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  • SELL-SIDEINVESTMENT BANKINGINVESTMENT BANKING

    VALUATION ADVISORY

    FORENSIC ACCOUNTING

  • ALLIEDConnected or related by similitude, resemblance, or friendship.

  • 3

    Allied Business Group helps business owners realize their strategic and financial objectives through the

    sale of their companies. We understand that successful deals occur only when price, fit, and chemistry are

    aligned. We also understand that every company is different, and thus every sale process is unique.

    Selling a business requires careful planning, a significant investment of time and energy, and the guidance of

    an experienced M&A advisor. Our professionals work closely with you to develop a personalized approach to

    the sale of your company. Drawing on our diverse industry knowledge, proprietary deal management tools,

    and support staff, we can help you achieve your strategic goals while ensuring you receive maximum value

    for your company.

    Helping you maximize the return on your most valuable investment

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    TABLE OF CONTENTS

    OUR SALE PROCESS 05

    STEP 1 BUSINESS VALUATION 06

    STEP 2 STRATEGIC PLANNING 07

    STEP 3 CONFIDENTIAL MARKETING 08

    Marketing Channels 09

    Marketing Materials 10

    STEP 4 DEAL MAKING 12

    ClearDeal 13

    STEP 5 DUE DILIGENCE & CLOSING 16

    Virtual Data Room 17

    ABOUT ALLIED 18

    When you work with Allied, you work with a

    diverse team of professionals from all disciplines

    across the M&A sale process.

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    A UNIQUE APPROACH TO THE SALE PROCESS

    Our unique and disciplined approach to the

    M&A sale process provides our clients with

    proven results.

    We construct successful deals by implementing a disciplined, proven five-step process on every transaction

    BUSINESS VALUATION

    We perform a comprehensive review of your business to determine the value of your

    company. Our knowledge of valuation theory combined with our first-hand M&A experience

    produces highly accurate valuation opinions.

    STRATEGIC PLANNING

    After conducting in-depth market research, we develop a strategic plan defining how we will

    implement our resources to obtain the most beneficial outcome in the sale of your company.

    CONFIDENTIAL MARKETING

    We develop and execute a marketing plan that is designed to draw interest from a large

    number of high-quality buyer candidates who will engage in a competitive bidding process. We

    accomplish this while maintaining the highest level of confidentiality surrounding the sale of

    your company.

    DEAL MAKING

    Using our proprietary deal management software tools, we manage correspondence with

    interested parties and identify the most qualified buyer candidates. We solicit offers from

    these buyers and create a competitive bidding environment to help you achieve maximum

    value for your company.

    DUE DILIGENCE & CLOSING

    We help you prepare for potential buyers as they perform a comprehensive review of your

    company. By managing your deal team during this critical stage of the M&A process, we are

    able to preserve the momentum of your deal and ensure a successful transaction.

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    Deriving a value for your company

    Our process begins with a comprehensive review of your business from which we derive

    a value for your company. Our analysis provides us with a deeper understanding of your

    companys strengths, weaknesses, opportunities, and unique investment merit. This process

    also helps us identify issues that could deter a successful transaction. Using this analysis we

    create a valuation report that will serve as the basis for determining how we can help you

    achieve your strategic and financial objectives through a successful sale.

    $

    Our knowledge of valuation theory combined

    with our first-hand M&A experience produces

    highly accurate valuation opinions.

    STEP 1 BUSINESS VALUATION

    Due DiligenceCompany Documentation

    Financial & Legal Review

    Management Discussions

    Facility Tour

    External & Internal AnalysisEconomic Analysis

    Industry Analysis

    Company Risk Analysis

    Financial Analysis

    Valuation AnalysisIncome Approach

    Market Approach

    Asset Approach

    Discounts

    ReportPresentation of Report

    Print and Digital Formats

    Tips to Maximize Value

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    Determining a course of action

    We conduct exhaustive market research to find

    the best strategic buyers for our clients.

    STEP 2 STRATEGIC PLANNING

    During the strategic planning process, we define how we will implement resources

    to obtain the most beneficial outcome in the sale of your company. We establish the

    marketing strategy to sell your company, outline the timing of key events in the M&A

    process, and determine how best to present the unique characteristics of your company.

    COMPREHENSIVE BUYER LIST

    We perform independent research to compile a list of potential strategic acquirers that

    includes contact information for key executives at each company. We also leverage our

    proprietary database, which contains more than 8,000 private equity investors who have

    registered with our firm as buyers.

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    Creating competition between the best prospective buyers

    Private Equity Buyer Registration

    4 Future? (#): 2

    Our database of financial buyers includes over

    8,000 private equity contacts.

    STEP 3 CONFIDENTIAL MARKETING

    Our marketing process is designed to draw interest from numerous prospective buyers

    to create a competitive bidding environment for your company. We accomplish this while

    maintaining the highest level of confidentiality regarding the sale of your business.

    MAINTAINING CONFIDENTIALITY WITH PROSPECTIVE BUYERS

    Our buyer qualification process protects client confidentiality and creates a more effective sale

    process by focusing only on the highest quality buyers.

    As a first step, we require all prospective buyers to complete our online buyer registration

    form. The information gained from this step allows us to assess the prospective buyers

    ability to complete the acquisition. We then conduct further diligence to evaluate the buyers

    reputation when completing transactions. Once we determine that a prospective buyer is

    qualified we require them to sign a confidentiality agreement. We give prospective buyers the

    name of your company and access to the marketing materials weve created for your business

    only after they have submitted a signed confidentiality agreement to us.

    Bay View Equity Partners* Company Name:

    Thomas Kane* Full Name:

    2012 Fremont Street* Address:

    San Francisco* City:

    CA* State: 94105* Zip:

    (415) 495-1800* Work Phone:

    (415) 255-4872Mobile Phone:

    [email protected]* E-mail Address:

    www.bayviewpartners.comWebsite URL:

    Prior Acquisitions (#):

    Midwest* Geographic Preference:

    Majority RecapitalizationPreferred Transaction Type:

    Sponsored Fund* Fund Type:

    Equity* Types of Capital Provided:

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    Maximizing exposure through numerous marketing channels

    We utilize several different marketing channels to promote your company to strategic and

    financial buyers. Your companys name is kept confidential in all communications throughout

    this initial process.

    We prepare a set of materials used to market your business for sale. These documents are

    used to position your business in the most beneficial manner.

    @DIRECT MAIL

    We use direct mail to send a personalized cover letter and confidential

    profile to the entire strategic buyer list. This provides a secondary method

    for outreach in addition to e-mail communication.

    WEB MARKETING RESOURCES

    We complement our direct marketing activities with web marketing to

    reach additional private equity firms and individual investors. Our web

    marketing initiatives allow interested parties (who were not included in our

    distribution list) to search for your investment opportunity.

    Allied maintains strict confidentiality in every

    M&A sale process.

    MARKETING CHANNELS

    E-MAIL

    Allied makes phone calls to obtain e-mail addresses for strategic buyer

    contacts and then sends e-mails to the strategic and financial buyer lists.

    Messages are sent through an online platform that provides tracking

    features, allowing Allied to monitor the interest level of all e-mail recipients.

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    Confidential InformationMemorandum (CIM)

    This 50-75 page book is the most

    important document for the sale

    of your business. It provides an

    in-depth look at your companys

    operations, management team,

    past financial performance, and

    future opportunities.

    Confidential Profile

    To generate interest in your business while maintaining

    confidentiality, we develop a one-page synopsis that

    highlights your companys products, services, and

    historical financial performance without identifying the

    business by name. We attach a cover letter and distribute

    this piece to the entire strategic buyer list.

    MARKETING MATERIALS

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    Video CIM

    Your company is about so much more than just numbers on a financial

    statement and the Video CIM helps us convey that to the most qualified buye