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Category: Business Exit Strategies

A 5-Step Guide to Maximizing Value

Jun 20, 2024

—

by

Tommie

in Business Broker, Business Exit Strategies

Thinking of selling your business? Here’s a roadmap to navigate the process and get the best possible outcome: In a Nutshell Plan and Prepare: Get Your House in Order: Find the Right Partner: Shine a Light on Your Business: Know Your Value: By following these steps, you can ensure a smooth and successful exit from…

Tommie Carter

Investor Support for Income Producing Property and Business Acquisitions.

tommie.carter@expcommercial.com

LiveTalk on Phone, Whatsapp, or WeChat

📲

Commercial Advisor | Broker-Associate
BSIT, MBA, MiCP

CABB, IBBA, M&A Source, SCBCC

DRE:02213622
CDI: 0L02367
Broker DRE: 02134436

Direct: 951.394.1088

Office: 855.451.1236 x382

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Mailing Address:
302 Washington St,
Ste. 150-9852
San Diego, CA 92103

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- Step 1 of 4

Buyer Questionaire

Fill out the information and submit to let us know you're ready to find your perfect business match! A representative will contact you within 1 business days to discuss your inquiry further.

Business Requirements *

Client Name *

First

Last

Client Email *

Client Company

Department

Referral Source

Desired Purchase Date

Client Phone Number *

Date of Birth *

Previous Client? *

Position/Title

Business Acquisition Criteria

Fill out as much of this information as you can so we can identify investments that fit your profile.

Preferred Industry

Other (Preferred Industry)

Ideal Business Charateristics

Other (Ideal Business Characteristics)

Management Style

Other (Management Style)

Desired Location / Area *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Business Experience

Related Licenses

Financials

How will you finance the deal?

Financing Plan

Minimum Revenue

Selected Value: 100000

Funding Available

What type of funding do you have

Other ((Funding)

Maximum Investment *

Business Plan

Click or drag a file to this area to upload.

If you have a business plan upload it. All information is confidential.

Are there any specific skills or experience you bring to running a business? *

Do you have a timeline for acquiring a business? *

Is there anything else you'd like us to know about your ideal business opportunity? (e.g., Growth potential, specific products or services) *

Confidentiality Agreement: *

I agree

By submitting this form, I acknowledge that the information provided will be kept confidential by expCommercial.

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- Step 1 of 6

Seller Questionaire

Thank you for your interest in selling your business with expCommercial.

To help us understand your business and best represent you in the sales process, please complete the following form. All information will be kept confidential.

Business Information

Fill out as much of this information as you can so we can perform a fast, free, and accurate evaluation of your bueiness. All information will remain strictly confidential and removed once we close the transaction / inquiry.

Business Name *

Years in Opertation *

Industry *

Other (Industry)

Type of Business Ownership *

Other (Ownership Type)

Location *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Reason for selling *

Financials

The following financial information allows us to start your business valuation process. Please make this as accurate as possible.

Annual Revenue

Selected Value: 100000

Asking Price?

Profit Margin

Are you willing to negotiate? *

Financial Records Acknowledgement *

I agree

I acknowledge that in order to sell my business, I will need to submit confidential financial records including tax returns, financial records and P&L statements. These documents are required to successfully closeon the sale of your business. These documents will be destroyed after the sale.

Operations

All information is confidential and assists us in preparing a valuation for the sale.

No. part-time employees

Real Estate Ownership

Real Estate (Owned)

Real Estate (Lease)

When is the lease due for renewal?

No. full-time employees

Inventory

Equiptment

Products / Services Offered?

Growth Potential

Future potential can be an incentive to buyers.

Are there any growth opportunities for the business? *

Elaborate on growth opportunities.

Additional Information

Share anything that would interest and attract potential buyers.

Is there anything else you would like us to know about your business?

Buyer Requirements?

Contact Information

Client Name *

First

Last

Client Email *

Referral Source::

Date *

Client Phone Number *

Previous Client? *

Confidentiality Agreement: *

I agree

By submitting this form, I acknowledge that the information provided will be kept confidential by expCommercial.

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Step 1. *

Buy
Sell
Lease

Step 2 (Pick One) *

Real Estate
Business

Step 2.(Pick One) *

Seeking
Have

How it Works

Whether you are looking for buy, sell or lease deals, it easy to get started, Follow the simple steps for building a profile box for your wants, needs and haves. Be mindful to NOT include phone numbers, addresses or links in your descriptions.

Step 3 (Pick One) *

Retail Property

Community / Speciality
Strip Center
Strip Center (Anchored)
Neighborhood Center
Neighborhood Center (Grocery Anchored)
Big Box
Freestanding
Restaurant
Day Care
Freestanding Bank
Showroom
Auto Repair
Gas Station
Auto Dealer
Cannabis Dispenssary
Tavern/Bar/Nightclub
Mixed Use

Office Property

Medical / Dental
Live / Work
Data Center / Call Center
Financial
Corporate Facility
Mixed Use
General

Industrial Property

Warehouse / Distribution
Warehose / Office
Flex / R&D
Manufactoring
Cold Storage
Truck Terminal / Cross Dock
Cannabis
Mixrd Use
Light Industrial

Multi-Family Property

High-Rise
Mid-Rise
Low-Rise
Garden
Mixed Use
Cottage
Townhouse
Flat
Loft

Student Housing Property

General
Dorm Conventional
Dorm Suites
Dorm Apartments
Graduate Housing
Faculty Housing
Fraternity
Sorority
On Campus House
Off Campus House

Senior Housing Property

None
Independent Living
Assisted Living
Skilled Nursing
Memory Care - AL
Memory Care - SN
Memory Care - AL / SN
Rehab
Other

Hospitality Property

Hotel
Motel
Resort

Speciality Property

Airport / Airplane Hanger
Amusement Park
Bowling Alley
Car Wash
Casino
Church
Civic Center / Club
Funeral Home
Hospital
Marina
Parking Lot / Structure
Private School
Sports Center / Arena
Sports / Recreation
Theater

Land Property

Indusrial
Office
Retail
Multi-Family
Mobile Home Park
Residential Development
Speciality

Space Use

Office
Retail
Industrial
Land
Flex / R&D
Executive Suites / Coworking

Keywords (Real Estate)

Keywords (Lease)

Retail Center Type

Power Center
Regional Mall
Lifestyle Center
Outlet Center

Section 8

Is Section 8

Minimum Reserve Price

Maximum Offer Price

Step 3. (Pick One) *

Franchise
Business Opportunity
Established Business
Asset Sale
Startup

Industry *

Industry (Other)

Gross Revenue

Keywords (Business)

Year Established

Cash Flow

Maximum Offer Price (Business)

Minimum Reserve Price (Business)

Business Experience (Check those that apply)

Owned a Business Before
Sold a Business Before
Have Proof of Funds
Have Related Industrial Experience
Have a defined timeline
Have a clearly defined business target

Additional Filters

Home-based Business
Seller Financing Available
Real Estate Available
Good for Absentee Owner
Is Relocatable
Is New Franchise
Is New Business

Notes (Be Specific) *

Name *

First

Last

Email *

Phone *

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Name *

Email *

Phone

Deal Requirements *

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Let's Discuss Your Goals

Name *

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Email *

Message

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- Step 1 of 4

Career Contact

Thinking about a career with eXp Realty / eXp Commercial?

Name *

First

Last

Phone

Email *

Notes

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- Step 1 of 7

Connect to Commercial Owners

Join our vendor list

Vendor Name *

Business Type *

Business Website / URL

Business Description *

Services Offered *

Years in Business *

Number of Employees *

Business Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Insurance Provider

Business License Number

Payment Terms

Daily
Weekly
Bi-Weekly
Monthly
Quarterly
Annually

How frequently you expect to be paid.

Contact Information

Contact Name *

First

Last

Contact Email *

Contact Phone *

Reference

Reference Name

First

Last

Reference Email

Reference Phone

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- Step 1 of 3

Your time is valuable, so this should only take 2 minutes to complete!

This survey is designed to understand your commercial investment goals and provide you with tailored market updates and property advisories.

What is your primary investment goal for commercial real estate? *

Generate passive income
Achieve capital appreciation
Hedge against inflation
A combination of the above

Which property type are you most interested in? *

Other

What is your typical investment horizon for commercial properties? *

What is your preferred investment risk profile? *

What are your biggest challenges in today's commercial real estate market? (Select all that apply) *

Identifying high-quality properties
Understanding current market trends
Securing financing
Negotiating favorable terms

Would you be interested in receiving periodic market updates and property advisories tailored to your investment goals? *

Yes
No (Thank you for your time!)

Contact Info (Optional)

By providing your contact information, you'll be subscribed to receive select, valuable market insights and property advisories.

Name

First

Last

Your Experience *

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

Overall, how would you rate your experience with us?

How can we improve? *

We're sorry you did not have a good experience. Please let us know how we can do better.

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- Step 1 of 5

CC Framework

This is a form that helps agents communicate better with commercial tenants, owners and investors. Using this questionaire we can create a succinct, powerful framework allowing eXp Commercial agents to communicate effecitvely and professionally.

Email *

Client Asset Area

In your experience, what are the most common pain points or challenges clients face when navigating commercial real estate transactions? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
Strongly DisagreeItem #1 Strongly Disagree	DisagreeItem #1 Disagree	NeutralItem #1 Neutral	AgreeItem #1 Agree	Strongly AgreeItem #1 Strongly Agree

How do you approach the initial client meeting to effectively uncover their specific needs and goals? *

This was a useful question. *

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Strongly DisagreeItem #1 Strongly Disagree	DisagreeItem #1 Disagree	NeutralItem #1 Neutral	AgreeItem #1 Agree	Strongly AgreeItem #1 Strongly Agree

Can you share an example of a question you use to delve deeper into a client's needs beyond the surface level? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
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When working with a new client, how do you tailor your communication style to ensure they feel comfortable and understood? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
Strongly DisagreeItem #1 Strongly Disagree	DisagreeItem #1 Disagree	NeutralItem #1 Neutral	AgreeItem #1 Agree	Strongly AgreeItem #1 Strongly Agree

What strategies do you use to ensure complex commercial real estate concepts are clearly communicated to clients? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
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Can you share an example of a time you had to explain a challenging aspect of the deal in a way the client readily grasped? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
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How do you create a space where clients feel heard and valued throughout the transaction process? *

This was a useful question. *

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What are some techniques you use to actively listen and ensure you're on the same page as your client? *

This was a useful question. *

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Can you share an example of a situation where active listening helped you overcome a potential client concern? *

This was a useful question. *

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How do you set realistic expectations for clients regarding timelines, costs, and potential hurdles in a commercial transaction? *

This was a useful question. *

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What are some communication strategies you use to ensure clients are kept informed and involved throughout the process, avoiding any surprises? *

This was a useful question. *

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Can you share an example of a time you had to manage a client's expectations during a challenging deal? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
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In your experience, what are the key aspects of communication that build trust and establish you as a valuable advocate for your clients? *

This was a useful question. *

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How do you ensure clients feel confident in your expertise and judgment throughout the negotiation process? *

This was a useful question. *

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Can you share an example of a time where your communication style helped you secure a win-win situation for both the client and the other party? *

This was a useful question. *

Strongly Disagree	Disagree	Neutral	Agree	Strongly Agree
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Provide any questions, which should have been asked or any other comments on this form (optional).

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- Step 1 of 2

Service Provided *

Business Name *

Website / URL

Contact Name *

First

Last

Phone *

Address

Address Line 1

Address Line 2

City

State

Zip Code

Service Area Covered *

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Name *

First

Last

Phone

How can we assist?

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- Step 1 of 9

Name *

First

Last

Email *

Phone

Are you a first-time home buyer, or have you purchased a home before?

First time home buyer
Purchased home before

How did you begin your most recent search for a home?

Searched the internet
Drove through neighborhoods looking for home sales
Contacted real estate agent
Attended open house event
Searched magazines
Searched newspapers

Which sources of information did you use during your most recent search for a home?

Internet
Newspapers
Magazines
Open houses
Real estate agents
Yard signs

Which of the following internet websites did you find most helpful during your most recent search for a home?

Realtor.com
Real estate companies' websites
Social networking websites
Zillow
Redfin
Other

Where did you find the home you most recently viewed?

Newspaper
Open house
Internet
Magazine
Real estate agent
Yard sign

If other, please specify

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Ready to Sell Your Commercial Real Estate

Tell us about your property and we will call to discuss your needs in more detail.

Name *

First

Last

Property Address

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Best Date / Time For Contact *

Date

Time

Seller's Notes

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Category: Business Exit Strategies

A 5-Step Guide to Maximizing Value