Buyer’s Choice Program
Finding the Right Business for You
Redwood Advisors helps buyers proactively identify, evaluate and acquire privately held businesses. Our off-market search program is designed to uncover opportunities that are not publicly listed, giving you access to a larger pool of potential acquisitions.
Step 1: Define Your Search Criteria
We work with you to determine:
- Preferred industries
- Desired revenue and profitability levels
- Geographic preferences
- Management and operational requirements
- Acquisition budget and goals
Step 2: Identify Potential Opportunities
Using proprietary databases and market research, we create a targeted list of businesses that match your acquisition criteria.
Step 3: Confidential Outreach
Our team contacts business owners directly through a strategic marketing campaign. All communications are handled professionally and confidentially to gauge interest from potential sellers.
Step 4: Screen and Qualify Prospects
Interested business owners are evaluated based on:
- Industry fit
- Company size
- Revenue and profitability
- Growth potential
- Alignment with your acquisition goals
Step 5: Introductions and Initial Meetings
We coordinate introductory calls, meetings, and site visits between buyers and sellers. Confidentiality agreements are secured when appropriate.
Step 6: Discovery and Evaluation
As opportunities progress, we help gather information including:
- Financial statements
- Operational details
- Business history
- Growth opportunities
- Alignment with your acquisition goals
This allows you to make informed decisions before moving forward.
Step 7: Negotiation and Offer
Our team assists with:
- Business valuations
- Offer preparation
- Purchase price negotiations
- Deal structure and terms
We serve as an experienced intermediary throughout the process.
Step 8: Due Diligence and Closing
Once an agreement is reached, we help coordinate the due diligence process and facilitate the closing, working with attorneys, accountants, lenders and other professionals as needed.
What’s Included:
- Dedicated acquisition search campaign
- Direct outreach to business owners
- Prospect qualification
- Meeting coordination
- NDA management
- Deal analysis and valuation support
- Lead and assist in negotiations
- Transaction coordination through closing
Our Goal
To help you confidentially identify, evaluate, negotiate and successfully acquire the right business saving you time and money while minimizing risk throughout the process.
