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Business Team

Solutions for You

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Tailored Solutions for Every Need

Buy & Build Advisors is your one-stop shop when it comes to small and middle market mergers & acquisitions advisory services. Below is a partial listing of the numerous services we provide. Schedule a call with us to discuss your particular situation & allow us to craft a customized solution to fit your needs!

Deal Identification & Offer

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Business Entities/Contracts

  • Holding Company Structure

    • 1 Hour Consultation

    • Set Up Holding Co

  • LOI Drafting/Negotiation

    • 4 Hours

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Finance

  • Prospective Deal Reviews

  • Review CIM, Financials, One-Sheet

  • 30 Minute structuring consultation

  • Prepare detail offer model/deal structure

    • 2 per month

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Leadership & Development

  • Individual/Spouse/Family Alignment/Goals Workshop

  • Accelerator U (12 months)

    • Weekly cohort accountability calls (30 Minutes)

    • Quarterly Planning Workshop

  • 30x Life/Wealth/Business

Acquisition Negotiation

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Business Entities/Contracts

  • Purchase Agreement Drafting/Negotiation

  • Purchase Vehicle (Entity) Formation/ Structure

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Finance

  • See below at "Capital Sourcing"

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Leadership & Development

  • 2-Day in-person Business Plan Workshop

    • ​Up to 3 Team Members

    • Final Product is a complete 5-year Business Plan for the acquisition target

  • Marketing Strategy Session and Marketing Growth Accelerator Plan

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Capital Sourcing:
Done WITH You

  • Debt

    • Deal Memo/1 Pager

    • Identify 25 potential lenders

    • Draft email

    • Scripts for lender calls

    • Prepare full financial package/forecasts

    • Prepare Term sheet comparison

    • Review/Provide comments to loan docs

  • Equity

    • Training on types of capital raises/registration requirements

    • Assist in SEC/State filings if required

    • 2 Hours consultation on deal structure

    • Identification of target list of investors

    • Draft term sheet, Pitch Deck, email/phone campaign & scripts for potential investor outreach

    • Entity creation, preparation and negotiation of subscription documents, shareholder/member agreements.

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Capital Sourcing:

Done FOR You

  • Debt

    • Deal Memo/1 Pager

    • Identify 25 potential lenders

    • Draft and Send Teaser Email

    • Conduct Lender calls

    • Prepare full financial package/forecasts

    • Prepare Term sheet comparison

    • Review/Negotiate loan docs

  • Equity

    • Ask us about customized solutions!

Acquisition Due Diligence

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Business Entities/Contracts

  • Entity Structure/Status/Documentation

  • Material Contract/Lease Review

  • Employment/Independent Contractor

  • Benefits

  • Insurance

  • Permits/Licenses/Compliance

  • Related Party Transactions

  • Coordination with Financial Due Diligence

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Finance

  • Management Financial Reports

  • Revenue

  • Expense

  • Cash Flow Modeling

  • Balance Sheet (AR/Inventory/AP/Fixed Assets/etc)

  • Tax Compliance (Income, payroll, sales, property, other)

  • Internal controls/accounting policies & procedures

  • Bank Reconciliation

  • Coordination with Legal Due Diligence Team

Closing & 90 Day Launch

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Finance

  • Purchase Agreement Drafting/Negotiation

  • Initial Structure of Financial Books & Records

  • Preparation of the Initial 13-week Cash Flow Model

  • Financial System and Records Handover Guidance

  • Monthly: 5 Hours Bookkeeping and Month End Close

  • Done for you

  • Quarterly Financial, KPI Review & Tax Strategy Opportunities

  • 2 Hours Quarterly

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Leadership & Development

  • Team WHY.os and DISC training & Alignment for up to 10 People

  • Organizational Structure and Systems Review

  • Weekly 1-2-1 Coaching with Owner or Management Team

  • Quarterly Planning Workshop

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Marketing

  • Comprehensive Marketing Plan

  • SEO

  • Creative for Social Media

  • Google Adwords and Facebook Sponsored Ads

Shaping the Future through Unparalleled Solutions

At Buy & Build Advisors, we strive to deliver ongoing services that drive growth, innovation, and value to our clients. Our dedicated team continues to provide comprehensive support across various aspects of your business. From strategic planning and market research to operational optimization and talent management, we are committed to leveraging our expertise to help you achieve your goals. We understand that sustained success requires constant adaptation, and we are here to guide you through every step of the journey. With our unwavering commitment to excellence and a customer-centric approach, we are confident in our ability to deliver ongoing services that contribute to your long-term success.

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