The acquisition of a business can be a risky and daunting process. Otis Enterprises, Ltd. follows an orchestrated, four-phase approach designed to facilitate an orderly transfer of ownership at a fair price for our clients.

Phase One - Qualification

  • Develop Objectives
  • Analyze Requirements
  • Financial Statement Preparation
  • Buyer Profile

Phase Two - Search

  • Create Blind Buyer Profile
  • Marketing Strategy for Buyer
  • Target Specific Companies

Phase Three - Review

  • Review Potential Business Opportunities
  • Visit Potential Businesses
  • Financing Arrangements

Phase Four - Wrap-Up

  • Final Discovery & Negotiations
  • Closing
  • Post-Closing
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