merit investment bank grey opt2

Sell A Business

A Trusted Team That Gets Deals Done

Become an ACTIVE SELLER, rather than simply waiting to be bought.

SELL-SIDE M&A SERVICES FROM Merit Investment Bank

Sell your business and achieve your strategic and financial goals.

We will guide you through the complexities of selling a business and deploy proven processes to deliver results unmatched by others.
Minimize business disruption, maintain confidentiality, control the outcome, optimize deal price and terms, and create certainty by hiring skilled dealmakers. We have the relationships and expertise to engage the right buyers and ensure a successful outcome.

SELL YOUR BUSINESS AND ACHIEVE YOUR STRATEGIC AND FINANCIAL GOALS
Merit Investment Bank’s expertise and operating philosophies enable you to:
  • Stand out in a competitive and crowded market.
  • Drive demand and competitive bidding.
  • Command attention as an active seller.
  • Select the buyer that is best for your objectives.

Sell Your Business at Its Peak Potential

We complete transactions that maximize your value, minimize your risks, and yield the best results possible.
  • Here’s how:
  • NStep 1:
  • Conduct in-depth, on-site discovery to gather intimate insights into your business and identify your core drivers.
  • NStep 2:
  • Create a strategic positioning statement that results in the highest valuation of your business.
  • NStep 3:
  • Launch a rigorous marketing campaign highlighting the compelling vision of your value.
  • NStep 4:
  • Communicate and collaborate with your attorneys and accountants to facilitate an effective closing.
  • NStep 5:
  • Craft the right story for the right audience and attract the best possible buyers.
  • NStep 6:
  • MANAGE DUE DILIGENCE TO MAINTAIN DEAL MOMENTUM THROUGH CLOSING.
  • NStep 7:
  • FACILITATE A SMOOTH EXIT PROCESS THAT MAXIMIZES THE LIQUIDITY YOU NEED TO ENJOY THE NEXT CHAPTER OF YOUR LIFE.

Why Sell Your Business with Merit Investment Bank?

  • We are a client-focused investment bank of empathetic entrepreneurs and skilled dealmakers. We are experts in our verticals who take the time to get to know you and your objectives and are advisors you can trust to communicate your story in a compelling fashion.
  • We identify the factors that create exit velocity to attract a premium value.
Achieve Global Reach
  • Merit Investment Bank is a proud partner of CDI Global. Our international partnership provides us the global reach required to attract international buyers.

What our clients are saying

Meet Our Clients

Jeff Rubenstein

"The team at Merit Investment Bank works hard and puts in a lot of time and energy. And because of that, they're talking to people with a lot more sincerity than just putting out a deck. They went deeper and not only understood our strategy, but they understood how to pitch the right strategy to the folks on the other end of the transaction. They explained our business so a potential suitor understood how it could be integrated into their business.

Merit Investment Bank thought of a more strategic transaction and they built a better story. It's what's created more offers and what made the offers higher."

Tom Fleck

"Merit Investment Bank not only did everything they promised, they provided significant strategic guidance required to help us navigate the path of getting this transaction across the finish line. Their patience, tenacity, and professionalism when things got tough was the difference in completing this transaction for us."

Chris Noorda

“I greatly appreciated Merit Investment Bank’s expertise and guidance throughout this process and appreciated, even more, their attention to the intangible things that were important to me and my company beyond just getting a deal done.”

Marco Allegretti

“I enjoyed working with Merit Investment Bank—they made an enormous contribution in such a complex but successful transaction. I would be happy for the chance to give a reference in the future for what a great job they did!”

Bill Adams

"I wanted to work with an Investment Banking firm that was going to be able to understand our business, get to know me and my team, and then not only help us secure the investor, but help us find the right investor because they understood what we really needed. We got that and more with Merit Investment Bank. Their strategic guidance, patience, and diligence were critical in getting this transaction finished, and was the difference maker in this process.”

Howard Perea

"We are thrilled with the outcome Merit Investment Bank delivered for our family through the sale of the business. With their guidance, we were able to unlock significant shareholder liquidity while positioning the employees of the company for continued success within a growing platform.

D. Roberts

"We hired Merit Investment Bank over other investment bankers because of the responsiveness to our questions, aggressive approach to winning, persistence in following-up, and the many creative ideas the team presented. Merit Investment Bank added significant value beyond just running a process."

Dave Carr

"Unlike many investment banks I've worked with during my career, Merit Investment Bank was attentive at all stages of our transaction, which really made a difference in achieving a great outcome."

Mike Olson

“Through the broad auction, Merit Investment Bank got us another 75% above the offers that originally came in. We still have a piece of the company and I’m still able to run it. I feel good that our key employees are going to be secure in the future. It’s a win-win for everybody.”

Keith Jackson

"The team at Merit Investment Bank have provided invaluable assistance in stabilizing and growing my company. They’ve helped with both short-term challenges and long-term planning. Their experience running multiple businesses like mine and vast network of contacts have brought value to my company and to me personally. If you want help taking your business to the next level, I highly recommend Merit Investment Bank."

Carl Peterson

"As a business/transactional attorney, I have had the opportunity to work with many investment bankers in the M&A arena. The Merit Investment Bank team is, without question, the best in the local middle-market space. They make clients feel comfortable by both listening to and provide thoughtful advice for legal counsel. Most importantly, they are able to negotiate a great deal.

Quite refreshingly, Merit Investment Bank puts the needs of the client above closing a deal – something very rare in the M&A world. I give my highest possible recommendation to the Merit Investment Bank team."

Gary Goeldner

"The Merit Investment Bank team has provided my company with professionalism and valuable counsel on multiple transactions. They listened to our needs, and as business operators themselves, they understood the opportunities open to us and the challenges we faced to grow. They fought hard for us at every stage. We would absolutely look to them for our future investment banking needs."

Walt Maas,

“The Merit Investment Bank team has extensive M&A and capital-raising experience in the middle market, both as investment bankers and entrepreneurs. They are great to have on an engagement team and are committed to helping clients succeed, whether buying or selling a business or sourcing capital to scale a growing business.”

6
7
How do I determine the value of my business before selling it?
Determining the value of your business is a crucial step in the selling process. There are several methods to assess a business's worth, such as the asset-based approach, market comparison, or the income-based approach. Consulting with a business appraiser or a professional business broker can provide you with an accurate valuation based on your business's financial performance, assets, market conditions, and industry trends.
6
7
What steps should I take to prepare my business for sale?
Preparing your business for sale involves several important steps. Firstly, organize your financial records and ensure they are up-to-date and accurate. Identify and address any operational or financial issues that might negatively impact the sale. Consider making necessary improvements to boost the business's value, such as enhancing customer relationships, updating equipment, or expanding product lines. Also, draft a comprehensive and appealing business prospectus highlighting the company's strengths, growth potential, and key assets.
6
7
What options do I have for selling my business?
There are various options for selling a business, each with its advantages and considerations. You can choose to sell your business through a private sale, directly to a buyer or an investor. Alternatively, you may engage the services of a business broker who can help you find potential buyers and manage the negotiation process. Additionally, you can consider selling a portion of your business through equity investment or merging with another company to form a partnership or acquisition. It's essential to carefully evaluate the options and select the one that aligns with your goals and the best interests of your business.
;