What is an Offering Memorandum?

Written By: Teresa Shefer-

Business owners who are considering exiting their businesses within the next 5 years should become acquainted with the Offering Memorandum. The OM, also known by other industry names, is a data rich marketing document designed to highlight your company’s positive attributes to a prospective buyer. Businesses are rarely sold without the exchange and review of the OM or a version of it.


Business Continuity – being prepared in case something happens to you

Stephen Reisler,

What happens to your business tomorrow if something were to happen to you today? Life happens and we cannot stop it – accidents, sickness, disease, and death happens daily. None of us are protected against ‘life’ but you can take the necessary steps to protect the business by creating a documented CONTINUITY PLAN.


The Keys to a Successful Merger

Terry Shepherd,

Your business sale is imminent and due diligence is about to begin. For you to stay on after the transaction with either a continued stock interest, an earn out agreement based on reaching revenue milestones post transaction, or some other financial incentive, work is required from you and the buyer leading up to the sale, to make sure it is the right fit and to help ensure its success.


Whether you plan to hand your business to family or employees, or to sell it on the open market, you need to take the right steps to maximize your business’ value come exit time. Preparing a business for sale is like preparing a house for sale. It must ‘show’ well.  A lot needs to take place before the final step, which is selecting the methods for attracting the right buyers.

Business transition, succession, or exit planning is a passion of ours. We have done this many times and it is important to know the ins and outs as well as what works and what doesn’t work. We love it when a plan comes together and you walk away with the just rewards for your years of effort.

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