8/7/2019 Rich and Co. M and A Services Brief

1/1

Growth

Rich and Co. M&A Services

We independently represent both sellers and buyers. All work is strictly confidential.Advantages of Our Approach

Confidentiality

Independent counsel and proprietary data/information

National network of contacts as trusted advisor Efficiency, increased speed of transaction(s)

For SellersWe operate as business brokers which include the following services:

Offering Development We help you pull together a compelling and accurate descriptionof your business and its potential along with identifying appropriate and optimal buyersand partners.

Marketing We independently and confidentiality represent your business to potentialbuyers and partners. You can market your firm without having ti known by employees,clients, competitors or predatory buyers.

Due Diligence and Qualification of Buyers Before you meet any buyer, or the buyerknows of your opportunity, we audit the strengths and weaknesses of the buyerscapabilities and the seriousness and fit of their interest.

Introductions and Negotiations Management We initiate contact and act as go-between between parties, as needed. As an independent third party, we are often ableto speed negotiations and help uncover critical issues.

Transaction Closing We provide support and resources as needed.

For BuyersWe act as buyers agents to identify appropriate opportunities for acquisition. Our servicesinclude:

Presentation Development The buyers market is hyper-competitive and gettingmore so as more acquirers enter the retirement market.

Marketing Acting as your independent agent we identify and approach likelyseller candidates that fit your ideal acquisition target profile. Initial Contact and Due Diligence We undertake initial information collectionand financials analysis Introductions and Negotiations Support We initiate contact and act as go-between between parties, as needed. As an independent third party, we are often ableto speed negotiations and help uncover critical issues.

Transaction Closing We provide support and resources as needed.

Your InvestmentThere are two components:

- Time and Expense Charged on an hourly basis, we bill directly for the legworkneeded to get activity. This also covers our T&E should a final transaction not be donewith us.

- Transaction Success Fee This is the standard business broker fee based on traditionalfee schedules.

Rich and Co. Chicago 312-726-0647 richandco@richandco.comCopyright: Rich and Co. All rights reserved

Page 1 of 1