Exchange Place

Accountants

Business Exchange has developed a solution that allows the accountant to remain front and centre throughout the whole succession process – including when the business is being sold.

We offer multiple variations on our service, depending on the accountant’s desired level of involvement.

Other key responsibilities:

• Valuation of the businesses to determine the listing price
• Assistance with the pre-approval of the business with lenders
• IM preparation – completing Smart IM forms on behalf of the vendor
• Pre-purchase tax structuring for buyers
• Assistance with drafting terms sheets

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Business Brokers

We’ve purpose-built this platform with brokers broker in mind– we know that deal flow and closure rates are critical.

So we built the Gateway Engine, which underpins Business Exchange.

For brokers this means:

• Access to a highly efficient M&A process that maximises the number of transactions you can handle simultaneously
• Move beyond the buy/sell aspects of M&A – offer mergers, equity partner placement and recruitment
• Access to a marketplace that focuses on buyers within selected industry – upshot access to more genuine and funded buyers, more frequent sales
• Access to our Proprietary Smart IM process to generate better quality IMs at lower cost
• Earn additional income by working with other brokers on closing theirs and your more difficult deals
• Gain access to more vendor listings via our platform referral program
• Bring in industry-specialist services providers - financiers, financier, lawyers, accountants and so on – to streamline the deal and enhance your closure rates

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Succession Planning Consultants and Business Coaches

A skilled business coach / succession consultant can add significant incremental value to a client’s business ahead of sale, when it comes to the all-important realisation of this value through a sale, merger or equity partner appointment.

Once the business is set to go to market the consultant can continue to play a role, either by way of simple oversight or by providing a more complete brokering service all the way through to contract execution.

As a consultant with Business Exchange you have:

• Oversight over deal progress, including access to profiles on prospective buyers and any offers they have made
• Access to specialty brokers
• Access to qualified buyers
• Access to industry specialist services providers
• If you wish to perform the brokering role - you can do so using our best-practice M&A methods and tools

When you sign up to Exchange Place you have the opportunity to make your clients succession more than just a plan – you can carry it all the way through to successful execution.

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Lawyers

Legal professionals who have such experience can benefit greatly from our Oversight service, which allows them to gain greater visibility of the stages of the ongoing M&A transactions. They are better positioned to offer specific services at the time when they are most needed.

We are seeking experienced professionals able to undertake:

• Terms sheet preparation
• Negotiations
• Sale agreement preparation
• Shareholder agreements
• Business succession strategies, including restructuring, buy/sell arrangements
• Advice on small business CGT concessions

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Industry Associations

In the large majority of cases the business will be sold to someone operating in their industry and is likely to be a member of their industry association. With this in mind we have developed a network-friendly solution that enables members of industry associations to sell, merge and recruit equity partners amongst themselves.

Benefits to the industry association and its members:

• Access to a ready and specialist market of its peers
• Access to specialist M&A facilitators
• Access to finance and lawyers the specialise in their industry
• Provides the industry association with an essential value add

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Business Networks and Franchisors

The Private Broker Network™ is a section of the Business Exchange platform reserved for the use of networks and their members. It is a private walled garden where you can facilitate brokering within your own network (using our tools and methods, but under your own branding).

Key Features:

• You can also take advantage of the broader Business Exchange network to advertise selected listings to the public market (with a view to recruiting an incoming buyer to the network), thus turning a succession problem into a recruitment opportunity.
• You can privately or publicly advertise and facilitate the sale of an adviser business, a merger opportunity, a joint venture offer, an equity partnership opportunity or a recruitment offer.
• This is your own private portal where your adviser network can effectively trade between themselves or with other parties invited into your network, with complete oversight by networks.

By becoming a valuable part of the succession solution to your members you can maintain and grow your network.

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