Trusted Advisors
Successful Partnerships
If you have a client interested in buying or selling a business, you may find yourself at a pivotal juncture. You can either offer to take on the transactional process alone, navigating the intricacies of this complex exchange and supporting your client along the way, or, you can choose to work with a top-tier team, collaborating with experts to ensure the best possible outcome for your client. We've developed a portfolio of Qualified Buyers across 18 industries, all of whom have undergone our rigorous vetting process and who are ready, willing and able to buy a business.
At The Firm, our goal isn't to take over your role in this process, but rather to supplement your position, providing a level of expertise and insight designed to make buying or selling a business more efficient, successful and beneficial to all parties involved. When you choose to have your client work with one of our designated Deal Teams, everyone will have a seat at the table. After all, this isn't just about finding a good fit for your client - it's about choosing a brokerage that makes you feel comfortable, included, heard.
You bring your expertise and invaluable client relationship. We'll bring our team of seasoned, successful brokers and our game-changing approach. And together, we'll work as advocates for your client.
We also refer our clients to lawyers, CPA's and bankers on every deal.
In 2018 alone we brokered 49 transactions and with every deal we introduced counsel, advisors and lenders to both buyers and sellers.
Firm University We also take great pride in our Firm University, where we work to educate buyers and sellers.
We want to meet you, so we can refer our clients to you.
Step 1
Initial client meetings. Whether the client is a business owner or someone looking to purchase a business, trusted advisors are welcome to attend this meeting to learn more about our private placement process.
Step 2
Private placement process begins. Buyer review of business information and meetings between the seller and buyer occur. The Contingent Offer to Purchase terms are negotiated and finalized.
Step 3
The Contingent Offer to Purchase is accepted. Due diligence and pre-closing work occurs. Trusted advisors are consulted for legal or accounting advice and banking expertise.
Step 4
Closing and post-closing support.
Learn More Schedule an appointment with our in-house legal counsel to learn more about how our advisory teams could work together for the greater good of your client.
Our Deliverables
When a client chooses The Firm Business Brokerage, our commitment to confidentiality is immediately recognized. Non-disclosure agreements are signed before any information changes hands. Clients trust us not only with financial information, but also information about what makes their business operate successfully. If a client doesn’t feel confident their information is secure, they will not utilize our services. Once that trust is established, we can begin to build an on-going business relationship.
We provide complimentary valuations to any interested business owner, with the goal of providing a better understanding of the financial position of the business. We believe that there is value to educating all business owners so they are empowered to make more informed decisions in the future. There is no further obligation for the business owner once the valuation is created. If the business owner elects to sell the business, our hope is that they will continue to utilize our services.
Each year close to one million businesses transfer ownership. Most of these businesses are small companies established as privately held corporations, limited liability companies, sole-proprietorships and family-owned businesses. Although some clients have previously purchased or sold businesses, the majority have not. Until an individual goes through a buy/sell process, he or she won’t know what to expect or how to proceed. For the selling client, it is essential that a professional, experienced business broker be brought in to provide advice and guidance throughout the process.
For the Seller
· Initial meeting with Seller to gather information
· Preparation of business valuation in 3-5 business days
· Presentation of valuation and associated information to Seller
· Execution of a Listing Agreement
· Screen and qualify prospective buyers
· Confidential placement of the business with qualified buyers
· Enable the offer and negotiation process
· Facilitate due diligence review
· Schedule and coordinate closing activities to achieve transition of the business within 30-45 days of an accepted offer
For the Buyer
· Initial meeting with Buyer to gather information
· Identification and presentation of businesses meeting Buyer criteria
· Facilitate Buyer/Seller meetings
· Enable and facilitate the offer and negotiation process
· Facilitate due diligence review
· Schedule and coordinate closing activities to achieve transition of the business within 30-45 days of an accepted offer
The Firm works closely with a variety of trusted advisors of both the seller and the buyer starting with the initial meeting through the closing. Those advisors traditionally include professionals such as attorneys, accountants and banks, but any advisor is a valued team member. Your clients depend on you for advice, just as they depend on a business broker to guide them through the sale or purchase process.
Trusted Advisors we have recently completed transactions with:
Lenders
First National Bank of Omaha, Jeff Ash
Wells Fargo, Katie Todd
Nebraska Enterprise Fund, Melina Arroyo
Northwest Bank, Brenda Gibson
1st State Bank, Michael Philips
Security 1st Bank, Jennifer Peters
Servis 1st Bank, Clif Tant Jr.
First National Bank, Chad Gonka
1st State Bank, Taina Kelly
First National Bank, Jake Holdenried
Centris Federal Credit Union, OJ Spooner
American National Bank, David Ridder
Core Bank, Kathryn Barker
Mutual Federal First Credit Union, Randy Bauer
US Bank, Jill Flynn
First National Bank, Tom Klein
Access Bank, Mack LaRock
Wells Fargo, Eric Luidahl
Great Southern Bank, Brandi Ballan
Union Bank, TJ Casady
Core Bank, Katey Lenczowski
Security National Bank, Leslie Volk
Great Western Bank, Ryan Meyer (formerly with)
Union Bank, Cassie Kohl
Access Bank, Nate Christ
1st State Bank, Grant Pedersen
Pinnacle Bank, Mike Alford
Northwest Bank, Clay Baker
Middlesex Bank, Maud Dentico
Core Bank, Ron Baumert
1st State of Nebraska, Brandon Lesoing
Wells Fargo, Monald Sharma
Union Bank, Mandy Monson
United Republic, Erol Kinkaid
Great Western Bank, Steve Tooley (formerly with)
CPA's
Hancock & Dana, Leonard Sommer
Cremers CPA, Jeff Cremers
Goracke & Associates, Kevin Goracke
Boone & Associates, Angeal Boone
Watson & Ryan, James Watson
Hancock & Dana, Hugh Hermanek
Frankel Zacharia, Mike Abrahams
Tom R. Larsen CPA, Tom Larsen
Frankel Zacharia, Scott Sorenson
Hocking & Reid, Bruce Hocking
Quinby CPA, Kelly Quinby
Doug Kuhlers
Steve A. Johnson CPA, Steve Johnson
Lutz, Steven Kenney
Goracke & Assoicates, Brian Goracke
Anderson & Schlautman
Bryant, Katt, & Associates, James Oltman
Darrell K. Stock, PC, Darrell Stock
Lutz, Peter Froelicher
Kluge & Wiese, Kam Wiese
SP Group, David Swan
Meyer & Associates
Kuhlman & Kratochvil, Taresa Kratochvil
O’Donnell, Ficenec, Wills & Ferdig, Daniel Dudley
Mierau & Co, Lisa Riley
Lutz, Kristen Curtis
Siem Johnson, Jim Sousley
Foss, Kuiken & Cockran, Craig Foss
O’Donnell, Ficenec, Wills & Ferdig, Greg Harr
Strain Slattery Barkley Company, Bill Strain
Grieb CPA, Dan Grieb
Attorneys
Brown & Brown Law, Tom Brown
Lamson, Dugan & Murray, Dan Waters
Kellogg & Palzer, Jeff Palzer
Brodkey, Peebles, Belmont & Line, Bruce Brodkey
Smith, Gardner, & Slusky, Shaun James
Abrahams, Kaslow, & Cassman, Jennifer Rattner
Ruge Law, Doug Ruge
Ellick, Jones, Buelt, Blazek, & Longo, Dan Rock
Harris Kuhn, Chris Blunk
Kutak Rock, Margot Wickman
Steier Law, David Steier
Rembolt & Ludtke, Mark Fahleson
Walentine, O'Toole, McQuillan, & Gordon, Andrew Biehl
Pansing Hogan Ernst & Bachman, Matt Payne
Keating, O'Gara, Nedved & Peter, Joel Bacon
Saathoff Law Group, Matt Saathoff
Carlson & Burnett, Jack Horgan
Carlson & Burnett, Doug Lederer
Whitmore Law, Tom Whitmore
Watson & Ryan, James Watson
Koley Jessen, Marlon Lofgren
Harding & Shultz, David Rasmussen
Gross & Welch, William Lindsay
Brodkey, Peebles, Belmont & Line, Tosha Heavican
Carlson Burnett, Niel Nielsen
Steier & Prchal, Barb Medbery
Locher Pavelka Dostal Braddy & Hammes, Kevin Dostal
John L. Koenig Law, John Koenig
Darrell K. Stock, PC, Darrell Stock
Pansing Hogan Ernst & Bachman, Ben Pick
Croker, Huck, Kasher, & Dewitt, Steve Ranum
McGrath North, Tom Worthington
Koley Jessen, Zachary Rupiper
Sutter Law, Rachel Fischbein
Pansing Hogan Ernst & Bachman, Pat Flood
Fraser Stryker, Dan Guinan
Leininger, Smith, Johnson, Baack, Plazcek, & Allen, Bruce Smith
Welch Law Firm, Ryan Scott
Mattson Ricketts, Randy Petersen
Erftmier Law, Don Erftmier
Forchelli Law, Mary Mongioi, Daniel Dornfeld, & Robert Groman
Woods Fuller, Carey Miller
Georgia General Counsel, Patrick Connolly
Tessendorf & Tessendorf, Ryan Tessendorf
Wilson Worley, Bob Arrington
Schwartzkopf Schroff & Tricker, Christie Schwartzkopf- Schroff
McCarthy & Moore, Michael McCarthy
