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WE UNLOCK VALUE FOR OUR CLIENTS!

WE UNLOCK VALUE FOR OUR CLIENTS!. www.capitalbbw.com. What is Capital Business Solutions?. Boutique M&A Advisory / Business Brokerage (BB) Services firm for twenty years M&A and BB are different - Size and Approach to the Market $100’s of millions in transactions

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WE UNLOCK VALUE FOR OUR CLIENTS!

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  1. WE UNLOCK VALUE FOR OUR CLIENTS! 954-596-8060 www.capitalbbw.com

  2. What is Capital Business Solutions? • Boutique M&A Advisory / Business Brokerage (BB) Services firm for twenty years • M&A and BB are different - Size and Approach to the Market • $100’s of millions in transactions • CBS is in eight states and Spain • Valuation, Succession Planning and Results are how we build relationships WE HAVE THE EXPERIENCE!

  3. CBS is Full Service • Business Consulting and Succession Planning • Franchise Development and Sales • Business Valuations and Equipment Appraisals • Business Sales and Acquisitions STRATEGIC ALLIANCES  Immigration & Business Transaction Attorneys • Commercial Insurance Agents • Lenders and Real Estate Appraisers • Collection Agencies • Payroll Services / Employee Benefits providers • …CPAs and many more

  4. Allow us to Introduce Ourselves CEO & FOUNDER - Roberta Caputo. Licensed Broker (Alabama, Florida & Kentucky)CBB (Certified Business Broker)CMEA (Certified Machinery and Equipment Appraiser)CSBA (Certified Senior Business Analyst) Twelve Years an Executive of the Business Brokers of FloridaWinner of Multiple Performance AwardsAuthor & Material Expert for Kaplan University - Thirty Hour Training Series for Business Brokerage - Three Part Training Series for Succession Planning Member of: APMAA (Association of Professional Merger and Acquisition Advisors), IBBA (International Business Brokers Association),BBF (Business Brokers of Florida), Business Advisory Council, Society of Business Analyst

  5. Allow us to Introduce Ourselves VP - Dale Shepherd Certified Business Intermediary (500 in the world) , Thirty Plus Years at the C-Level – CEO, President, COO & CFO. General Electric, Kawasaki Steel, Rogers Corp (NYSE) and othersAcquisitions work in the Corporate World from $7.00 to $2.3 Billion Took a start-up Biomass Company Public via IPO in 2012 Turnaround Consulting, International Business Development Member of: International Business Brokers Assn., Association of Merger & Acquisition Advisors, Alliance of M&A Advisors, International Franchise Professionals Group, Franchise Brokers Association

  6. WHY BE PREPARED TO SELL A BUSINESS? • Retirement / Semi-Retirement  Health Issues or Death • Divorce / Partner Disputes • Business Outgrows the Owner’s Capabilities • Second Generation has no Interest • Personal Diversification • Burn-Out IF ONE FAILS TO PLAN, THEY PLAN TO FAIL!

  7. HOW DOES ONE PREPARE? • Quality Financial Statements  Written Operating Procedures • Formalize Vendor / Customer Relationships • Create Value-Added Staff Positions • Maintain the Facility / Website / Appearances • Develop Five-Year Plan, minimally cover how to grow, future capital and personnel needs and a look at the competitive marketplace. Quality Data create Value!!

  8. We use a Five Point Valuation Process. Each Valuation is measured against: Comparable Sales & Confidential Data Bases UNDERSTAND THE IMPACT OF DECISIONS ON VALUE! PERIODIC VALUATIONS

  9. Communication Competitors Confidentiality Deal Structure Difficult Buyer Documentation Emotion Employees Experience Financing Marketing Negotiations Timing Valuation Vendors Do they want to run the business or sell it? THEY CAN’T DO BOTH!!! Seller Difficulties When trying to sell their own Business…

  10. Why Buy A Business? The majority of transactions fit into four categories: • BUSINESS EXPANSION -STRATEGIC PURCHASER • DIVERSIFICATION -CORPORATE BUYER • WEALTH CREATION -FINANCIAL BUYER • BOLT-ON ACQUISITIONS -INDUSTRY PURCHASER WE KNOW THE DRIVERS FOR EACH!

  11. BUYER OPPORTUNITIES Why Do High Wealth Individuals Buy a Business? • PRODUCT, SERVICE OR GEOGRAPHICAL EXPANSION • ASSET DIVERSIFICATION • RETIREMENT ISN’T ALL THAT IT IS CRACKED UP TO BE • BUSINESS FOR LIFE PARTNER OR CHILD

  12. The Many Steps

  13. Let us help your clients unlock value. Thank You!

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