2911 Turtle Creek Blvd. 3rd Floor Dallas, Texas 75219

Buyers / Investor Pro-Forma Analysis

After a 30+ day, no obligation, review of your company's Operations & Finances,
CMG provides you with this written report
showing how Investors and Buyers will view your company.


You and Capital Markets Group, Inc. {CMG} will have a minimum of three {3} introductory/exploratory meetings to get an overall understanding of your personal/ corporate objectives.


Each party makes a determination of any on-going interest {either by you or CMG}.


If there is a mutual interest in continuing discussions, CMG will send you a Non-Disclosure Agreement {NDA} which binds CMG to complete confidentiality in all previous as well as future discussions.


After receiving the NDA, you send {via email} your company’s financial statements to CMG.  We need the past 3 Years-Ending plus past 12-Months Monthly Income Statements and Balance Sheets.


CMG works on a “Financial Analysis & Evaluation” of your company’s financial statements.  The analysis includes: Preliminary Valuation, Key Financial Ratios, Historical Performance, Seasonality, Cyclicality, Preliminary Forecast.


CMG presents the results of the above analysis.


Based on the above analysis, Capital Markets Group decides whether-or-not to move forward with you.


Based on the above analysis and presentation, you decide whether-or-not to move forward with CMG.


If either party decides to not move forward, the process terminates and all materials you submitted to CMG are returned to you or destroyed by CMG. You have no financial, or other obligation to CMG and the results of our analysis are yours to keep.

DEAL STEPS

Proposal of Work & Fees

If both parties are comfortable with each other and decide to continue working together, CMG submits a “Proposal of Work and Fees”.  That Proposal {including our work and fees} is individually tailored to your specific project.


Both parties resolve any questions concerning the “Proposal of Work and Fees” .


Both parties sign the finalized “Proposal of Work and Fees” and CMG begins its work as follows

PHASE 1: Financial Advisory Services

CMG and you develop and assemble basic information related to your company, including: Organization, Products/Services, Market, Marketing & Sales, Pricing, Operations, Strategic Plan, Management, Financial Forecasts, etc.


CMG prepares a complete Background Information Document {in its proprietary format} which clearly explains the company in detail yet in a format which invites and helps potential buyers/investors to read it and make preliminary decisions to proceed further.


CMG develops Alternative and Equivalent deal structures that meet your objectives and which also clearly outline potential deal structures for specific buyers and their specific requirements. {We do not send out a single-boiler-plate “Offering Memorandum”.}


You and CMG review the “Offering Document “ {Company Information, Financial History & Forecasts, Alternative Deal Structures, Valuation Analysis, etc.} and concur on the Final Draft.


CMG prepares the “Final Offering Document” and presents it to you in the same manner we present it to targeted buyers/investors.


At this time, CMG and you make the decision to proceed or not proceed to the next phase.  If either party decides not to proceed further, there is no further obligation on either party.  However, you get to keep the entire CMG work product, including the “Final Offering Document”.


If both parties decide to proceed to the next phase, CMG begins its “Private Investment Banking” services.

PHASE 2: Private Investment Banking Services

CMG identifies specific, qualified, and targeted buyers which CMG obtains from its day-to-day activity in the marketplace as well as from its proprietary databank built up with the names and personal information of over 1,412 worldwide buyers / investors / lenders / funds / corporations / etc. we have personally dealt with for over 40 years.


CMG develops an outline of who we are going to contact and when we will contact them to discuss your deal and CMG gives a personal presentation of the “Offering Document” {we do not do mass mailings, “To Whom It May Concern”, nor do we send out boilerplate “Offering Memoranda”}..


CMG obtains Confidentiality Agreement with potential buyers/investors.


CMG personally contacts and personally presents the “Offering Document” to those buyers/investors.


CMG conducts preliminary negotiations with interested buyers/investors.


CMG determines those Buyers/Investors that have a continuing interest in the deal and who are capable of meeting your Price and Terms.


CMG continues discussions with all qualified buyers/investors.


CMG obtains a “Letter-of-Intent” from qualified buyers that is structured on the “Offering Document” price, terms and expectations of our client in what it takes to close the deal.  In this manner we are virtually assuring a satisfactory deal will close as opposed to simply having someone come in, “kick-the-tires” and waste your time, money and expectations.


CMG is actively involved in the course of the Buyer’s Due Diligence Period, including on-going discussions and negotiations.


CMG prepares Points of Agreement document for incorporation into the Definitive Purchase Agreement/Investment Agreement.


CMG works with your tax advisor and attorney in drawing up or reviewing the Definitive Purchase Agreement to insure that what was negotiated and agreed to is incorporated into the final documents.


CMG reviews the final closing documents.

Close the Deal

Because this is oftentimes a life-changing event for our clients, CMG remains available, at no charge, for 6 months after the deal closes, for whatever advice or counsel you may desire {personal or professional}.

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