Elements that make ROI different than our competitors:

Results

ROI sold many businesses last year in the industry areas of services, manufacturing, distribution, professional practices, retail and hospitality.  2016 was characterized by a continued solid growth for many businesses. This improved performance plus the pent up demand of Baby Boomers wanting to sell made 2016 another record breaking year for sales at ROI. We experienced higher transaction values than in previous years. Our industry, and most importantly, our clients saw improvement in value and a larger number of transactions.  We expect 2017 to continue to show stronger financial results and a continued upswing in business sales. ROI was able to sell businesses and represent buyers and sellers successfully. Our average deal size continues to be well above industry average.  We succeeded because we worked harder and smarter than the competition.

ROI operates two divisions to serve our clients; a “Main Street” group that services businesses with a value of under one million dollars and our ”Middle Market” or M&A Division which has the special services and talents required to service larger deals in the $2 million to $25 million plus range.  A review of the resumes of our team explains why ROI is able to deliver exceptional service across multiple industries. This range of experience allows ROI to be successful for our clients.

Experience

Most of ROI’s  business brokers and intermediaries have more than 20 years of business experience and every ROI intermediary takes part in continuing education in the areas of valuation, deal structure, financing and industry specific education. Our experience helps us to understand the challenges that confront our clients. While the majority of our work is still representing sellers, buyer representation continues to be a fast growing part of our business. We are also seeing more assignments in assisting owners in transitioning to key employees, management teams and family members. Our president is one of less than 100 M&A professionals in the world  to hold  the Mergers and Acquisitions Master Intermediary (M&AMI) designation. This is awarded by the worlds largest M&A trade association for meeting education and completed transaction requirements, following peer review.

Financing

Even the best deals can grind to a halt if financing cannot be found and delivered on time. ROI has developed a list of banks and other lenders who are lending money at market rates often in connection with SBA guarantees. As a result we were able to close deals other brokers may not have closed. In our experience, 2016 saw active lending by banks on 7A SBA loans. These are the loans that often finance new business acquisitions by individuals, with purchase prices up to about 6 million dollars.  We also saw an abundance of well funded Private Equity Groups, Family Offices and Private Investors looking for purchase targets. Because of our reputation, our phone rings daily with these groups looking for successful companies to acquire. We track what these groups are looking for and know which ones to contact for a particular industry. This sets us apart from our competition. There are more buyers than sellers in the market place in 2017.

Confidence

ROI provides professional third party business valuations. Before we go to market with your business you will have a good idea of what to expect for sales price and the ability to defend that asking price with a buyer. With that said, many companies are good candidates for acquisition by synergistic or strategic buyers. In these cases, we have no asking price but have the systems in place to push the market to the highest possible value.

ROI can assist in transferring your business to another family member or a trusted employee on a consulting basis. Most brokers will not help in this process.

Buying or selling you will be treated with respect, honesty and the highest ethics. We return phone calls and e-mails. We are never to busy for good customer service.

After meeting, we will be happy to provide you with contact information to speak with some of our former clients. Most of our new clients come from referrals.