Our Services

Our services have been designed to ensure you realise all the hard work you have put into building your financial services business

Comparison DIY Sale Owner Led Sale Full Facilitation
Revenue Recommendation <$250k <$1m $1m
Information Memorandum
Identify business position and objective
Request for information
Forte submit draft information memorandum
Teleconference to discuss Draft
Final Information Memoranudm
Pre-Sale Consultation
Listing on Forte's Website
Collation of key data from Information Memorandum
Filter of business through Forte's database of registered buyers
Listing on Forte's Public Market Place
Advertisement to Forte's list of email subscribers
Listing on Forte's online market place
Transparent information on interested buyers
Filtration of interested buyers
Weekly Progress Report
Negotiations
Forte Deal Templates x
Teleconference with deals expert on the use of templates
Creation of Non-Binding Indicative Offer Invitation
Management of interested parties
Assistance with due diligence
Creation of term sheet
Unlimited access to Forte's M&A team
DIY Sale
Overview

This package includes the creation of an information memorandum and a pre-sale consultation
A comphrehensive document designed to showcase the specific details of your business. This is a crucial document that is presented to potential purchasers under a confidentiality agreement that assists them in evaluating and determining their level of interest in the business for sale.

The pre-sale consultation will allow you to discuss any concerns or questions you may have about the sales process before progressing.

Included

1. Information Memorandum

  • Teleconference with market expert at Forte to understand your business position and objective.
  • Establish key selling features, pricing, non negotiable & negotiable issues and formulating a marketable value proposition.
  • Request for information.
  • Collection of comprehensive data relating to the business, owners, staff, performance, clients and more.
  • Forte detail the value proposition, assets and key issues attractive to potential purchasers.
  • Draft Information Memorandum.
  • We seek your final approval prior to completion.
  • Final Information Memorandum.

2. Pre-Sale Consultation

  • Forte's market expert will discuss current market conditions
  • Private and confidential Q & A
Timeline

Approximately 5 business days

Payment Terms

$2497.00 + GST payable upfront

Exclusivity

No

Owner Led Sale
Designed for owners who want to lead the sale process with access to Forte's IP, advice and extensive buyers database. Suitable for businesses with revenue <$1m
Overview

This package includes the creation of an information memorandum, listing on Forte's website, match making with Forte's registered buyers and access to Forte's deal templates and advisor

The owner led sale keeps you in control of the sales process from start to finish. Forte assist in managing the sale professionally to ensure speed, efficiency, confidentiality and a great outcome. Listing on Forte's website gives sellers unlimited access to Forte's extensive network of buyers and gives you the control to sell your business in a short time frame with multiple interested parties.

Included

1. Information Memorandum

  • Teleconference with market expert at Forte to understand your business position and objective.
  • Establish key selling features, pricing, non negotiable & negotiable issues and formulating a marketable value proposition.
  • Request for information.
  • Collection of comprehensive data relating to the business, owners, staff, performance, clients and more.
  • Forte detail the value proposition, assets and key issues attractive to potential purchasers.
  • Draft Information Memorandum.
  • We seek your final approval prior to completion.
  • Final Information Memorandum.

2. Confidential Listing On Forte's Website

  • Listing on Forte's Market Place
  • Filtering of business through Forte's database of registered buyers
  • Advertisement to Forte's list of email subscribers
  • Transparent information on interested buyers.
  • Introduction to potential buyers
  • All buyer requests are sent straight to the seller and not filtered by Forte

3. Access Forte's Deal Templates and Advisor

  • Teleconference with deals expert
  • Non-Binding Indicative Offer Template
  • Due Diligence Checklist
  • Term Sheet Template
Payment Terms
$297/month with first payment due on engagement + success fee

Success Fee

Total Capitalisation Fee
Between: $0 - $500k: $25,000
Between: $500k - $2m: 5%
Between: $2m - $5m: 4.5%
Between: $5m - $10m: 4%
Between: $10m+: 3.5%
Timeline

Approximately 6-12months from engagement to first payment for sale

Exclusivity

Not Required

Full Facilitation Sale

Our tried and proven selling method ensures you can maintain focus on maximising your business from the start to the sale. Suitable for businesses with revenue >$1m.

Overview

This package includes a full facilitation service from Forte, where we handle the sale for you.

A Forte led sale means you only deal with the best parties involved. We filter all interested parties and ensure all buyers are genuine, culturally aligned and at the highest quality. Forte provide weekly progress reports on the interest of your business. Once a group of the best buyers have been identified, Forte handle the entire negotiations phase from the non-binding indicative offer to the contract for sale. This ensures that negotiations are done at a commercial level and removes the risk of creating haste between parties in negotiations.

Included

1. Information Memorandum

  • Teleconference with market expert at Forte to understand your business position and objective.
  • Establish key selling features, pricing, non negotiable & negotiable issues and formulating a marketable value proposition.
  • Request for information.
  • Collection of comprehensive data relating to the business, owners, staff, performance, clients and more.
  • Forte detail the value proposition, assets and key issues attractive to potential purchasers.
  • Draft Information Memorandum.
  • We seek your final approval prior to completion.
  • Final Information Memorandum.

2. Pre-Sale Consultation

  • Listing on Forte's Market Place
  • Filtering of business through Forte's database of registered buyers
  • Advertisement to Forte's list of email subscribers
  • Transparent information on interested buyers.
  • Introduction to potential buyers
  • Filtration of interested buyers
  • Weekly progress reports

3. Forte Led Negotiations

  • Creation of Non-Binding Indicative Offers Invitation
  • Manage interested parties and negotiate for commercial and culture alignment
  • Analysis and recommendation from offers presented
  • Assistance with Due Diligence
  • Creation of Contract of Sale
  • Unlimited access of Forte's M&A team
Timeline

Approximately 6-12months from engagement to first payment for sale

Payment Terms

Contact Forte for a quote and scope of project

Exclusivity

Yes

Our Success Stories

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their experience using Forte