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Carolina Acquisition Partners (CAP) Advisors provides brokerage services for both buyers and sellers in the lower middle market arena. Our specialty is directing equity investments in privately owned businesses. The combined efforts of our team and network of professional partners consistently ensure the best outcome for our clients.

WHAT WE PROVIDE

SELLING
A BUSINESS

When selling a business, we help owners prepare for the sale, ensuring appropriate changes and adjustments are made that maximize the profit from the transaction. We use our connections and buyer database to find qualified buyers for each opportunity. With the process managed through the close, our goal is to make the change as painless as possible.

01

STRATEGY

• Strategic Analysis

• Draft Marketing Materials

• Develop Market Map

• Build Financial Model to establish     

   Valuation & Business Plan

02

EXECUTION

• Contact identified buyers

• Distribute Teaser / NDA / CIM

• Draft Management Presentation

• Receive Indications of Interest (IOI's)

• Finalize & Schedule Management

03

TRANSACTION

• Finalize LOI

• Finalize Due Diligence

• Final Negotiation of Agreement

• Regulatory Approvals

• Closing

BUYING
A BUSINESS

When buying, we spend considerable time understanding the client's target acquisition strategy and delivering appropriate candidates for consideration. Whether purchasing for our own portfolio or another, CAP Advisors seeks to achieve the desired outcomes for all parties involved.

01

STRATEGY

• Review and Analyze Business

• Assess and Develop Strategy

• Define and Determine Criteria

• Source and Screen Targets

02

EXECUTION

• Contact and Solicit Targets

• Screen and Introduce Leads

• Review and Evaluate Target Businesses

• Develop and Negotiate Offers

03

TRANSACTION

• Deal Process Management

• Financial Modeling

• Document Negotiation

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GET IN TOUCH

Interested in buying or selling a business? We'd love to chat.

JEFF MAY

CALL

336.260.4417

EMAIL

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