referrals = additional income

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eferrals = Additional Income

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Referrals = Additional Income. The company, Human Performance Institute (HPI), is a Florida-based provider of executive training and wellness programs, with 30 employees and annual revenue of $13 million. They were purchased by Johnson & Johnson. - PowerPoint PPT Presentation

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Page 1: Referrals = Additional Income

Referrals = Additional Income

Page 2: Referrals = Additional Income

A rookie agent in Coldwell Banker Commercial’s Salt Lake City office knew his father-in-law was considering selling his company, and referred him to CBM&A.

The company, Human Performance Institute (HPI), is a Florida-based provider of executive training and wellness programs, with 30 employees and annual revenue of $13 million. They were purchased by Johnson & Johnson.

When the $25 million deal closed in December of 2008, it generated almost $1MM in fees and earned the referring agent over $200,000.

&

Page 3: Referrals = Additional Income

Referred to CBM&A, Sizzling Platter Inc. managed over 30 restaurants in 4 states.

SPI was sold to a Chicago private equity group for above initial valuation, due to receiving multiple offers.

2 of the owner’s each reinvested 10% equity in the new company, which was then augmented when CBM&A advised on SPI’s acquisition of the United States’ largest Little Caesars Pizza franchisee, with 52 stores in Utah and Colorado.

The relationship created by CBM&A then lead to additional business for commercial agents, as SPI continues to grow, adding 3-4 new locations annually.

&

Page 4: Referrals = Additional Income

We are currently in the process of selling a water measurement instrument manufacturer with $10.5 million in annual revenue – a family-owned business with 20 employees.

They just went under LOI after evaluating 13 offers from private equity groups & strategic buyers.

We market to an international network of private equity and strategic buyers, and create an “auction” environment, maximizing the value of our seller’s company

Water measurement instrument manufacturer

&

?This size company is currently in the “sweet spot” for private equity deals.

Page 5: Referrals = Additional Income

In summary …• You already know people who might be ready to sell

a business.

• We can put money in your pocket, create additional real estate opportunities for you and also partner with you to provide services your competitors can’t provide. ’07-’08 average GCI = $543,000

• Despite tales of economic doom and gloom, this is a great time to sell a business, and our confidential process maximizes value for sellers.

• Even if owners are uncertain about the timing, we provide no-cost, no-obligation business valuations and handle all communication with the utmost confidentiality.