How to Buy, Fix & Sell A Distressed Business Learning Mergers & Acquisitions for Entrepreneurs, Accountants & Start ups

The $9,995 Roll Up ServiceJuly 30th 2014

Email questions to KCTruby@msn.com

KC Truby at Lonesome Cowboy Publishing LLC Box 2254, Casper WY 82602 760-207-6385

Fortune 500 companies have been doing this for 400 years – since the Hudson Bay Company

There are 88 payroll firms doing $1,000,000 in annual revenue

We will start writing them this fall.

What if the payroll roll up idea fails?Well my total cost will be around $950 to send out2 mailers and 88 phone calls - $5.00 per phone call

If it goes no where I lose $950 – I can live with that. I will have introduced myself to 88 successful people

If it works, I could stand to capture $1,000,000 to$5,000,000 in value

Between Nov. and May we rolled up 3 small failing firms for ‘walk away money’

We want to talk to people who want OUT!So, we’re starting the rotation again. This time we’ll include Phoenix and Las Vegas

We are so good at the back office now, thatWe believe we can make A Wonderful LifeA regional - 7 Location Power House.

Remember, ICan not get goodExit multiplesUntil we hit at least$5,000,000 sales

So what does this mean to you?

So what does this mean to you?

There are clientsAnd prospectiveClients – lookingTo roll up theirWeak competitors

But they DO NOT knowWhere to start.

Here is an easy wayTo get $9,995 engagements

Get into M&A without risk

Meet hundreds of prospects

Generate long termRevenue streams

Yeah, we’ve thought about

growth by acquisition

Help clients andProspects find andDeal with biz owners

• Want to retire• Need capital to expand• Want to sell out• Who are failing• Who need a partner

Yeah, I’ve been thinking about

getting out.

The steps to involved in this service…Find People to Pay You1. Start with your client and in-house list2. Send a letter asking if they want to ‘roll up’ weak competitors3. Follow up with a soft phone call4. Set appointment to review – this might be done at a lunch meeting

with multiple prospects at one time. 5. Remember one excited buyer will ‘fire up’ the rest of the clients6. This service is valuable you do not have to do it cheap7. You may get 2 of 4 people at lunch to commit $9,995

Send this letter to your clientsAnd people you want as clients

Put your potential clients on the M&A weekly call distribution as a sponsored attendee.Regardless of initial sales results. They may say ‘no’ for right now, but change there mind.

Your service would include….• Build a list of all your competitors in the county – will be 50 to 200 in most cases.• Send out a series of two first class letters under your letterhead announcing interest.• Developing a financial model to determine which acquisitions make sense. • Our office will make a follow up phone call to everyone on the list to determine if we have a

prospective acquisition and set a meeting with up to 10 of the best prospective sellers. • Gather pertinent information about the business to determine if you should move forward.• Determine if the business fits your pre-set guidelines.• Focus our energy on those firms that are distressed and offer the biggest potential ROI.• Review those ‘deals’ that make sense with the client – so that you can tell us to move

forward to a meeting between the client and the seller.• Review of financial records to determine the viability of the acquisition. • Create a rough draft evaluation of the business for the clients review.• Assist in structuring an offer for the client to present to the seller.

Your cost to fulfill will be 40 to 50 hours of staff time – and 10 to 20 hours of your time.

Once you have a deal

A simple shortLetter to the 50-100Targeted prospects

You’ll end up gettingPaid (by your client)To meet a hundred Business ownersThis year.

Meet with the prospective sellers for lunch

Ask the same questions – as if you were buying the business.

Then bill MORE for these services…• Creating the supporting confidential memorandums & sale offers• In depth due diligence following our 109 step process. • Support and assistance in the clients’ negotiation of the acquisition. • Assistance in finding capital if needed. • Review the tax structure and cash flow implications of the ‘deal.’• Assistance in developing an asset protection plan so your current

holdings are not at risk.• Creating and managing the documents and compliance filings.• Post-acquisition support including cost cutting advice on areas of

overhead that can be reduced by combining companies.

This is a unique idea on how to Build your Network of relationships

You will have a new product to sell clientsYou have a new way to meet prospectsYou will meet 10 new business owners for every deal

We have no idea where this will end up at theEnd of one year. Other revenue streams open up

But my guess is that you will have severalhundred new people in your databasethat see you as a high end service provider.

How to Buy, Fix & Sell A Distressed Business Learning Mergers & Acquisitions for Entrepreneurs, Accountants & Start ups

The $9,995 Roll Up ServiceJuly 30th 2014

Email questions to KCTruby@msn.com

KC Truby at Lonesome Cowboy Publishing LLC Box 2254, Casper WY 82602 760-207-6385