Sell-Side Advisory
How do I sell my business?
In our experience, the most successful business transactions have three key elements:
That is why we follow a specific process that begins with thorough pre-sale planning. During the pre-sale planning, we focus on understanding our client’s motivations, goals, and objectives. Next, we focus on understanding the individual characteristics of the business. We strive to uncover areas of strength and opportunities for growth in an effort to properly stage the business in our confidential marketing materials.
The momentum created from proper preparation is essential during the third phase, buyer identification. Our goal is to uncover the greatest number of qualified, interested buyers in the shortest amount of time. The strong buyer pool creates competition and allows us to leverage the buyers against one another. This is why we do not set an asking price on our business listings. We build a marketplace and allow it to dictate the purchase price, often above what a traditional valuation would indicate. Buyer identification is where Calder truly stands alone. The process of disseminating confidential information and professionally following up with buyers has traditionally been (and is for most firms) a very manual, labor-intensive process subject to errors, lack of oversight, and mismanagement. The following is part of Calder’s magic, which has led to us becoming a top-closing firm nationally, that consistently breaks our own closing records.
How is Calder Different?
Compare Calder Capital with Traditional Sell-Side Firms
![]() | TRADITIONAL M&A ADVISORY FIRMS | |
FOCUS | 100% transition focused. Success is fully reliant upon Calder’s ability to close deals | Adjacent service offerings are often developed due to the inability to consistently close transactions |
RESULTS | 150+ transactions closed in the past 3 years | On average 3-5 deals closed per year |
DATABASE | 350,000+ buyer database built and nurtured over 10+ years | Utilize existing personal network, often with no formalized database |
MARKETING | All valuation and marketing materials created by in-house staff | Frequent use of outsourcing, typically leading to an inferior end product |
BUYER OUTREACH AND FOLLOW-UP | Automated communications (email/text/voicemail) allows Calder Advisors to focus on the top 5% of serious buyers | Manual follow-up wastes 95% of advisors’ time talking with unserious buyers |
CONFIDENTIALILTY | Fully automated / Centralized process ensures NDAs are properly executed and stored | Manual / Often unorganized process can lead to buyers receiving materials without properly executed NDAs |
INFRASTRUCTURE | Automated CRM, experienced advisors, and targeted process specifically-focused on bringing sellers the market | No proven CRM software or developed sourcing campaign and process |
COMMITMENT | Day-to-day engagement structure aligns our clients and Calder’s interest in quickly generating results | Long-term contracts with high up-front retainers discourage momentum and lock up sellers |