$25 Million to $100 Million in Annual Revenue & Real Estate
Call or email us for a quote (936) 320-3737 dfisher@fisheradvisorsllc.com
Wells Fargo Online Bill Pay
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$10 Million to $25 Million in Annual Revenue & Real Estate
Call or email us for a quote (936) 320-3737 dfisher@fisheradvisorsllc.com
FISHER Advisors LLC
Business Intermediary & 1031 Excgange
~ OUR PROCESS ~
Phase I
Our initial participation in helping you decide whether to sell or not to sell your business begins with Phase I, establishing a current market value for your enterprise. We offer two options on how best you might want to move forward, either as an Accepted Assignment, or as a non-Accepted Assignment ---there are benefits to both. Under the non-Accepted Assignment scenario, once you hire us to complete a valuation, after we deliver our estimate to you this can be the end of our relationship should you choose not to move forward to Phase II. There would be no other obligations owed of the parties, one-to-the-other. (Detail of services to be rendered here.)
Phase II
Once we reach consensus on value, should you wish to move forward with Phase II as an Accepted Assignment all fees and costs are absorbed by us, however, moving forward as a non-Accepted Assignment, would require payment as per our fees linked below. We begin by presenting you with our standard listing agreement which outlines the specific actions we will perform on your behalf and defines the products that we will deliver such as, Teaser Flyer, Confidential Information Memorandum (CIM), developing an in-house Direct Targeted Marketing List from our database and much more. The agreement will also identify the advisory-services that we will provide such as, strategies, tactics, qualifying buyers, direct phone contact, negotiations, coordination with the selling team i.e., (counsel, Title Co. etc.) up to and including closing the transaction (the “Agreement”). Once the Agreement has been tentatively approved by you, we schedule a short visit and tour of your facility (we do this with every assignment). This allows us an opportunity to meet with you and to hear and learn about your companies culture and see first-hand how your enterprise operates and to better appreciate any unique features of value that should be highlighted, ---this has proven to be invaluable when describing a company to interested buyers. As a non-Accepted Assignment, we reimburse you 100% of the airfare expense for Mr. Fisher and his assistant, concurrent with the execution of our Agreement that is planned to occur at the conclusion of our site-visit.
Confidential Information Memorandum (CIM)
Upon execution of the Agreement and payment of the CIM (non-Accepted Assignment), we begin the full marketing process for Phase II.
Comprehensive Marketing Campaign
After completion of the Teaser Flyer, CIM and Database selection, we begin the Marketing Campaign i.e., direct target-marketing with our Teaser Flyer, NDA's signed, qualifying buyers and negotiations on your behalf etc. A monthly autopayment service fee for non-Accepted Assignments is set up through our Wells Fargo "Secure Pay" portal. Cancellation of our Agreement for non-Approved Properties is available any time (with, or without cause) after the initial 90-days of the Agreement. Upon acceptance of an offer, we proceed toward Closing the Sale!
Closing the Sale
Involves the process of closing the transaction such as, working with opposing counsel, title companies, and if necessary coordination with a 1031 Exchange Intermediary (assistance on exchange property(s) identification and more
†Should you hire Fisher Advisors LLC under our standard 12-month exclusive listing agreement where the business and real estate have an aggregate value greater than $2,000,000 (Accepted Assignment), we will absorb all costs (Phase I through II) incurred in the development of your tailored, comprehensive marketing campaign. There will be no upfront costs, nor retainer obligations charged to you.