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 | |
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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 The pre-sale consultation will allow you to discuss any concerns or questions you may have about the sales process before progressing. |
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Included | ||||
1. Information Memorandum
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2. Pre-Sale Consultation
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Timeline
Approximately 5 business days |
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Payment Terms
$2497.00 + GST payable upfront |
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Exclusivity
No |
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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. |
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Included | ||||
1. Information Memorandum
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2. Confidential Listing On Forte's Website
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3. Access Forte's Deal Templates and Advisor
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Payment Terms | ||||
$297/month with first payment due on engagement + success fee | ||||
Success Fee | ||||
Total Capitalisation | Fee | |||
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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 |
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Exclusivity
Not Required |
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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. |
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Included | ||||
1. Information Memorandum
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2. Pre-Sale Consultation
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3. Forte Led Negotiations
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Timeline
Approximately 6-12months from engagement to first payment for sale |
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Payment Terms
Contact Forte for a quote and scope of project |
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Exclusivity
Yes |
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