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Our M&A Process
At MasterPlan Advisors, we’ve been helping business owners build and exit companies for three decades. Our M&A team relies on proven processes to help sellers exit their businesses successfully, assist buyers in the due diligence process and effectively value businesses.
Sell‑Side Representation Process
We begin with a confidential conversation about timing and goals. Whether prepared or just starting, we’ll guide deal structure from a financial, tax and legal lens.
We’ll help you:
- Determine the right time to sell
- Determine maximum valuations
- Present your business to qualified buyers
- Manage offers, due diligence & closing
Buy‑Side Support & Due Diligence Process
We verify fit of a targeted acquisition and protect your return across diligence.
- Review customers & service mix for recurring revenue
- Complete cash proof to validate statements
- Calculate adjusted EBITDA
- Identify cost synergies & density mapping
Business Valuations Process
Reasons you may need a valuation and the approaches we apply.
Tax Planning
Gifting to heirs
Capital Planning
New partner / financing
Partial Sale
Sell a piece
Legal Issues
Divorce, litigation
Valuing a Business or Asset
Asset Approach (Fair Market Value)
Replacement Cost and Cost to Build
Income Approach
Discounted Cash Flow / Residual Income
Market Approach
Comparables / Precedents
