Merger & Acquisition Advisory

Buyer and Seller Services

  • Seller Advisory – Buyer has been identified and seller needs an experienced advisor
  • Buyer Advisory – Seller / Target Company has been identified and buyer needs guidance

Seller Advisory

C.V. Lemmon & Co. will:

  • Assist you to value/price a business
  • Provide pre-transaction planning and advice
  • Help you to identify and understand deal structuring and strategic selling options
  • Advise how to manage the selling process – in advance of next steps
  • Serve as your experienced, on-demand advisor
  • Provide simple guidance or hands-on assistance throughout the process
  • Assist you to compare offers, negotiate counteroffers, and evaluate buyers
  • Provide guidance for shareholder & management buyouts

Buyer Advisory

C.V. Lemmon & Co. will:

  • Advise you on valuation, structuring, and financing
  • Serve as your experienced confidant to discuss options and “bounce ideas”
  • Help you identify options and manage risk
  • Advise on the broad transaction structure & finer points for Letter of Intent consideration
  • Provide leadership to coordinate actions among attorneys, accountants, banks,
    shareholders, and multiple other advisors with their individual interests
  • Assist in lender communications and negotiations
  • Provide guidance for raising capital

Fees in Advance:

  • $350 per hour
  • Retainer – $5,000 (14.25 hours)
  • Retainer replenishment as advisory time approaches 14 hours
  • Easy remittance by credit card with CardPointe

Let's Work Together