lomax corporate consultants1 the sale & purchase of businesses geoff coppenhall lomax corporate...
TRANSCRIPT
Lomax Corporate Consultants 1
The Sale & Purchase of Businesses
Geoff Coppenhall
Lomax Corporate Consultants
Lomax Corporate Consultants 2
Objective
• To provide a fast and efficient distribution of information to Buyers, Sellers & Advisers
• Information to be available 24/7/365
• Provide full traceability of documentation
• Confidential service at all times• Minimise sale transfer period
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How……….
• Provide a Web based service• Agreed information stored in
Password protected Folders• Buyer requests a Confidentiality
Agreement (CA)• Sent by email with blind copy to client• Client approves the request• CA returned – Access protocol
emailed with blind copy again to client
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What’s in the Main Folder……..
• Accounts in the Public Domain• Brochures• Web Link to Client’s Site• Resume of the Business• Reason for the Sale• Photographs• Location Maps
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Why Levels of Authorisation……
• Commercial espionage • Tyre Kickers & Time Wasters• Level Two may contain• Detailed Accounts – Clients by
Sector – Draft Accounts Year to Date etc
• Level Three may contain• Banking - management & employee
details
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Client Requirements
• The Lomax Web based
service gives the
client confidence
as it is Confidentia
l & Technology
based
Client Satisfaction
Confidentiality££££
MaximumConsideration
MinimumTimescale
MinimumInterruption to
Business
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Meeting the Needs
• Fast & Secure means of Transferring Confidential Information.
• Client can pass the information in minutes to theiradvisors.
• Client can monitor information distribution.
Traceability
Confidential
Comprehensive
Speed
Security
Secure Web Folders
Web Driven
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Cost Analysis
• No Up-Front Fees• No Monthly or Recurring Fees• Competitors will almost always want an
Up-Front Fee and/or a Monthly Fee under one guise or another, in addition to a percentage of the Transaction Value
• Lomax operates on “Fees by Results”
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Fees
• 2% of the First £1m• 1% of the Balance• Minimum Fee £20,000• Abort Fee: Business withdrawn
from sale in first 12 months or sold without our involvement £5,000
• All Fees are subject to VAT
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Our Strengths
TWOTWO
Well Connected
Well Connected
Con
fiden
tial
Con
fiden
tial
Versatile
Versatile
Fee
Dri
ven
Fee
Dri
ven THREETHREE
Expe
rien
ce
Expe
rien
ce
ReliableReliable
Ind
epen
den
ceIn
dep
end
ence
RecordRecord
Proven
Proven
ONEONE
Discrete
Discrete
Co
mm
erci
alC
om
mer
cial
Proactive
Proactive
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The Team…..
• Geoff Coppenhall & Mark Dunnare Independent Business Brokersoperating across the UK, and have over40 years of experience in Business Broking
• Geoff has an Industrial background• Mark is a Chartered Accountant• We have an excellent team of
Industry Specific Specialists
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Key Benefits
• An Independent Business Brokerage that has a wealth of Experience in ALL Sectors
• We are Professional and very well connected at ALL levels
• No Up-Front Fees• We are motivated by the Fees on
Successful Transactions
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Contact Details
Geoff CoppenhallLomax Corporate Consultants
PO Box 385WarringtonWA4 4FP
Tel: 01928 717718 Fax: 01928 716127
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Contact Details…..
Mark DunnCarlton Place
22 Greenwood StreetAltrinchamWA14 1RZ
Tel: 0161 929 4826 Fax: 0161 929 6808
Mobile: 07711 266678email: [email protected]
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Looking Forward
Thank you for your time and I look forward to working with you over the coming
months.
I appreciate that many of you may have a home office and that questions may well
arise “out of hours”.I am always happy to respond evenings and
weekends on the Mobile:-07984 404057