EBITDA? Are your financials audited or reviewed? Are your financials some controller driven monstrosity? Do you have a legitimate data room? Is your current buyer credible? Do you have a firm grasp of the relevant metrics for your industry?
In the $7M range having a bank involved doesn’t make any sense for a number of reasons, but you likely won’t get what you are asking for from a business broker, which is likely your best route.
Your other option is to hire a former IB person as a consultant and have them help you package the business for sale. You would have to actually pay them on a project or hourly basis though as they wouldn’t do this on an exit fee only contingency.
If you want to DM me with more detail, I know a couple of people who do that. Running the process would likely still fall to you. If I were you, I would bring in a deal savvy CFO with a stated goal of intent to sell asap and have them run the process. That will be costly from a salary perspective ($250k+) and also cost you maybe 2-5% of the business. Is a 30% or greater increase in valuation worth that to you? From the tone of your comments I’d guess you don’t want to pay even if it means a better outcome (or making it through due diligence at all).
I appreciate your reply. As a new member I can't DM for 2 days. Please DM me your contact info. Thanks
It doesn't seem that I can message you either.
Based on the most helpful WSO content, it seems you're looking for professional assistance to create pitchbooks and decks to bring your company to market and maximize its valuation. While I can't directly represent your organization, here are some actionable steps:
Hire a Professional Investment Banker or Advisor: Investment bankers specialize in creating high-quality pitchbooks and running sale processes. They can help you position your company to attract higher offers. Look for boutique firms or independent advisors who may offer more flexible fee structures.
Focus on Presentation: As highlighted in WSO threads, a well-crafted pitchbook or deck is critical. It should address key metrics, growth potential, and market positioning. If you're concerned about costs, you could hire freelance financial analysts or consultants to create these materials.
Avoid Monthly Retainers: If you're wary of monthly payments, negotiate a success-based fee structure. Many advisors are open to earning a percentage of the final sale price, aligning their incentives with yours.
DIY with Resources: If you want to save costs, consider using resources like the WSO Elite Modeling Package or templates available on Wall Street Oasis. These can guide you in creating professional-grade materials yourself.
For more insights, you might find this thread helpful: https://www.wallstreetoasis.com/forum/investment-banking/stock-pitch-bb…</a">Stock Pitch BB Interviews. It includes lessons and templates that could be useful for your pitchbook preparation.
Sources: As an M&A Investment Banker, What Value Do You Actually Add?, How to Start an Investment Bank/Brokerage Firm without Being a Licensed Broker?, Want to build a startup & raise some money? Part II, VC startup idea - PE or VC interest? Are these numbers viable?, Sell 7-figure business for EB?
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