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Brand
New -- Eight Components
Business
Acquisition System Plus
1
Business
Acquisition Software -- "DealMaker 4.0"
2
The Book -- "Buying a Business
Made Easier"
3
IRS
Field
Agent Audit Guide by Industry
4
IRS Tax Return Data by
Industry
5
Forms, Checklists and Contracts
6
SBA Loan Proposal Generator
7
Business Valuation Software -- "EZbizPRICER 2.0
8
The Book -- "In & Out of Business. . . Happily"
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IRS
Agent's Audit Guide
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SBA
Loan Proposal
Generator
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Entire System is
Based Upon Experience Gained in the
Successful Valuation
and Sale of More than 2,000 Businesses! |
Forms, Contracts, Checklists
Special Contingencies and Language
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IRS
Tax Return
Data by
Industry |
If you have been trying to buy a business for some time you will fully
appreciate the value of this unique combination of Books and Software. You
know from your experiences so far that buying a business, the right business, is
not easy. In fact you probably will agree that buying a business is one of
the more difficult tasks you have undertaken. That is why we produced
Business Acquisition System
Plus . To make
sure the system would benefit the most people we made it so it could be used by non-financial entrepreneurs and financial
professionals alike.
A Quick Overview of the Contents:
- DealMaker 4.0 - Comprehensive Business Analyzer and Financial Audit
Software
- IRS statistical and operating data/ratios as compiled
from actual tax returns by Industry
- Actual IRS Field Agent Audit Guide and Investigation Directives
for architects to veterinarians
- Forms, Letters, Checklists, Sample Contingencies, Data Gathering Tools Package
- Loan Proposal
Generator and "Best Lender Identification"
- EZbizVALU 2.0 - Business Valuation and Transaction Structuring Software
- "Buying a Business
Made Easier" The
book walks you through the business buying process one step at a time.
Case study examples drawn from actual sales experiences illustrate every major
point.
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"In
& Out Of Business. . . Happily" The previously unwritten
rules for valuing, buying or selling a private company
Investigate and Audit your target business using
IRS techniques and information
The DealMaker 4.0 software consists of several interactive components that
cover the entire acquisition process from start to finish. Applying the "Insider Information" this package provides can
save you thousands of dollars in legal and accounting fees plus save you
hundreds of hours reviewing inappropriate businesses or companies that were not right for you. The Business Acquisition System is designed to simplify and make safe the
"need not be complex" process of buying a business.
Truly the
ONLY resource of its
kind!
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Part
1
- "Business Analyzer":
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Business Analyzer and
Business Acquisition Due Diligence Software |
Simply enter one to five years of financial data from accounting statements or
tax returns, answer a few questions regarding the business, make a few decisions
- press a key and PRESTO! The program has calculated:
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The Real Profits of any business (special section for use with Cash
Businesses)! DealMaker 4.0 has a unique ability to show you the real
profits of any business - even Cash Businesses
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A Fair Price and Terms for the
business - You can perform countless "What if" scenarios and
calculate scores of possible transaction structures quickly and easily to
determine a Fair Price
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Fairness Test and Justification of Purchase Price
Calculations - Make sure the business can afford the price, and that
your Rate of Return is commensurate with the risk involved - this is a
double check on whether or not the price is fair.
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Determine the real profits of any business,
especially cash businesses, using audit techniques employed by the IRS and savvy
business buyers
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Pro-forma projections of profitability under your
management - Easy and straightforward calculation that employ the scores
of historic operating ratios generated by the program.
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Cash Flows and working capital
requirements - Make sure you will have adequate reserves and money to grow
your new business
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Comprehensive Ratio Analysis
with explanations - Scores of ratios are calculated by DealMaker
4.0
along with
an explanation of what each ratio means, why it is important and how it is
calculated
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DealMaker 4.0 will generate Comparative Income Statements and Balance Sheets
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Risk Analysis Reviewer ~ Checks out
factors other than "the numbers"
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Graphs to visually view key factors
DealMaker 4.0
helps you analyze counter offers for fairness
and "get back to the table" with a proposal you can
defend quickly and confidently.
Hard Copy Sample included for reference
"The
right tools can make you an expert"
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IRS
Tax Return
Data by
Industry |
Part 2 - IRS Tax Return Data by
Industry |
Who would have believed you would have
direct access to Internal Revenue Service information directly from your
computer and the DealMaker 4.0 CD-ROM. The financial data collected from
tax returns filed with the IRS is compiled in spreadsheet format by Industry, Business Form, and other criteria.
We have made
it easy for you to use
the data to justify/ratify your assumptions and compare your target business
to other businesses of the same size within the
same industry. For example, you might want to use this data to ratify
that the Gross Profit percentage you expect to maintain is realistic and
attainable. This would be especially helpful in adding credibility to your
projections and increasing a lender's confidence.
Compare:
- Gross Profit -
Net Expenses -
Recast Income and Profitability - Rents - Labor Costs
Real
Profitability of one Industry with Another and more.
Thanks to CDROM technology, the
copious amount of IRS data is readily available to you as dynamic information.
You can forget about the tedious data input that is required with static
information found in books, articles and reports. DealMaker 4.0 has
organized the data on CD-ROM - ready for you to use and analyze as you wish.
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Part 3 - IRS
Field
Agent Audit Guide by Industry |
In addition to the IRS financial
data the DealMaker 4.0 CD-ROM contains the IRS's internal Audit and
Investigation Guides for businesses from Architect to Veterinarian.
Thanks again to CD-ROM technology, the vast amount of information involved is
readily available for download to your printer or for on screen review by industry .
Each Audit Guide provides an overview of the industry under
review to familiarize the you with industry lingo, practices and then outlines just
what questions should be asked, what documents should be reviewed etc.
Actually the IRS agent's Audit is essentially the same as the Due Diligence
Review one
should conduct before acquiring any business.
Now you can have the
same
Audit and
Investigation Tools the IRS uses
We can
keep the cost to you very low by providing the data on the DealMaker's CD-ROM rather
than in a telephone book size document.
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Forms, Contracts, Checklists
Special Contingencies and Language |
Part 4 - Forms, Checklists and Contracts |
All the documents required to buy a business safely ~ Forms, Letters, Contracts
and Checklists all ready to be used as is or customized by you. All documents have been field tested in
several thousand negotiations. All documents
are designed to protect you fully during and after negotiations
are completed.
Forms, checklists, letters of
understanding and the like are considered mundane by many. We can assure
you they are vitally important in many subtle and not so subtle ways. In
the interest of brevity, consider the possible cost of an oversight caused by
the lack of a comprehensive Due Diligence Checklist. How will you be
assured all bills are paid when you take possession?
What protection will you have should unpaid bills arise after the sale? The
"mundane" Forms, Checklists and Contracts Section of DealMaker 4.0
addresses these and many other issues automatically.
Some of the
forms and checklists:
- Preliminary Checklist to assist in clearly defining the
business that will be right for you. This checklist alone can save you from spending
countless hours and thousands of dollars as you search for the "Right Business."
- Business Profile data gathering workbook - Covers all of the
questions that must be answered to avoid costly oversights - make sure you
cover all the bases.
- Due diligence checklist covers a) all areas of concern to be
investigated and checked - b) All the documents that must be collected (in
addition to Tax Returns) before a price is finalized and a sale consummated.
- Forms and letters for use in negotiating the purchase of the
business safely ~ Samples in book illustrate usage and all are on the CD ROM
ready to be used as is or customized for a special situation.
- Sample wording for contingencies to protect you in those
special or unusual situations that may occur.
DealMaker's family of documents proceed through the Offer,
Counter Offer, Due Diligence,
Negotiation, Problem Solving, Financing and Final Close with you in CONTROL
throughout the process. DealMaker 4.0 documentation is designed so you can
SAFELY STOP the process at any time up to the preparation of the final
documents. YOU STAY in CONTROL and YOUR DEPOSIT is SAFE until you call a stop or
the deal is done.
Hard copy Samples included for reference
"Present
yourself as a professional"
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SBA
Loan Proposal
Generator |
Part 5 - "Loan Proposal Generator" |
The Loan Proposal Generator portion of DealMaker 4.0 is unique in that it
automatically creates a Loan Proposal based upon actual Lender's lending
criteria and presents the data in the format the Lender's like to see making it easy
for a lender to say yes to your loan request.
Special Bonus
~ DealMaker 4.0 will facilitate your contact with the most competitive lenders willing to
"do your deal" at the best available rate. Run
a possible transaction by the lenders before you make an offer to
determine:
- What the lenders will consider a Fair Price
- What down payment will be required of
you
- How much bank financing is available and at what rate
- The Amount of seller financing that may be required
You can structure your offer with
confidence and present yourself as a savvy business person to the seller and the seller's advisors.
Sample
Loan Package included for reference.
Owning DealMaker 4.0 is like having your very own CPA, MBA,
Financial Advisor, Banker and Business Intermediary on CD-ROM.
Calculate scores of sophisticated ratios to thoroughly analyze the
business. Develop a fair price and transaction terms that will work.
Investigate the Business with the same tools used by the IRS and savvy business
buyers. Save hundreds, if not thousands of dollars in professional fees by doing the calculations and
assembling financial and other information into a concise report for your
advisors to review. Proper use of you professional advisors is simplified
with DealMaker 4.0 Business Acquisition System.
"Your accountant
would have to charge you many times
the cost of this package for the business
and ratio analysis alone"
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Part 6 -
The Book "Buying a Business Made Easier"
Profit
from the experience and insight gained in negotiating more than two thousand business transfers |
This practical guide, written in understandable "shirt sleeve"
language, simplifies a very complex subject. The book focuses upon the
motivations that drive a sale and the computer program "crunches the
numbers." Case studies and examples are provided in order to make this complex
subject understandable.
The book walks you through the Business Buying Process one step at a
time. Each major point is illustrated with an actual case study example so
you can buy your business like a pro.
Some of the tips and insider information illustrated in "Buying a
Business Made Easier"
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Three questions to ask so you don't waste time and money reviewing
businesses that don't "fit" you or your lifestyle - cut right to
the quick without offending either the seller nor the sellers advisors
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Ask the four key questions used by the Pros to determine profitability before
seeing the books - Save hundreds of hours and perhaps thousands of dollars
in professional fees analyzing businesses that either:
a) will not support your lifestyle or b) you cannot afford to purchase.
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Learn how to determine the real profits of any business,
especially cash businesses, using methods employed by the Internal Revenue Service and savvy
business buyers
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Avoid pitfalls and common mistakes that can cost dearly
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Learn negotiation techniques that produce win-win results
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Where to obtain the best advice (and it's usually free)
Determine a proper price and
transaction structure for purchasing the business.
Ask all the right questions of the seller without aggravating him or her
Obtain all the important documentation and information the first time
Analyze the collected data as would a professional
Quickly eliminate businesses that do not fit your personality or fail to
meet your income needs
Structure Win-Win Offers and Counter-Offers quickly and
confidently
Comes in a three ring binder for ease of use and storing output.
"Those who are
serious about buying
a business will purchase this system
and wonder why the price is so low."
"The rest will not and probably
never acquire a business of their own."
The DealMaker 4.0 ~ Business Acquisition program is
in Microsoft Excel workbook format. You need not know Excel to use
the program. The forms, checklists etc are
in Microsoft Word doc file format and as such can readily be imported into most
any word processing program. No need to learn a new software program to
start using DealMaker 4.0 right away. Yes, an operating manual is
included (in addition to the Book) but, because the program is so intuitive, you
probably will not use it.
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Part
7 - EZbizPRICER 2.0 Business
Pricing and Transaction
Structuring Software for Small to Middle Market Companies |
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Easy to use.
Simply enter one page of data from tax returns or accounting
statements, answer a few questions and make some decisions and the
software does the rest. It couldn't be easier or more simple.
The
program, although years in development,
will provide your valuation in minutes. |
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Size does matter
One size does not fit everyone; and neither does one approach to
business valuation. That's why EZbizPRICER 2.0 produces
values, transaction structures and fairness testing for the three size
categories of private businesses - all at the same time. The
three Size and Business Structure categories can be briefly described
as follows:
- Middle Market -- Generally
Private companies with well defined Corporate structure and
earnings in the low millions
- Mid-Size -- Private
companies with Corporate structure developing. Owner has
delegated many management functions to others - earnings typically
from $250,000 to the early Millions.
- Main Street -- Commonly
referred to as "Mom and Pop" - Business owner wears
essentially all the hats - Earnings usually under $250,000
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15 valuation methods
Yes, EZbizPRICER 2.0 simultaneously produces three business
valuations using 15 valuation methods. The EZbizPRICER 2.0
approach insures you that you are using valuation methods that are
appropriate for the business involved.
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| Transaction Structuring
Determine
a Fair Price and Terms for the business - You can perform
countless "What if" scenarios and calculate scores
of possible transaction structures quickly and easily to
determine a Fair Price. It's not necessarily the price
you pay that's most important but rather - it's the terms.
Make sure the business and you can afford the terms so the
business can stay sold.
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Fairness Test and
Justification of Purchase Price
Make sure the business can afford to pay:
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The
acquisition debt service and
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You
a reasonable wage,
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That
your Rate of Return is commensurate with the risk
involved
This is a double check on whether or not the price is
fair.
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Designed to be used by non-financial professionals
Don't let the ease of use fool you - EZbizPRICER 2.0 is a powerful
program designed for the business owner, business buyer or advisors
who needs to know how to price and structure the sale of a company.
It is not designed to produce a 50 page report that CPAs, MBAs and
other Consultants need in order to justify their multi-thousand dollar
fees.
No financial expertise or specialized knowledge
is needed and EZbizPRICER
2.0 uses
Microsoft Excel™ so there isn't a new software program to
learn.
Business Owners:
Don't accept too little! Use EZbizPRICER
2.0 to determine: The most
probable price and terms - The level of Seller Financing required, if
any, to Maximize Value - What's the CASH price difference, if any? -
How to increase value without increasing declared profits,
Should
you be considering selling your business yourself - Create a
Comprehensive Sale Prospectus or selling document using the fill in
the blanks template found on the CD-ROM
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Business Buyers:
Don't pay too much! Use EZbizPRICER
2.0 to develop a fair price you can
defend and with terms that will work. Construct a deal where
existing cash flows will cover your acquisition debt service, give you
a reasonable return on your investment and compensation commensurate
with your initial investment. Use the Data Gathering form
to assure you cover all the important bases. Prepare a
comprehensive SBA Loan Proposal with the fill in the blanks template
provided. Samples of both templates are in the Manual and on the
CD-ROM. |
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Business Brokers and Real Estate Agents:
Use EZbizPRICER 2.0
to Calculate a Win-Win Price with Terms that will work. Develop a
Professional Sale Prospectus or selling document using the fill in the
blanks template found on the CD-ROM |
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EZbizPRICER 2.0 Automatically Generates:
- Reconstructed and Comparative Income and Expense Statements
- Earnings Projections
- Comparative Operating Ratio Analysis
- Risk Analysis
- Capitalization Rate and Value Multipliers
- Reconstructed Balance Sheet
- Fair Market Value (including probable terms)
- Fair Cash Value
- Transaction Structuring Templates
- Fairness Testing Templates
- Business Valuation and Transaction Structures appropriate to the
three size classifications of Private Companies
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Part -
8 The
book "In & Out of Business. . . Happily" (a
$65.00 value)A business may be deemed worthless by
one yet be worth millions to another!
Find out why with your own copy of “In and
Out of Business . . . Happily.” |
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Determine the right price for any private or family
businesses (with sales between $100,000 and $50,000,000). Case studies
illustrate why different buyers pay different prices and why size and
organizational structure matter when determining business value.
Explains why individual motivations and perspectives may be more
important than “the numbers” when making value and buy/sell
decisions. This is the only resource of its kind. Based on marketplace
experience, not theory. Bound in a sturdy 3 ring binder for ease of
reference. |
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Insider Information
*
How
applying this information puts you in control
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How
to identify buyers willing to pay premium prices -
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How
to identify a "Real Bargain"
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Non-financial elements that increase or decrease a business's value
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Buy or sell any business at the right price and terms
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Why financial information is generally of secondary importance when
determining
business value
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Discover negotiating strategies that produce win-win transactions
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Determine the optimum time to buy or sell any business
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Understand the impact transaction structure has upon value and how
to minimize risk
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Who should buy this system
- Individuals purchasing a business
- Accountants and CPAs
- Attorneys
- Corporate development officers
- Financial planners
- Business advisors
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Business Acquisition System Plus
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Part One ~
DealMaker 4.0
-
Business Analyzer and Business
Acquisition Due Diligence Software
Part Two ~ IRS Tax Return Data by
Industry,
Part Three ~ IRS Field Agent Audit Guides by Industry
Part Four ~ Forms, Letters, Contracts
and Checklists
Part Five ~Loan Proposal Generator
Part Six ~The Book "Buying a Business Made
Easier"
Part Seven ~ EZbizPRICER 2.0 - Business Valuation and Transaction
Structuring Software
Part Eight ~ The Book "In & Out of Business. . . Happily"
Plus:
IRS
Field
Agent Audit Guide by Industry
IRS Tax Return Data by
Industry
Forms, Checklists, Contracts
and Sample Contingencies and Special Wording
SBA Loan Proposal Generator
also includes samples for use as a
guide
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YES
Please ship me my copy of: "Business Acquisition System Plus"
Introductory Offer
Direct from Publisher
List
Price $590.00 Save
$150.00 Now Only
@ 440.00
plus $20 for shipping by USPO Priority Mail (aprox. 5.5 pounds)
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