While reviewing the documentation for one company, our cursory analysis led us to deduce that the oil and gas lease on a 133 acre parcel was most likely null and void. We presented our findings to our client and he asked us to follow up on it. We coordinated the legal work through our professional networking contacts and, as a result of our work, the client retained the oil and gas rights on the property, even after the sale.
Take away - We are thinkers who are always looking for ways to maximize value and we communicate.
An accountant contacted us and said “I have one of the most profitable businesses that I have seen and they want to sell.” After screening, we introduced them to one, and only one, Buyer. We then walked with the Sellers and the Buyer through a seven month process. Within three years of their purchase, the Buyers had grown the business and sold it for more than four times their purchase price. The Sellers had retained 20% equity in their old company and ended up making more on the second transaction than they had on the first one.
Take away - With one carefully crafted, personalized and managed introduction, we added value far beyond what our clients imagined.
One of the most modest business owners who we have had the pleasure of working with really liked a Buyer who we introduced to him. The Seller didn’t want to jeopardize the transaction, so the Seller told us to go with whatever the Buyer presented. (You don’t come across that too often!) When the Buyer presented an offer to us, before consulting with the Seller, we went back to the Buyer and discussed the offer in light of some considerations that we knew the Seller had. Before we even presented the offer to the Seller, we had negotiated an increase to the initial offer by more than our commission.
Take away - Having someone to negotiate for you can more than pay for itself!
