Touchstone Advisors is a leading lower middle market M&A advisory firm in the Northeast, specializing in providing sell-side and buy-side representation, business valuations, and investment banking services. They prioritize confidentiality and their client’s unique needs when advising privately held and family-owned companies.

You’ve spent a lifetime creating a thriving business through careful attention, hard work, and dedication; a business that has fulfilled your dreams, supported your family, and contributed to the livelihood of the employees. When you are finally ready to move on to the next phase of your life, you want to sell that business with that same sense of pride, in a manner that maximizes value to both you and the buyer. You need a partner that understands and feels the same way about their business. You need Touchstone Advisors.

Touchstone Advisors have been representing business owners for over 20 years, helping them prepare and position their company for sale. Focusing primarily on privately held and family businesses with revenues between $5 - $50 million in manufacturing, distribution, technology, and business-to-business services, 

Touchstone Advisors applies the same investment banking merger and acquisition model used on Wall Street. Combined with our proprietary Exit Advantage program, we help owners maximize the value they give and receive for their business, find the best buyer, and enjoy the smoothest exit and post-ownership experience possible.

The Exit Advantage program dives deep into owner and business readiness, industry and competitive benchmarking, operational optimization, detailed financial analysis, optimizing for taxes, and assessing operational risk from the buyer’s perspective. More than just brokers, Touchstone Advisors work with the business owner to develop a thorough and comprehensive exit strategy that brings synergistic and strategic buying prospects to the table. 

► If you are a business owner contemplating the sale of your company, either now or in a few years, you owe it to yourself and everyone involved to explore how working with Touchstone Advisors can make an enormous difference when that time comes. 

Contact us today -
860-669-2246
info@touchstoneadvisors.com 
http://touchstoneadvisors.com/

Touchstone Advisors

It is important to understand that a Letter of Intent (LOI) is non-binding as to its deal terms and a buyer can still walk away even after they have reviewed sellers’ sensitive information provided in due diligence. If the buyer is a direct competitor, this can have unintended consequences for the seller, notwithstanding well-drafted non-disclosure agreements with limitations on use of the information. If the process is handled by a professional M&A Advisor representing the seller, it is not unusual to withhold actual customer information until immediately prior to closing. To learn more read our latest article – https://lnkd.in/eJMifXq6 
#sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions‬‬‬‬‬‬‬‬‬‬ #businessowners #mergersandacquistions #exitbusiness #letterofintent

Thank you to all the professionals that worked with me on the Planning Committee of the 13th Annual CT Economic Forum!  It was a great night and couldn’t have happened without these great organizations and sponsors!

The only enforceable piece to the Letter of Intent (LOI) is exclusivity to the buyer you select. So, make sure you pick the party that you have the most confidence in to move forward with you. When a buyer and seller sign a LOI, the buyer is going to spend money hiring accountants, attorneys and other due diligence professionals. The buyer needs to be confident that the seller will not go out and find another buyer in the meantime. To learn more read our latest article – https://lnkd.in/eJMifXq6 
#sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions‬‬‬‬‬‬‬‬‬‬ #businessowners #mergersandacquistions #exitbusiness #letterofintent

A Letter of Intent (LOI) will often include a provision for Net Working Capital Adjustments. Assuming that value is based upon a stream of cash flows, a “normal” level of working capital (that historically facilitated the income streams used to determine value) will be required at closing. Careful attention must be given to how this issue is treated in the LOI because net working capital adjustments can sometimes be used by buyers to effectively re-negotiate the sale price. To learn more read our latest article – https://lnkd.in/eJMifXq6 
#sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions‬‬‬‬‬‬‬‬‬‬ #businessowners #mergersandacquistions #exitbusiness #letterofintent

Can you sell your business when a buyer and a seller cannot agree on a price for the business? In these cases, there may be an Earnout proposed in the Letter of Intent. With an earnout, the buyer is “derisking” their investment by paying some portion of the total price for a period (typically 1-2 years) based on continued performance or growth of the company. This is a very complicated part of a transaction with pros and cons. We have some very specific recommendations for Earnouts. To learn more read our latest article – https://lnkd.in/eJMifXq6 
#sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions‬‬‬‬‬‬‬‬‬‬ #businessowners #mergersandacquistions #exitbusiness #letterofintent

A Letter of Intent (LOI) presents the buyer’s intent to acquire a seller’s business with specific terms and conditions. Considerations regarding your include:   
- Amount of Cash at Close  
- Are You (the Seller) Expected to Provide Financing  
- Escrow Provisions 
To learn more about these and other important LOI considerations, please read our latest article – https://lnkd.in/eJMifXq6 
#sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions‬‬‬‬‬‬‬‬‬‬ #businessowners #mergersandacquistions #exitbusiness #letterofintent

Steve Pappas and Deborah Agrafojo represented Touchstone at the M&A Source Fall Conference in their panel on Decoding the LOI.  Thank you to all who participated!

Here’s MRR by the numbers: The company with little in the way of MRR starts each year at $0 and builds from there; 100% of the sales and marketing effort is aimed at bringing in new revenue. Compare that to the business that begins each year on a secure foundation of MRR business and only needs to employ a modest sales effort aimed at those clients. In our experience, these companies usually grow faster, incurring less sales and marketing expenses and, consequently, drive more profit margin, than companies lacking a recurring revenue component. If you would like to know more about MRR and how it improves the value of your business, read our recent article or contact us. With our M&A experience, Touchstone Advisors can discuss how MRR can substantially increase the value of your business. 
https://lnkd.in/eEb-qNHD 
#sellbusiness #sellyourbusiness #exitstrategies #businessownership #mergers #acquisitions‬‬‬‬‬‬‬‬‬‬ #businessowners #mergersandacquistions #exitbusiness #monthlyrecurringrevenue

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Touchstone Advisors

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