Maxwell and Associates, PLLC was founded in 1998 by Jim Maxwell to provide high end M&A advisory services for small to lower middle market businesses. Over the years, Jim has worked on multiple transactions on teams with Madison Avenue creatives, Wall Street advisors, private equity firms, and high end middle market boutiques, and applied what he learned to develop processes for small to lower middle market businesses. Jim believes that small business owners deserve an option to the franchise business brokers who often do not have the requisite education, licensing, or experience to properly handle a business transaction. Jim works closely and maintains relationships with strategic buyers, private equity firms, and high end boutique investment advisors to ensure that only qualified investors and professional or strategic buyers are approached with sale side opportunities. Jim also provides pre-deal and post-deal advisory services, including developing business plans, re-branding, marketing planning, and tax planning.

Services

Sale-Side Advisory

  • Understand client objectives and expectations and design a sale process to achieve such goals, including but not limited to, maximizing the value of the client’s business and included commercial real estate and closing the transaction on the best possible terms. 
  • Develop an appropriate buyers list and all of the related transaction marketing materials, which would typically include a comprehensive Confidential Memorandum.
  • Manage the distribution of the business acquisition and any included commercial real estate on all major business sales and commercial real estate sales platforms.
  • Manage all communications and interaction with prospective buyers, including marketing calls, follow up data requests, and site visits.
  • Evaluate and negotiate offers from interested parties and work with the client to select the buyer and sign a Letter of Intent.
  • Manage the post-LOI closing process including buyer due diligence and the negotiation and execution of the definitive transaction documentation.

Buy-Side Advisory

  • Identify and assess potential targets.
  • Perform valuation and business analysis.
  • Advise regarding transaction pricing and structure.
  • Negotiate Letter of Intent.
  • Manage closing process including performing due diligence on the target and negotiating the definitive transaction documentation.
  • Assist in identifying and securing financing if required.
  • Assist in lease negotiations and commercial real estate acquisition.  

Pre-Sale Consulting

  • Thoroughly assess the operations and financial condition of a business from a potential buyers’ perspective.
  • Make recommendations and assist as required to develop long-term strategies regarding:
    • Business development and growth opportunities
    • Capital structure optimization
    • Financial systems and controls
    • Management requirements
    • Technology and IT systems
    • Timing of a potential sale or recapitalization
    • Business Valuations
    • Tax planning
    • Strategic business planning
    • Brand Audit and marketing assessment 
    • Valuation of commercial real estate included in the transaction

Post-Sale Consulting

  • Thoroughly assess the operations and financial condition of a business from the perspective of the newly formed merged entity
  • Make recommendations and assist as required to develop long-term strategies regarding:
    • Business development and growth opportunities
    • Brand Planning and marketing strategy for newly formed entity
    • Financial systems and controls
    • Management requirements
    • Technology and IT systems
    • Tax planning
    • Strategic business planning for newly formed entity

Commercial Real Estate Services

  • Thoroughly assess and perform valuation for the commercial real estate included in the business transaction.
  • Represent the seller or buyer on the commercial real estate included in the deal for sale or lease.
  • Make recommendations and assist as required to develop strategies regarding:
    • Sale leasebacks
    • Landlord and tenant representation
    • Lease transfers
    • New site selection  

Business Transaction Specialities

  • Maxwell & Associates, PLLC specializes in the following business transactions:
    • Professional Service Companies, including Medical, Veterinary, Dental, and CPA practices
    • HVAC and Mechanical businesses
    • Medical Equipment and Supply Businesses
    • Mental Health Centers
    • Engineering Consulting and IoT Businesses
    • Light Manufacturing
    • Blue Color Professional Businesses (DPOR Licensed Contractors)
    • Construction and Remodeling Businesses
    • Equestrian Sport Related Businesses and Horse Farms