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Clear Rock M&A | Middle Market M&A Advisors

We work with business owners to successfully achieve an exit from their company. We help companies build enterprise value through highly tailored, structured buy-side acquisition searches. Business Valuations for tax, litigation support, financial reporting, buy-sell, and more. Not ready for an exit? We’ll help you get there. What Sets Us Apart. Every engagement is led by an experienced professional. You'll never be passed off to a junior analyst. Rolling Up Our Sleeves. Asset vs Stock Sale. As a busines...

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We work with business owners to successfully achieve an exit from their company. We help companies build enterprise value through highly tailored, structured buy-side acquisition searches. Business Valuations for tax, litigation support, financial reporting, buy-sell, and more. Not ready for an exit? We’ll help you get there. What Sets Us Apart. Every engagement is led by an experienced professional. You'll never be passed off to a junior analyst. Rolling Up Our Sleeves. Asset vs Stock Sale. As a busines...
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Clear Rock M&A | Middle Market M&A Advisors | clearrock.net Reviews

https://clearrock.net

We work with business owners to successfully achieve an exit from their company. We help companies build enterprise value through highly tailored, structured buy-side acquisition searches. Business Valuations for tax, litigation support, financial reporting, buy-sell, and more. Not ready for an exit? We’ll help you get there. What Sets Us Apart. Every engagement is led by an experienced professional. You'll never be passed off to a junior analyst. Rolling Up Our Sleeves. Asset vs Stock Sale. As a busines...

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1

Clear Rock M&A | Confidentiality

http://clearrock.net/confidentiality

It is virtually impossible for a business owner to maintain confidentiality when selling independently given the natural inclination to share information and speak freely about the business they’ve built. Ensure confidentiality agreements are in place prior to any substantive conversation. Stage information out to buyer prospects in order to limit the release of confidential data. Qualify buyers prior to the disclosure of deeper information. Maintain an arms-length distance between buyer and seller.

2

Clear Rock M&A | About Us

http://clearrock.net/about-us-2

Founded in 2003, Clear Rock Associates, Inc. is a veteran owned and operated financial services firm. Our core line of business is M&A advisory. We have strong experience in equity and debt placements, financing arrangements, and interim company management. The Clear Rock team is deployed in functional areas, designed to couple the deep industry experience and expertise of our team members with our core finance professionals. CRA deploys assets in this fashion to meet industry needs and niches.

3

Clear Rock M&A | Experience

http://clearrock.net/experience

We have a broad range of experience throughout both industries and size of transactions. As trusted advisors we have completed over 30 sell side transactions and over 100 financial advisory engagements. Our target market is the “lower middle market,” which we define as is $2 million to $75 million. Self Funded Alternatives Acquired by Crump. Cedar Hill Acquired by JW Pierson. Kingsport Acquired by Westwood. Sturgeon Insurance Acquired by Brown and Brown. Costa Logistics Acquired by Everlast Transport.

4

Clear Rock M&A | FORTUNE WRITEUP, AND PARALLELS TO M&A

http://clearrock.net/2014/12/fortune-writeup-and-parallels-to-ma

FORTUNE WRITEUP, AND PARALLELS TO M&A. Posted by Clear Rock. Fortune has a quick little piece. Comparing lessons learned on Everest to investing (and as alpinists ourselves, how could we pass this up? One of the points that the author makes is “You don’t need total clarity to put one foot in front of the other.” This point alone is perhaps the number one thing we see with buyers that fail to close a transaction. Asset vs Stock Sale. What is an Earnout? FORTUNE WRITEUP, AND PARALLELS TO M&A.

5

Clear Rock M&A | USING A BUSINESS VALUATION TO MEASURE PERFORMANCE

http://clearrock.net/2014/11/using-a-business-valuation-to-measure-performance

USING A BUSINESS VALUATION TO MEASURE PERFORMANCE. Posted by Clear Rock. The SBA estimated that for over 75% of business owners, the company is the largest single asset that they own. Furthermore, evidence suggests that over 90% of business owners don’t know an accurate value for their business. ENTER THE BUSINESS VALUATION. Business owners may consider a formal business valuation for a wide variety of reasons, or triggering events as we call them. Common triggers include:. Considering a purchase or sale.

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