Services

Bishop & Company’s Services

Sell-Side Advisory Services

Sell-Side Intermediary Services

Buy-Side Advisory Services

M&A Quarterback

Brochure

Sell-Side Advisory Services

Strategic Planning. We help you determine whether you should sell your company or pursue another option. If you decide to sell, we help you determine when to sell.
Valuation. Prior to any sale, we assess your business and determine the most likely selling price. We analyze the business through the eyes of the most likely buyer and recommend a deal structure to give you the highest price while simultaneously providing the buyer with adequate return on investment and cash flow.
Tax Minimization Strategies. We estimate the likely tax liability and recommend strategies for minimizing tax.
Price Maximization Strategies. We assess the investment considerations from a buyer’s perspective and recommend action steps to make your business more valuable and attractive to prospective buyers.
Negotiation Strategies. Along with your attorney, we negotiate the transaction and the terms of sale.

Sell-Side Intermediary Services

Prospect Identification. We identify prospective buyers based on your selection criteria and gather information to pre-qualify.
Confidential Information Memorandum. We prepare a Confidential Information Memorandum with narrative and financial information for marketing to prospects.
Buyer Search and Marketing. We contact prospects on a confidential basis and market the business.
Site Visits and Meetings. We host site visits and confidential meetings leading to the letter of intent.
Negotiation Strategies. We negotiate the letter of intent and the price and terms of sale to achieve objectives.

Buy-Side Advisory Services.

Strategic Planning. We help you determine whether you should acquire businesses or grow internally.
Valuation. We analyze the business and recommend a deal structure to generate adequate return on investment and cash flow, with consideration given to the best way to secure outside financing and otherwise capitalize the transaction.
Tax Strategies. We recommend purchase price allocations and other strategies for minimizing tax and improving after-tax cash flow.
Negotiating to Achieve Buyer Objectives. We evaluate the target business based on buyer objectives and assess the prospect for future growth and improvement.

Bishop & Company’s M & A Quarterback
The Ultimate Pre-Game M&A Plan

Have you ever wondered how much you will get when you sell your business or how much you will need to be financially independent?

We’ve helped hundreds of business owners plan and carry out the sale of their businesses. Business owners always struggle with the decision to sell. It is the most important transaction they ever undertake. Yet many owners express regret that they didn’t do more to prepare their businesses and themselves for such an important sale.

Business owners are living longer but retiring earlier. Some find out too late that a sale won’t support the lifestyle they planned for retirement. Faced with a “financial independence gap” they have to either keep working or live on less. The lesson is clear: Although the actual sale may be years away, what you do today will largely determine how you will live tomorrow.

Recognizing the need to manage your largest asset, we’ve developed the M&A Quarterback Program to help you answer three very important questions:

How much will I get for my business?
What will it take for me to be financially independent?
How can I make my business more valuable so that I can quit working or sell within my own timeframe?

Our services include:

Real World Business Valuation (Where Am I Today?) We evaluate your business through the eyes of a buyer so that you will know:

What will a good buyer really pay for my business?
How much will I have to spend or invest after taxes and other expenses?
How can I minimize the tax bite?

Roadmap to Financial Independence (Where Am I Headed?) We analyze your expected sources and uses of funds at retirement so that you will know:

How much do I need to be financially independent?
Will the sale of my business make me financially independent?
How large is my financial independence gap—what I have versus what I need?

Business Value Builder Program (How Do I Get There?) We develop a value-builder program for your business so that you will know:

How do I make my business more valuable?
How do I develop a long-term program to reach my target value?
How do I track my progress and stay on course?

Business owners who have no current plan to sell have told us that they view this as an opportunity to get not only a vivid picture of where they are today but also a concrete, measurable game plan to help them reach their ultimate goal of financial independence. You can use this information to build a 3-5 year plan to enhance the value of your businesses so that you can sell and retire when you are ready.