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Services

Services for Buyers

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Phoenix Exchange provides a process that assists individual buyers and corporations in acquiring a business. Whether you have already identified a potential acquisition, or you need a targeted business search conducted. We can provide a process to evaluate business opportunities and the expertise and services to complete the transaction.


Our Buyer Evaluation Process for evaluating business opportunities and acquisitions will answer these and other common questions:

  • What is the market value of the business (most likely selling price)?
  • Can I get financing for the business?
  • How does the price change in a share purchase vs an asset purchase?
  • How should I structure the purchase transaction?


If the decision is made to move ahead with the purchase, Phoenix Exchange can assist the buyer in completing the transaction with the following steps:

  • Preparation of a Letter of Intent outlining the structure of the proposed transaction, timeline, financing, price and terms.
  • Coordinating and assisting with the Due Diligence process.
  • Obtaining Financing for the purchase by assisting in collecting and preparing documentation needed when approaching potential lenders and institutions.
  • Preparation of a Business Plan & Projections that supports your business model.
  • Providing or connecting you with post-closing support and services you may require in your new ownership role.


For buyers that are still searching for a suitable business we can assist with: 

  • Formulating an acquisition plan that clarifies your search parameters for your ideal target.
  • Build a list of possible acquisition targets that meet your search parameters.
  • Approach the identified candidates confidentially, determine their interest in selling and assist with an evaluation of the prospective business.

Services for Business Owners

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Phoenix Exchange provides a process for business owners of small and medium-sized businesses to evaluate their business and understand what options are available to them when selling or transferring their business.


Our Business Evaluation process will answer these and other common questions:

  • Is my business sellable?
  • What is the market value of my business (most likely selling price)?
  • Should I be selling shares or assets? Do I have a choice?
  • Do I have to provide financing to the buyer?
  • What other options do I have to transfer my business?
  • How can I increase the value of my business?


Our team starts by conduction our Business Evaluation & Valuation Process a thorough review of the business to:

  • Define the owner’s expectations and to assure that the options available for the sale or transfer of the business will meet the owner’s goals.
  • Review and analyze financial statements and prepare adjustments for normalized earnings of the business.
  • Preparation of an Opinion of Value indicating the most likely selling price of the business.
  • Identify the type of buyers the business would attract and your ideal buyer.
  • Review of similar completed transactions and current listings and how they impact your business’s value.
  • Determine if your business is sellable and if there are any other options to transfer your business.


Phoenix Exchange and our associates can assist you with:

  • Developing a Succession Plan for the best option identified in our Business Evaluation & Valuation Process.
  • List your business for sale with Murphy Business Alliance a licensed Business Brokerage Independently Owned & Operated.
  • Assist you in selling your business yourself or transferring to family or employees. We can support you with the following services:


  1. Preparation of a Confidential Information Memorandum outlining the businesses financial performance, history of the company, potential growth, market segments, details of the business’s products or services.
  2. Assist the owner with negotiating a deal structure and terms with the buyer.
  3. Preparation of a Letter of Intent outlining the structure of the proposed transaction, timeline, financing, price and terms.
  4. Preparing for the Due Diligence process and the exchange of information with a secure data room. 
  5. Providing or connecting you with post-closing support and services you may require.