Why use a CBI?

Assisted Living

Sellers

Our sell-side process is as follows:

 

  • A level-set on owner objectives: strategic, personal and financial

  • Due diligence and valuation, to prepare for buyer scrutiny

  • Buyer identification is critical, and needs to consider both strategic and financial fit

  • Positioning – including material preparation – highlights our clients’ strengths and anticipates buyer questions and due diligence

  • Managing the “auction process” – buyer candidates provide formal indications of interest, and with multiple parties, a managed auction process is designed to maximize value

  • The negotiation process: Legacy is on the front lines. Our clients are able to run their business and then they join the process at key points. This approach maximizes success rate and value

  • Due diligence and closing: the buyer usually has intense due diligence requirements. Legacy continues to manage the process, including interaction with legal, accounting, etc., on through closing.

 

 

Legacy serves as an extension of each client’s management team – as a trusted advisor with the right set of skills and experience to manage a business sale or divesture. Quite simply: we dive in, focus on value, and achieve optimal outcomes.