Mergers and Acquisitions Consultant Business Plan, Marketing Plan, How To Guide, and Funding Directory
The Mergers and Acquisitions Consultant Business Plan and Business Development toolkit features 18 different documents that you can use for capital raising or general business planning purposes. Our product line also features comprehensive information regarding to how to start a Mergers and Acquisitions Consultant business. All business planning packages come with easy-to-use instructions so that you can reduce the time needed to create a professional business plan and presentation.
Your Business Planning Package will be immediately emailed to you after you make your purchase.
Product Specifications (please see images below):
- Bank/Investor Ready
- Complete Industry Research for the Industry
- 3 Year Excel Financial Model
- Business Plan (26 to 30 pages)
- Marketing Plan (24 to 28 pages)
- 425+ Page Funding Directory
- PowerPoint Presentation
- Loan Amortization and ROI Tools
- Three SWOT Analysis Templates
- How to Start a Business Guide
- Easy to Use Instructions
- All Documents Delivered in Word, Excel, and PowerPoint Format
- Meets SBA Requirements
Mergers and acquisitions are an extremely important part of the overall finance world. Although most people associate mergers and acquisitions with very large corporations – namely publicly traded corporations – there are a number of consultants that specialize specifically in the sale of small businesses as well as medium-sized organizations. In many respects, most mergers and acquisitions firms operate in a similar capacity to that as a business brokerage. However, there are number of differences between a business brokerage and a mergers and acquisitions consultant. Foremost, most business brokerage firms and individual business brokers are far more concerned with finding a suitable buyer for a small business that is being sold. In many respects these businesses operate similar to that of a real estate program. A mergers and acquisitions consultant focuses substantially more on the placement of the business with an acquiring company as well as making all the necessary arrangements as it relates to financing as well as the transition of the businesses to its new ownership. People enter this field typically have had a substantial background in investment banking, finance, accounting, and related activities that are geared towards the buying and selling of businesses.
The startup costs associated with the new mergers and acquisitions consulting firm are very low. Usually, these businesses can be started for as little as $50,000 which is primarily allocated towards working capital and the acquisition of an office. The barriers to entry, ball low, do require that the individual practitioner work of mergers and acquisition specialists have extensive experience and contacts within this field. This is not typically a business where a person enters into it without having extensive experience and extensive ties to the investment banking and finance community.
Given that this is a consulting firm, most banks and lenders are willing to extend a working capital line of credit secured by existing assets from the owners of the business. As always, mergers and acquisitions consultant business plan is typically required and this document should feature a three-year profit and loss statement, cash flow analysis, balance sheet, breakeven analysis, and business ratios page. As it relates to the industry research, mergers and a vision field is a small group of corporations and individuals to provide this service to the business public. There are approximately 50,000 people there involved in the sale and acquisition of existing businesses. Each year, these businesses generate fees in excess of $25 billion for their services. It should be noted that mergers and acquisition consultants are different from investment banks given that there is no underwriting that typically occurs with these corporations. As it relates the demographic profile, a thorough examination of potential ongoing acquiring companies of businesses should be developed as well. This includes taking a look at the specific industry in which the mergers and acquisitions consultant will operate within, annual average revenues, average annual profits, the average number of acquisitions that we need to yearly period, and the percentage of transactions that will involve the acquisition of financing.
It should be noted that it is advisable that an attorney is kept on staff in order to ensure that the mergers and acquisition consulting firm remains with the letter at all times. There are a number of federal and state laws that guide the operations of investment banking as well as business programming. As such, a qualified attorney can assist in the owners with determining which applicable licenses may need to be acquired in order to operate as a mergers and acquisitions consulting firm.
A mergers and acquisitions consulting firm SWOT analysis should be produced as well. As it relates to strengths, barriers to entry for starting a new firm are low but again it does require that the individual entrepreneur were owners have extensive experience in ties to the finance, investment banking, and business broken communities. The fees generated from consulting as well as from commissions can be substantial. In most instances, most mergers and acquisitions consulting firms receiving fee equal to 5% to 10% of the face value of the transaction. This can be substantial especially when businesses that have valuations in excess of $1 million are undertaken by the firm. These businesses are usually immune tests negative changes in the economy especially if they operate in a specific niche like healthcare.
For weaknesses, it is difficult to obtain clients for a mergers and acquisitions consulting firm. Although there are tens of thousands of transactions that occur as it relates to the buying and selling of a business on any given month in any given market – these deals often fall through and it is difficult to obtain a client that is looking to sell their business. Most importantly, one of the main issues that these firms continually face is cash flow management. This is due to the fact that these firms were typically operate on a commission basis and the revenues generated are very sporadic.
As it relates to opportunities, many mergers and acquisitions consulting firms frequently expand their operations by hiring former investment bankers as well as third-party consultants order to further boost the revenues of the business. Additionally, some of these firms may acquire licensure to operate in investment banking or business programming capacity in order to further expand the revenue base. Often, once the initial success of the business has been developed many entrepreneurs will seek to establish additional offices throughout the United States.
For threats, outside of any major regulatory change as it relates to mergers and acquisitions as well as business programming – these businesses really do not face any major threat. The biggest issue faced by most of these firms are issues pertaining to competition and when interest rates are extremely high demand for companies looking to acquire new businesses does wane significantly.
A mergers and acquisition consultant marketing plan should be developed as well. Foremost, many of the people enter this field already have extensive contacts among potential business buyers, business sellers, and banks and financial institutions that extend credit for the acquisition of existing businesses. This is the most important way that these firms are able to generate the early revenues given that most people enter this field – again – our new entrepreneurs but have extensive experience and contacts within the industry. A proprietary website should be developed as well to showcase the profiles of these staff consultants and bankers, hours of operation, location information, showcasing previously sold businesses, and other relevant information to the mergers and acquisitions consulting firm. A presence on social media is not needed and usually these firms to maintain a page but is not maintained on an ongoing basis. Very few business owners search social media platforms to find someone that can effectively assist them with either buying or selling a business. It is important however that the mergers and acquisitions consulting firm maintain strong ties with the finance community and to that end many of these businesses register themselves as part of regional chambers of commerce, joining trade associations specific to the business programming and investment banking industry, and participating in large-scale events that focus on this industry.
The demand for buying and selling businesses is only expected to increase in coming years as many people from the baby boomer generation retire and are looking to sell the businesses that they have developed for a substantial period of time. As such, the high gross margins and strong and continued demand for a qualified mergers and acquisitions advice will allow these businesses to always remain profitable as well as cash flow positive