Packaging

To engage qualified prospective buyers and educate them about businesses for sale, ASG Partners develops a best-in-class professional package for each of our clients.

As the seller of a privately-held company, you are marketing your business to prospective buyers who are deciding whether or not to invest in its future. To inform that decision and gain buyers' trust, ASG Partners creates a best-in-class custom marketing package that tells the story of your company’s past, analyzes its present, and positions its future.

When you are ready to sell, we will analyze your business and put together a book that we call a Confidential Business Review, or CBR for short (sometimes referred to as an Offering Memorandum or Prospectus). The ASG Partners CBR is a professional package that engages prospective buyers and educates them about your company. It tells buyers the story of your company’s past, highlights the operation’s strengths, discloses any weaknesses, and helps buyers familiarize themselves with the future of your business.

Packaging is a crucial part of the selling process, and ASG Partners invests considerable time into creating an outstanding document. We devote an entire month to the packaging phase and go into great detail to provide a quality and level of information that is second to none in the industry. Potential buyers and professional partners, who look at CBRs on a regular basis, have frequently described ASG Partners’ packages as "best in class."

Additionally, the CBR represents an important opportunity to openly disclose issues that, if left undisclosed, might be the basis for future litigation. Not only will disclosure reduce litigation risks, it will also add to the seller’s credibility and save time by eliminating buyers who are unwilling to accept the realities of the company.

The CBR does not describe trade secrets or list customer names or employee names. Additionally, in keeping with our strict confidentiality policy, it is a confidential document that may only be shown to prospective buyers who have signed a Confidentiality Agreement with ASG Partners.

If you are considering selling your business, we invite you email or call us at 425-450-4800 to set up a meeting with an ASG Principal. We will be happy to show you some of our best in class CBRs.

Once the packaging phase is complete, we will move on to Finding Buyers for your company.