O&G Mergers and Acquisitions 

Business Certification by O+G 

As an opportunity to our clients we recommend to get the O+G certification to speed up the sale and add tremendous value to your company .

Our certification process increase the chances of a fast sell and higher price significant .

Our Experts validate during the process opportunities and risks for a potential buyer and set the value of the business based on verifiable facts well more accurate than a typical accountant based validation or a typical real estate based merger and acquisition company. 

The benefits are : 

  • Reduce the risk for a potential buyer 
  • Point out areas to our client where they are able to add value to the business
  • Avoid delays by having all documents available right on time 
  • Be able to answer all potential questions that may come up during negotiations
  • Increase the trust of a potential buyer resulting in a faster transaction and higher selling price
  • Firmer price negotiation based on undeniable facts of the business
  • Strategic tax advise that usually avoids thousands of dollars in over paid taxes
The benefits are clear ,we take the guessing out of the game and replace them with facts . 

The typical checkmarks of our certification.



Marketing

1. Current activity

2. Locations

3. Social media and online

4. Signs

5. Reputation of the business

6. Competition

7. Potential synergies

8. Missed potential

9. Growth potential

Operations

1. Systems, controls, and procedures 

2. Key E\employees 

3. Owner dependency rate

4. Rate of automations 

5. Equipment 

6. Employee’s rate of efficiency





Validation

1. Physical assets

2. Human assets

3. Exclusivity products and services

4. Property value

5. Business outlook

6. Business potential unrealized and in progress

7. Patents


Financial Performance

1. Profits

2. Revenue

3. Cash flow

4. Receivables

5. Liabilities 

6. Assets

7. Cash on hand

8. Owner benefits

9. Owner income

10. Inventory

11.Return on Investment


Risk assessment

1. General risk of failure

2. Risk of loosing key employees

3. Property conditions (building, ground contaminations)

5. Past liabilities

6. Tax liabilities

7. Unknown risks

Tax Strategy

1. Capital gain

2. Income tax

3. Tax codes

4. Legal  

Being prepared is crucial

 1. Find your Strength

Preparation is crucial when it comes to selling your business. We’ll discuss how to assess your business, document operations, consolidate paperwork, and make your premises presentable.

The task can seem daunting, but there are a few simple things you can consider:

This is slightly different to valuing your business, and it requires analyzing how your business functions.

Pretend that you are one of your customers. Use this perspective to analyze the internal operations of your business.

Ask yourself the following questions:

1. What do you do well?

2. What could you improve on?

3. Who are your suppliers? 

4. How many different products or services do you sell annually?

5. Are there specific products and services that sell better than others, or with greater margins?

2. Team knowledge and training

As the business owner, ensure that your team knows how the business functions. Train your team throughout your business’s life, even more so when you prepare it for sale. This should include day-to-day, monthly, and annual operations that you handle. You probably do most of these things without thinking, but the buyer will want to know that once you’ve made your exit, your business will still function. Create an operations manual so you have a tangible document that your team and the potential buyer can refer to. You should also consider a succession plan so that no-one is left in the dark once you leave.

3. Consolidate your paperwork

As a business owner, you know how much paperwork is involved: meeting minutes, financial records, legal documents, and general filing. It can be overwhelming if you have not organized this documentation, so it is crucial to keep it in order. It is particularly important to have every financial statement and accounting record from at least three years. Having accessible, concise paperwork will prove that your business is lucrative and worth buying.

Always have selling on your mind, even if it’s not your plan. Stay organized so that if the time comes to sell, you have completed all your checklists.

4. Improve your business’s appearance

Take some extra time to look at the appearance of your business. 

Pay attention to the little things, peeling paint, a squeaky door, the business sign, or an unorganized front desk. 

Our first impressions are often based on what we see, so attending to areas that need improvement will always have a positive outcome.

At the end of the day, your prospective buyer will want to feel like they are making the right decision. Having well-documented financials, a looked-after premises, and a thorough assessment of your business will likely lead to a successful sale.

Our Certification process wil guide you to implementing the changes that are crucial for a successful sale of your business. 


Take your Business to the next level

Certification fee 

$1300 business up to 10 employees  

$1750 business above 10 

employees