REAG's Sell-Side Services

Expert Guidance for Successful Ownership Transitions

For executives and business owners of mature companies looking to make a strategic change, REAG offers comprehensive advisory services tailored to lower middle market complexities.

Our comprehensive expertise covers:

The REAG Advantage:

Experience:

Guide founders and executive teams through ownership transitions relying on over two decades of experience

Creativity:

Ability to navigate complex situations and propose both traditional and unconventional solutions

Communication:

Concise, transparent, consistent communication with stakeholders

Sell-Side Advantage:

Execute a confidential process to maximize value and achieve winning outcomes for our clients

Partner with REAG to navigate this strategic change with confidence.

Who We Serve

Revenue up $250M

EBITDA $2M+

United States

Strategic M&A Process: Maximizing Value in Today's Market

Our proven process is designed to navigate current market dynamics and extract maximum value for our clients by:

  • Defining our client’s desired outcome
  • Preparing marketing materials (Teaser and CIM)
  • Developing a list of potential suitable acquirers
  • Executing a marketing plan (Buyer outreach, NDA execution and information exchange)
  • Facilitating management meetings
  • Negotiating in our client’s best interests to overcome obstacles
  • Managing and coordinating the flow of due diligence information
  • Collaborating with other deal team advisors to reach closing

Mastering the Sell-Side Process

At REAG, meticulous deal execution is our hallmark. We leverage an extensive network of strategic and financial buyers, deep industry knowledge, and transaction expertise to guide clients through every stage of the sell-side process.

Whether you’re considering a third party sale, management buyout, generational transfer, retirement, or divestiture of a business unit, REAG provides the expert guidance needed to unlock the full value of your business.

Our unwavering commitment to professionalism and value maximization has established REAG as a trusted partner for lower middle market companies.

FAQ: Sell-Side Advisory Services

What are sell-side advisory services?

Sell-side advisory services are comprehensive consulting and support services designed for business owners of mature companies (revenue up to $250M, EBITDA $2M- $25M) considering ownership transitions. REAG specializes in lower middle market transactions, offering over two decades of experience in executing successful exits through:

- Third-party sales
- Management buyouts
- Generational transfers
- Strategic partnerships

What makes REAG's sell-side approach unique?

REAG differentiates itself through:

- Deep expertise in lower middle market complexities
- Creative problem-solving for both traditional and unconventional situations
- Proven process designed for current market dynamics
- Extensive network of strategic and financial buyers
- Confidential process management to protect business value
- Concise, transparent stakeholder communication
- Meticulous deal execution focused on value maximization

What specific services does REAG provide during the sale process?

Our comprehensive service offering includes:

- Initial business valuation and market assessment
- Exit strategy development and planning
- Preparation of professional marketing materials (Teaser and Confidential Information Memorandum)
- Identification and qualification of potential buyers
- Confidential market outreach and buyer engagement
- NDA management and information exchange
- Management meeting preparation and facilitation
- Deal negotiation and structure optimization
- Due diligence coordination and management
- Transaction closing support
- Coordination with other professional advisors (legal, tax, etc.)

How does REAG's sell-side process work?

Our proven process follows these key stages:

  1. Strategic Assessment
    - Understanding your objectives and desired outcomes
    - Analyzing business value drivers
    - Developing exit strategy options
  2. Transaction Preparation
    - Creating professional marketing materials
    - Identifying potential buyers
    - Preparing management presentation materials
    - Organizing due diligence information
  3. Market Execution
    - Implementing confidential marketing strategy
    - Managing buyer communications
    - Coordinating NDAs and information flow
    - Facilitating management meetings
  4. Deal Negotiation
    - Evaluating offers
    - Structuring optimal terms
    - Managing due diligence process
    - Coordinating with professional advisors
    - Driving toward successful closing
How does REAG help maximize business value?

We employ multiple strategies to optimize value:

- Identifying and articulating key value drivers
- Addressing potential concerns before market entry
- Creating competition through strategic buyer targeting
- Maintaining confidentiality throughout the process
- Leveraging market insights for optimal timing
- Structuring deals to maximize after-tax proceeds
- Managing risk factors that could impact value

What types of buyers does REAG work with?

We maintain relationships with diverse buyer types:

- Strategic corporate buyers
- Private equity groups
- Family offices
- Management teams
- Industry consolidators

Each buyer type is approached with specific strategies to maximize value and probability of closing.

How long does a typical sale process take?

While timing varies based on transaction complexity and market conditions, typical ranges are:

- Initial Assessment & Preparation: 4-6 weeks
- Marketing & Buyer Outreach: 2-3 months
- Management Meetings & Offer Negotiation: 1-2 months
- Due Diligence & Documentation: 2-3 months
- Closing Process: 4-6 weeks

Total timeline typically ranges from 9-12 months. Note: Current market conditions may impact these timelines. We'll work with you to optimize timing based on market opportunities.

How does REAG maintain confidentiality during the sale process?

Our confidentiality protection includes:

- Blind teasers that don't identify the company
- Strict NDA requirements for information access
- Controlled information release process by using a virtual data room
- Staged disclosure approach
- Careful timing of management meetings
- Limited circulation of sensitive information
- Monitoring of market communications

What makes a company ready for sale?

Key readiness factors include:

- Sustainable competitive advantages
- History of strong financial performance 
- Documented growth opportunities
- Established management team
- Clean corporate records
- Organized financial information
- Diversified customer base
- Scalable operations

How does REAG handle industry specialization?

We have particular expertise in:

- Chemicals
- Manufacturing & Fabrication
- Electronic Manufacturing Services
- Specialty Plastics

While maintaining broad capabilities across industrial, business services, and healthcare sectors.

What role do owners and management teams play during the sell-side process?

Owners and management typically:

- Provide input on strategic objectives
- Review and approve marketing materials
- Participate in selected management meetings
- Support due diligence information gathering
- Most importantly, continue running the business as if you weren’t selling it

REAG manages the process to minimize disruption to operations.

How does REAG manage complex deal structures?

We handle complexity through:

- Creative deal structuring expertise
- Experience with earnouts and seller financing
- Understanding of tax implications
- Management of multiple stakeholder interests
- Coordination with technical experts
- Clear communication of options and implications

How can we get started with REAG's sell-side services?

Contact us to schedule a confidential strategy session where we will:

- Understand your objectives and timeline
- Discuss current market conditions
- Review potential exit options
- Address initial questions and concerns
- Outline next steps in the process

Contact us at 833-333-REAG (7324) or email info@reag.com to schedule your confidential discussion.

M&A Success Stories:

M&A Success Stories:

See what our clients say about us

“[REAG] absolutely, without debate, worked in our best interest, solved problems (most of the time before they came about) and did whatever was needed to get us the best possible deal both short and long term.”

Grant Hunter

Fuzion Technologies, Inc.

“When I went to sell my business, I was on the fence about hiring a broker. I thought I could probably handle it myself. I was a capable businessman. How hard could it really be? In the end I relented and interviewed multiple brokers and REAG stood out from the crowd. I quickly learned I was wrong about handling the transaction myself. The complexity of the transaction from writing a CIM, to financials, to marketing and more would have been too much for me to handle on my own. I am grateful to REAG for gently encouraging me to use their services for my own sake. Without them, I would have failed miserably. The team was amazing and took care of everything I needed.”

Brian Jones

A Christmas Story House & Museum

“Every part of the 8-month process to sell my business was purposely motivated, diligent, detail oriented, and considerate of all of my business skills and requirements. [REAG] exuded the confidence I needed from our first meeting, and never let up until the deal was successfully done.”

Brian Mullins

Kadee Industries

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