# Kelly Business Advisors, LLC > Selling manufacturing, distribution, health care, and service companies with revenues of $1M – $50M --- ## Pages - [When selling your business, due diligence typically covers these top ten areas:](http://3.224.157.90/frequently-asked-questions/what-to-be-prepared-for-in-due-diligence/): 1. Financial: This involves a thorough review of your financial statements, revenue, taxes, assets, and liabilities. The buyer assesses your... - [Splash Page](http://3.224.157.90/kelly-business-advisors-landing/): Kelly Business Advisors Handles Mergers & Acquisitions, helping Clients make informed decisions for the best interest of their business, family and future. - [What are the key elements to consider when choosing a Mergers and Acquisitions Advisor?](http://3.224.157.90/frequently-asked-questions/what-are-the-key-elements-to-consider-when-choosing-a-mergers-and-acquisitions-advisor/): You’ve decided to sell your business, and now it’s time to find a Mergers and Acquisitions Advisor1 who can help... - [What are realistic expectations to have when selling my business?](http://3.224.157.90/frequently-asked-questions/what-are-realistic-expectations-to-have-when-selling-my-business/): Don’t like your value here are three Ways to Improve EBITDA Referencing the first point, what can a seller do... - [Careers](http://3.224.157.90/careers/): As Mergers & Acquisitions Advisor, Kelly offers generous commission splits & the opportunity to work with an experienced team . - [What is the “second bite of the apple”?](http://3.224.157.90/frequently-asked-questions/what-is-the-second-bite-of-the-apple/): 2nd Bite Goal... 2-4 Times the Return on Investment The first bite of the apple occurs when the PEG buys... - [The Leverage and Luxury of Multiple Offers](http://3.224.157.90/frequently-asked-questions/the-leverage-and-luxury-of-multiple-offers/): In this video, I talk with clients Andy and Stacy about the benefits of receiving multiple offers. Although tempted to... - [What should you do when someone asks to buy your business?](http://3.224.157.90/frequently-asked-questions/buy-your-business/): It happens all the time; someone asks about buying your business. Most business owners are ill-prepared to handle this question.... - [News](http://3.224.157.90/about/news/): - [Private Equity M&A Market Survey](http://3.224.157.90/annual-forum/private-equity-ma-market-survey/): - [Kiely Kelly Garcia](http://3.224.157.90/about/our-team/kiely-kelly/): Mergers & Acquisitions Advisor Kiely Kelly Garcia has a deeply rooted passion for helping people. As a Mergers & Acquisitions... - [George Metos](http://3.224.157.90/about/our-team/george-metos/): Business Broker George has been brokering businesses since 2010, with an emphasis on industrial companies and specialties in automotive towing... - [Our Team](http://3.224.157.90/about/our-team/): - [About](http://3.224.157.90/about/): - [Mission, Vision, Values](http://3.224.157.90/about/mission-vision-values/): Mission Statement What makes the Kelly Team tick is the satisfaction of helping business owners succeed by overcoming the difficulties... - [What Type of Buyers Would be Interested in Your Business?](http://3.224.157.90/frequently-asked-questions/type-of-buyers/): There are many buyer types that may be interested in your business. Your business’ industry, sales channels, products, services, level... - [Is My Business Ready to Sell?](http://3.224.157.90/frequently-asked-questions/ready-to-sell/): EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) is the number one value driver of your business. The more sustainable... - [Am I Ready to Sell My Business?](http://3.224.157.90/frequently-asked-questions/faq-ready-to-sell/): The best time to sell your business is when your profitability, sustainable growth, and management team are all performing at... - [Buyer’s Representation](http://3.224.157.90/services/buying/): Buyer’s Representation Understanding your goals, means, and the buying process. Finding “hidden” businesses for sale. Negotiating all aspects of your... - [Value Enhancement Program](http://3.224.157.90/services/business-value/): The Business Value Enhancement Program is up to a one-year program tailored to address your unique challenges, marketability, and increase your value - [Services](http://3.224.157.90/services/): - [Estimate of Value (EOV)](http://3.224.157.90/services/eov/): The Kelly Estimate of Value is a 2 to 4 week personalized process based on best practices where you work directly with a Certified Business Intermediary. - [Sign Up](http://3.224.157.90/sign-up/): - [Specialties](http://3.224.157.90/specialties/): - [Frequently Asked Questions](http://3.224.157.90/frequently-asked-questions/): Confidentiality Valuation Market Top Considerations Preparation Process Who Are The Buyers? Due Diligence - [Testimonials](http://3.224.157.90/testimonials/): - [John P. Kelly, CBI, M&AMI](http://3.224.157.90/about/our-team/advisor-kelly/): What sets John P. Kelly apart from other Mergers & Acquisitions Advisors? John’s first business and manufacturing teacher was his... - [Privacy Policy](http://3.224.157.90/privacy-policy/): What information do we collect? We collect information from you when you place an order, subscribe to our newsletter or... - [Terms Of Site Use](http://3.224.157.90/terms-of-site-use/): COMPANY NAME Web Site Agreement The SITE-URL Web Site (the “Site”) is an online information service, subject to your compliance... - [Seller's Representation](http://3.224.157.90/services/selling-your-business/): By incorporating a combination of education, evaluation, and assessment we help determine if you're ready to be a seller of your business. - [Contact](http://3.224.157.90/contact-us/): Address Kelly Business Advisors3071 Voyager Dr. Suite EGreen Bay, WI 54311 Phone 920-737-2579 Send an Email Feel free to use... - [Kelly Business Advisors](http://3.224.157.90/): Kelly Business Advisors Handles Mergers & Acquisitions, helping Clients make informed decisions for the best interest of their business, family and future. --- ## Posts - [2021 mergers and acquisitions market trends](http://3.224.157.90/news/2021-mergers-and-acquisitions-market-trends/): Who can forget the onset of the global pandemic? Along with just about everything else, the mergers and acquisitions market... --- # # Detailed Content ## Pages ### When selling your business, due diligence typically covers these top ten areas: - Published: 2025-03-27 - Modified: 2025-03-27 - URL: http://3.224.157.90/frequently-asked-questions/what-to-be-prepared-for-in-due-diligence/ 1. Financial: This involves a thorough review of your financial statements, revenue, taxes, assets, and liabilities. The buyer assesses your profitability, cash flow trends, and overall financial health.   2. Legal: The buyer examines legal documents, including contracts, leases, vendor agreements, and intellectual property rights. They also check for any past or pending litigation that could affect the business.   3. Operational: This area focuses on evaluating your business operations and processes. It includes reviewing marketing and sales strategies, inventory management, production methods, and cybersecurity measures.   4. IT and Environmental: The buyer assesses your technology infrastructure, data security, and any environmental regulations your business must comply with. This is especially important if your business relies heavily on technology or has significant environmental impacts.   5. Human Resources: This involves reviewing employee contracts, benefits, compensation, and any labor disputes. The buyer wants to understand the workforce dynamics and any potential HR-related liabilities.   6. Customer and Market: The buyer evaluates your customer base, market position, and competitive landscape. This includes analyzing customer concentration, customer contracts, retention rates, and market trends. 7. Product and Service: This area involves assessing the quality, profitability, and lifecycle of your products and services. The buyer reviews production costs, margins, and any intellectual property associated with your offerings.   8. Compliance and Regulatory: The buyer ensures your business complies with all relevant laws and regulations, including industry-specific standards. This includes reviewing licenses, permits, and any regulatory issues.   9. Insurance and Risk Management: The buyer examines... --- ### Splash Page > Kelly Business Advisors Handles Mergers & Acquisitions, helping Clients make informed decisions for the best interest of their business, family and future. - Published: 2022-04-20 - Modified: 2022-04-20 - URL: http://3.224.157.90/kelly-business-advisors-landing/ medical practices ASK ABOUT YOUR BUSINESS NOW CONTACT US Specializing in privately owned Medical Related Businesses, including: Mental HealthDentistsOral Surgeons OptometricsOphthalmologistsHome Health Assisted LivingSkilled Care FacilitiesPrivate Practices ChiropractorsVeterinariansTransportation Selling A Business Learn More Estimate of Value Learn More Buying A Business Learn More Increase Your Value Learn More Mergers & Acquisitions Business Advisors committed to your success! Whether you’re thinking about buying or selling, Kelly Business Advisors can help. We have been in your shoes, faced your challenges, and live a process based on best industry practices, focused on achieving results. We’re Mergers and Acquisition Advisors helping Clients make informed decisions for the best interest of their businesses, their families, and their futures. Focused on working with Clients to build, buy, grow, and sell businesses. Kelly works hard not to lose sight of our Clients’ needs for advice from people they can trust. Subscribe toKelly Business Advisors iFrameResize({checkOrigin:false, messageCallback: function(data){scrollTo(0, data. iframe. offsetTop);}, initCallback: function{window. scrollTo(0,0);}, resizedCallback: function(info){scrollTo(0, info. iframe. offsetTop);}}) --- ### What are the key elements to consider when choosing a Mergers and Acquisitions Advisor? - Published: 2022-04-05 - Modified: 2022-04-05 - URL: http://3.224.157.90/frequently-asked-questions/what-are-the-key-elements-to-consider-when-choosing-a-mergers-and-acquisitions-advisor/ You’ve decided to sell your business, and now it’s time to find a Mergers and Acquisitions Advisor1 who can help you navigate the whirlwind that’s on the horizon. Going it alone or choosing the wrong advisor can prove to be a frustrating experience. On the other hand, hiring the right M&A Advisor will be one of the smartest business decisions you’ll ever make. Selling a Business is a Complex Process Overall, the choice boils down to one thing: Will the advisor provide the level of commitment needed to bring the transaction to the finish line? Waiting at the finish line is the buyer who offers the best fit, value, terms, and the best chance to succeed. Selling a business is a complex process. An effective M&A advisor simplifies the complexities and journeys side-by-side with the business owner to reach a successful outcome. When choosing an M&A advisor, select a firm that: You respect enough to follow their adviceAligns with your vision and valuesAdjusts techniques to fit the situation Offers professional M&A advice A good client is a client that respects professional advice and takes it to heart. For example, Kelly advised an underperforming business that, two and a half years later, improved profits by 130%. The business was at its peak at the time of sale. Aligns with your vision and style A good M&A relationship involves two parties with similar vision and operating styles. For example, Kelly Business Advisors’ clients Andy and Stacy wanted to work with an M&A... --- ### What are realistic expectations to have when selling my business? - Published: 2022-02-17 - Modified: 2022-02-18 - URL: http://3.224.157.90/frequently-asked-questions/what-are-realistic-expectations-to-have-when-selling-my-business/ Don’t like your value here are three Ways to Improve EBITDA Referencing the first point, what can a seller do if the market price for a business doesn’t meet expectations? Kelly recommends three methods to increase EBITDA (Earnings before interest, taxes, depreciation, and amortization). Increasing EBITDA increases the value of your business. The more valuable the business is, more buyers will be interested in buying it. Change how the company performs. Increase margins and volume and undertake other business practices to grow your business’s bottom line, and improve EBITDA. Grow through acquisition. Acquire a company or companies with products, services, market, equipment, personnel, and technology that benefits the organization and improves EBITDA. Some companies go as far as using the cash from a dying business to buy a business that has a better future. Ultimately, they sell or discontinue the original product or service offering. Retain an exit planner to help build value over 3-5 years. Take Kelly’s fast track for building value with Kelly’s Value Enhancement Program (VEP). Kelly’s VEP is perfect for business owners that have a shorter timeline than what an exit planner would work on. Whether Kelly takes a business to market or not, owners who completed the Value Enhancement Program implemented a majority of Kelly’s recommendations. Kelly provides a fresh set of eyes and expert advice to help business owners add value to their company. Different Buyer Types Produce Different Value When setting expectations for an expected purchase price for your business, consider the following... --- ### Careers > As Mergers & Acquisitions Advisor, Kelly offers generous commission splits & the opportunity to work with an experienced team . - Published: 2022-02-02 - Modified: 2022-02-02 - URL: http://3.224.157.90/careers/ John P Kelly, principal of Kelly Business Advisors, takes a coaching approach to leading his team of Mergers & Acquisitions Advisors and 1099 contractors. Kelly Business Advisors maintains a good M&A flow because of the company’s reputation for doing right by its clients. Kelly offers generous commission splits and the opportunity to work with an experienced team that possess a positive, can-do attitude. The company uses industry best practices, tools and processes, including a cutting-edge Mergers & Acquisitions CRM. Kelly is active in the several M&A associations, including M&A Source, International Business Brokers Association, and the Midwest Business Brokers Intermediaries. Currently, Kelly is licensed in Wisconsin and Illinois and has plans to expand into Michigan, Iowa, and Minnesota. If you have 5+ years of experience as a Mergers & Acquisitions Advisor, an unwavering commitment to putting your clients’ needs before yourself, and values that align with Kelly’s core values, please contact John P Kelly about an opportunity with our company. --- ### What is the “second bite of the apple”? - Published: 2022-02-02 - Modified: 2022-02-02 - URL: http://3.224.157.90/frequently-asked-questions/what-is-the-second-bite-of-the-apple/ 2nd Bite Goal... 2-4 Times the Return on Investment The first bite of the apple occurs when the PEG buys your business. The second bite of the apple refers to the time when the PEG sells your company, typically three to seven years from the time they bought it from you, and you receive your share of the proceeds. The goal of many PEG’s second bite of the apple is for you to receive a two to four times return on your investment that you rolled into the new company. Some owners enjoy working with PEGs so much that they continue to run the company and participate in the third, fourth, and possibly even more bites of the apple. A Path to the Future and or Retirement / Exit The second bite of the apple is a great option for sellers. This strategy allows sellers to reduce their risk, have cash to invest in other life endeavors, and have partners that can guide their company to greater success. If purchased as a platform, the PEG will work with you to build your business for three to seven years. You will likely need to be the leader of the new company for the first couple of years (longer if you like), prior to transitioning to an advisory role. Real World Owners Who Sold to PEG Kelly Business Advisors clients Andy and Stacy found comfort in the second bite of the apple when they sold Rapid Air to Pfingsten Partners. Andy and... --- ### The Leverage and Luxury of Multiple Offers - Published: 2022-01-21 - Modified: 2022-01-21 - URL: http://3.224.157.90/frequently-asked-questions/the-leverage-and-luxury-of-multiple-offers/ In this video, I talk with clients Andy and Stacy about the benefits of receiving multiple offers. Although tempted to accept the first offer they received, Andy and Stacy held back. Essentially, the first offer was only a starting point. Kelly identified and pursued about 25 buyers. In the end, Andy and Stacy’s business attracted 15 buyers and generated 11 Letters of Intent (LOI). We met with the Top 5 buyers in structured, face-to-face meetings. We further got to know the potential buyers through Zoom calls, phone calls, facility tours, off-site meetings, and research. Because Andy and Stacy had multiple offers for their business, they had the luxury of being choosy. They evaluated each buyer’s values, portfolio, reputation, industry-related knowledge, and experience. Additionally, they evaluated the terms of the sale for each offer. The provisions of the multiple offers varied, making an apples-to-apples comparison difficult. Because of this complexity, Andy and Stacy couldn’t just go with a single provision, like the highest offer on the table. In the end, they chose the buyer that was the best fit for their business. Fast-Paced Negotiations by an Experienced Advisor Business owners who receive multiple offers face a demanding and fast-paced negotiation. If you provided all the information that Kelly requested quickly, this process typically goes well. Kelly leads clients through this process, focusing on the client’s best interests and what it takes to close the transaction. As an experienced M&A advisor, the Kelly Business Advisors Team helps business owners overcome any challenges... --- ### What should you do when someone asks to buy your business? - Published: 2022-01-05 - Modified: 2022-01-21 - URL: http://3.224.157.90/frequently-asked-questions/buy-your-business/ It happens all the time; someone asks about buying your business. Most business owners are ill-prepared to handle this question. As a result, they miss out on a golden opportunity to sell. In contrast, business owners equipped with solid answers can better respond to buyers’ questions. If the circumstances are right, the buyer and seller agree to a mutually beneficial transaction. Three Common Business Buyers Requests to buy a business typically fall into one of three categories: You receive a letter, email or phone call from a stranger that says they are interested in purchasing your business. A lot of businesses and Mergers & Acquisitions advisors have active campaigns. Your company is on their list, possibly because of the industry that you are in, products or services that you offer, your location, or your team. One of these buyers may be a great buyer of your business. However, from the limited information they have, they truly have no idea what their real interest is in your company. One of your customers, vendors, or someone that you know in your industry wants to buy your business. These potential buyers likely know more about your business than the first group. They are likely to have a specific reason why they want to acquire your business. However, they still do not have enough information to know if they are truly interested. Additionally, they may not fully understand your company’s value. One of your employees wants to buy your business. For many businesses, an... --- ### News - Published: 2021-11-03 - Modified: 2021-11-03 - URL: http://3.224.157.90/about/news/ --- ### Private Equity M&A Market Survey - Published: 2021-09-07 - Modified: 2021-09-07 - URL: http://3.224.157.90/annual-forum/private-equity-ma-market-survey/ --- ### Kiely Kelly Garcia - Published: 2021-01-08 - Modified: 2025-01-30 - URL: http://3.224.157.90/about/our-team/kiely-kelly/ Mergers & Acquisitions Advisor Mergers & Acquisitions AdvisorKiely Kelly Garcia Kiely Kelly Garcia has a deeply rooted passion for helping people. As a Mergers & Acquisitions Advisor, Kiely enjoys helping clients reach the best outcome, whether they’re buying or selling.   Kiely began her career at Kelly Business Advisors in 2018 as an executive assistant for her dad, John P. Kelly. In 2020, she earned a Wisconsin Real Estate Salesperson’s license. In spring of 2025, Kiely will be graduating from University of Wisconsin - Green Bay with her Bachelors degree in Business Administration and Entrepreneurship. Working with technology comes easily to Kiely, but it’s her interpersonal skills that set her apart. Business owners feel comfortable with Kiely because she’s approachable and responsive. Working with her father, Kiely is preserving a family tradition in entrepreneurship, that spans three generations. Just as Kiely’s grandfather taught John fundamental business best practices, John is teaching Kiely. Kiely works with every client at Kelly Business Advisors. She assists with Estimates of Value, writes marketing materials, administers marketing campaigns, assists in the due-diligence process, and more. One thing is certain: Kiely’s mentor and father will only assign her roles with client’s that she will be successful with. --- ### George Metos - Published: 2021-01-08 - Modified: 2021-03-04 - URL: http://3.224.157.90/about/our-team/george-metos/ Business Broker Business Broker George Metos George has been brokering businesses since 2010, with an emphasis on industrial companies and specialties in automotive towing and auto parts recycling companies. Generally, George enjoys learning about any type of company. He loves business. He believes that an honest assessment of value is the first step in the M&A process. By determining an honest value, owners can decide whether a sale fits their life goals and objectives. Then the hard work begins in finding the right buyer, at a good value and structure. After earning degrees in Computer Science and Electrical Engineering, George spent 20 years in software development. He built an environment in which 140 technical and creative developers could thrive building software products. The software company eventually merged with a public company, giving George his first exposure to business brokering. George understands the complexities of valuing and selling a business. With integrity and professionalism, he brings parties together to reach a satisfying outcome. --- ### Our Team - Published: 2021-01-08 - Modified: 2021-01-08 - URL: http://3.224.157.90/about/our-team/ --- ### About - Published: 2021-01-08 - Modified: 2021-01-08 - URL: http://3.224.157.90/about/ --- ### Mission, Vision, Values - Published: 2021-01-08 - Modified: 2025-04-01 - URL: http://3.224.157.90/about/mission-vision-values/ Mission Statement What makes the Kelly Team tick is the satisfaction of helping business owners succeed by overcoming the difficulties of selling or acquiring their companies. Vision Statement Each business seller has their own unique goals. Kelly aims to not only meet clients' expectations but also to build lasting relationships that extend well beyond the sale of their business. Core Values Integrity – Doing the right thing - quickly, competently, and with a degree of candor Satisfaction – Fully committed to assisting clients in advancing their company's future Process – Following and developing industry best practices to achieve the best outcomes Collaboration – Always active in building and maintaining a network of Mergers and Acquisitions experts Focus – Laser focused on helping clients cross the finish line --- ### What Type of Buyers Would be Interested in Your Business? - Published: 2020-05-05 - Modified: 2020-05-05 - URL: http://3.224.157.90/frequently-asked-questions/type-of-buyers/ There are many buyer types that may be interested in your business. Your business’ industry, sales channels, products, services, level of EBITDA, size, management team, and location determine what type of buyers would be interested in buying your business. When going to market, it is best to go after several buyer types to find a buyer that may be a good fit with an attractive value. (More) Individual | Strategic Buyer | Private Equity | Family Office | Search Fund | Holding Company | Employees | Family Member Individual A person or single-member entity is typically looking for a job plus an investment. Individuals often draw from their down payment funds from investments, retirement accounts, or an investor, and then rely on their bank for financing the remainder of the purchase price. Individuals make good owner operators and tend to be more open to carrying on your legacy. Additionally, individuals will likely pay more for your business than an employee, but less than other buyer types. Strategic Buyer Strategic buyers could include a competitor, supplier, a company in a similar industry, or an organization wishing to purchase your business for reasons that strengthen their core strategy. Selling to a strategic buyer can garner a higher selling price, however, they frequently consolidate portions of purchased companies that overlap with their own. In these cases, your brand, real estate, and employees may or may not be part of the sale. Private Equity Private Equity Groups are typically considering businesses as platforms for... --- ### Is My Business Ready to Sell? - Published: 2020-05-05 - Modified: 2022-01-13 - URL: http://3.224.157.90/frequently-asked-questions/ready-to-sell/ EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization) is the number one value driver of your business. The more sustainable the future of your companies EBITDA is, the more ready it is to sell. When you think about the word sustainable, that would mean how sustainable the business is with a new owner. In Kelly’s Estimate of Value (EOV), Kelly asks questions about all value drivers of your business listed below, and uses your answers to help determine the value of your business within a range of value from market comparable business that have been sold. Additionally, this work helps determine recommendations for increasing value in your business. Below is an evaluation of the value drivers of a sample company. Attributes in red decrease the value of the business and those in green increase the value of the business. With EBITDA in many cases being the number one driver. When averaging all of the value drivers, that aggregate average guides the advisor to help understand the value of the business within its range. In reality, this tool is good for setting expectations and is a good learning experience when considering taking your business to market. Using best practices, we go to market without an asking price and the market sets the price. The better the business, competition between buyers can drive the price and terms in the seller’s favor. With a business with limited buyer interest, other techniques are used to improve the seller’s position for negotiating price and terms... --- ### Am I Ready to Sell My Business? - Published: 2020-05-04 - Modified: 2022-05-09 - URL: http://3.224.157.90/frequently-asked-questions/faq-ready-to-sell/ The best time to sell your business is when your profitability, sustainable growth, and management team are all performing at a high level. However, retirement and burnout are the top two reasons people decide to sell their business. If any of these situations describe you, it may be time to consider selling, family succession, or transitioning out of the ownership role. (more) Selling your business is a financial and emotional task that demands a great deal of consideration before beginning. Ask yourself... “What will I do after selling my business? ” The more time you’re currently spending in your business, the more challenging it may be to transition out, following the sale of your business. If you’re ready for less financial risk but still love working, you might consider a Recapitalization that lets you keep a portion of the business and continue building it with a Private Equity Group. You can still run the business with additional resources of the Private Equity Group, while greatly reducing your financial risk.  If you’re ready to sell but are concerned about a large amount of suddenly empty time, you might want to rediscover hobbies you set aside or explore nonprofit organizations/programs that could benefit from your experience and availability. You might even decide to buy or start another business. “Who will I be without my business? ” Depending on your situation, selling your business might cause feelings of loss or relief. I sold my previous business 15 years ago. While I still miss... --- ### Buyer’s Representation - Published: 2020-05-04 - Modified: 2021-01-08 - URL: http://3.224.157.90/services/buying/ Buyer’s Representation Understanding your goals, means, and the buying process. Finding “hidden” businesses for sale. Negotiating all aspects of your purchase. Drafting Indications of Interest (IOI’s), and Letters of Intent (LOI’s). Managing effective due diligence. Committing to bringing your acquisition efforts to a successful ending. Whether you’re looking to buy a business of your own or grow your business through acquisition, Kelly Business Advisors can help. A specialist in mergers and acquisitions, Kelly helps you make better decisions for you and your future. Kelly’s Buyer’s Representation is a specialized retained search program that provides guidance through every aspect of the buying process, uncovering businesses that are or are not currently being offered for sale. Kelly estimates that 85% of businesses that are sold never make it to the market. Evaluating several qualified businesses in your buying process teaches you how to buy a business through guided experience. This multiple opportunity approach helps you to make the most informed decisions about buying your business. Click here to download the buying process. Ask About Your Business Now --- ### Value Enhancement Program > The Business Value Enhancement Program is up to a one-year program tailored to address your unique challenges, marketability, and increase your value - Published: 2020-05-04 - Modified: 2021-01-08 - URL: http://3.224.157.90/services/business-value/ Value Enhancement Program While you may be ready to sell your business, the Kelly EOV may reveal concerns that could make your business less attractive to buyers. In such cases, it may be wise to improve the value of your business to ensure better results when you take your business to market. The Kelly VEP is up-to a one-year business enhancement program tailored to address your unique challenges, improve your business’ marketability, and increase your business’ value. Like an accelerated exit planning process, this uniquely customized program identifies areas in need of improvement and creates a plan for making changes that may increase the purchase price of your business by over 20%. Applying the 80/20 rule increasing your business’ value. Improving financials. Planning for product offerings, pricing, inventory, andsales channels. Addressing management challenges.  Improving your marketing presence. Developing and implementing a customized plan for increasing your business’ value. Ask About Your Business Now --- ### Services - Published: 2020-05-04 - Modified: 2020-05-04 - URL: http://3.224.157.90/services/ --- ### Estimate of Value (EOV) > The Kelly Estimate of Value is a 2 to 4 week personalized process based on best practices where you work directly with a Certified Business Intermediary. - Published: 2020-05-04 - Modified: 2021-01-08 - URL: http://3.224.157.90/services/eov/ Estimate of Value (EOV) The Kelly Estimate of Value (EOV) is a 2 to 4 week personalized process based on industry best practices. You work directly with a Certified Business Intermediary (CBI) with decades of experience. The top three deliverables in this process are learning the estimated value, how to increase value, and the marketability of your business. This is a stand-alone service with no commitment to Kelly for representing you in the sale of your company. Also, Kelly will update the report annually at no charge. Kelly Business Advisors’ Estimate Of Value (EOV) process combines the following steps. Recasting your historical financial statements to determine your normalized EBITDA. Analyzing the value drivers of your business. Analyzing your company’s performance compared to your industry. Analyzing the Required Net Working Capital that is sold with your business. Comparing your business to other businesses that have been sold. Comparing your business to other businesses that are currently on the market. Gaining feedback from other M&A Advisors, Private Equity Groups, and industry professionals. Comparing what various types of buyers might pay for your business. The Kelly Estimate of Value (EOV) also provides valuable insights into the business selling process.   “Test driving” your working relationship with Kelly as your advisor.  Understanding how Kelly will market your business. Considering how the current economy affects the sale of your business. Determining if there are benefits to postponing the sale of your business. Clarifying the process of selling your business. Reviewing Kelly’s recommendations to increase the... --- ### Sign Up - Published: 2020-01-16 - Modified: 2020-01-17 - URL: http://3.224.157.90/sign-up/ --- ### Specialties - Published: 2020-01-16 - Modified: 2020-01-17 - URL: http://3.224.157.90/specialties/ --- ### Frequently Asked Questions - Published: 2020-01-16 - Modified: 2025-03-27 - URL: http://3.224.157.90/frequently-asked-questions/ Confidentiality READ FAQs Valuation READ FAQs Market READ FAQs Top ConsiderationsREAD FAQs Preparation READ FAQs Process READ FAQs Who Are The Buyers? READ FAQs DueDiligenceREAD FAQs Confidentiality What is a Transaction Team? Your transaction team consists of your M&A advisor and transaction specialists in business law, accounting, financial planning, and subject matter experts. Kelly can recommend appropriate specialists when you’re selling your business. Kelly does not accept referral fees from subject matter experts, lenders, attorneys, or accountants. How does my information stay confidential? Confidentiality is critical in the process of selling your business. Before confidential information is shared, potential buyers sign a confidentiality agreement. In Kelly’s process, the seller approves each buyer and has an Executed Confidentiality Agreement (CA) in place before Kelly shares confidential information. Our back office is powered by Deal Relations (DR), a software suite designed for the mergers & acquisitions (M&A) industry. All documents are organized and shared with the seller’s and buyer’s transaction teams through our data room. Sensitive information is not sent by email. As an additional layer of security, tax returns and other documents that may contain social security numbers are password protected. Highly desirable businesses are relatively easy to keep confidential as compared to businesses that are more difficult to find buyers for. The process of seeking buyers for businesses that are small, in an undesirable industry, in a remote location, or underperforming, is often more difficult to keep confidential. This is because the likely buyer is within 20 miles of the... --- ### Testimonials - Published: 2020-01-16 - Modified: 2021-01-08 - URL: http://3.224.157.90/testimonials/ --- ### John P. Kelly, CBI, M&AMI - Published: 2020-01-16 - Modified: 2025-03-27 - URL: http://3.224.157.90/about/our-team/advisor-kelly/ Mergers & Acquisitions AdvisorJohn P. Kelly, CBI, M&AMI What sets John P. Kelly apart from other Mergers & Acquisitions Advisors? Lifelong background in manufacturing and entrepreneurship. Personal experience buying, owning, and selling businesses. Extensive education and experience as a Mergers & Acquisitions Advisor. Unwavering passion for helping entrepreneurs achieve success. John’s first business and manufacturing teacher was his father, the owner of the Bond Pickle Company in Oconto, WI, where at a young age, John began learning the skills need for owning, managing, acquiring, and improving a business. After college, John partnered with his roommate to start up a moving and storage company. In year two, John bought his partner out and continued to grow for six years with revenues approaching $1M before selling the company to return home and pursue his dream of working with his father at his family’s pickle company. Soon after returning home, John purchased the business, and formed a management team that drove new product development and immersed the company in continuous improvement and automation based on lean manufacturing principles. Over the following decade, Kelly’s team grew the company from $3M to $10M before selling it to the industry leader. A specialist in seeing and solving problems in manufacturing and distribution businesses, John founded Kelly Business Advisors to provide a platform from which he could help businesses face and overcome the challenges that reduce productivity and profitability. Kelly extended his education through organizations such as IBBA, MBBI, and M&A Source, and enhanced his experience in... --- ### Privacy Policy - Published: 2019-08-02 - Modified: 2020-01-16 - URL: http://3.224.157.90/privacy-policy/ What information do we collect? We collect information from you when you place an order, subscribe to our newsletter or fill out a form. When ordering or registering on our site, as appropriate, you may be asked to enter your name or e-mail address. You may, however, visit our site anonymously. Google, as a third party vendor, uses cookies to serve ads on your site. 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Any of the information we collect from you may be used in one of the following ways: To personalize your experience(your information helps us to better respond to your individual needs) To improve our website(we continually strive to improve our website offerings based on the information and feedback we receive from you) To improve customer service(your information helps us to more effectively respond to your customer service requests and support needs) To process transactionsYour information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the purchased product or service requested. 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You agree to grant to SITE-URL a non-exclusive, royalty-free, worldwide, perpetual license, with the... --- ### Seller's Representation > By incorporating a combination of education, evaluation, and assessment we help determine if you're ready to be a seller of your business. - Published: 2018-01-06 - Modified: 2025-04-04 - URL: http://3.224.157.90/services/selling-your-business/ Seller's Representation The first step toward selling your business successfully is a complimentary meeting with Kelly Business Advisors. By incorporating a unique combination of education, evaluation, and assessment, Kelly helps you determine if you are truly ready to sell your business and outlines the next steps in the process. Click here for a copy of Kelly’s process. Kelly Business Advisors’ process and advisory services begin here. Preparing to go to market Maintaining confidentiality of your sale. Performing an initial Estimate of Value (EOV) of your business. Providing guidance on what the market may pay for your business. Determining how ready you and your business are for sale. Helping you understand the marketability of your business. Providing recommendations to increase the value of your business. Customizing a marketing plan based on industry best practices. Efficient process for preparing marketing materials. Referrals and collaboration with appropriate attorneys, accountants, financial planners, and subject matter experts. Going to marketMaintaining confidentiality of your sale. Preparing you for every step of the selling process. Helping buyers accept the negative challenges of your business. Managing expectations of both the buyer and seller. Negotiating Indications of Interest (IOI’s) and Letters of Intent (LOI’s). Assisting buyers with financing if needed. Managing due diligence. Focusing on increasing value and closing the transaction TransitionDetermining what stays confidential. Creating a plan to inform employees, customers and vendors of the sale. Preparing you for the transition Is it time to sell your business? What is the value of your business? What should you... --- ### Contact - Published: 2018-01-03 - Modified: 2021-01-08 - URL: http://3.224.157.90/contact-us/  Address Kelly Business Advisors3071 Voyager Dr. Suite EGreen Bay, WI 54311  Phone 920-737-2579  Send an Email Feel free to use the contact form below to send a quick message! iFrameResize({checkOrigin:false, messageCallback: function(data){scrollTo(0, data. iframe. offsetTop);}, initCallback: function{window. scrollTo(0,0);}, resizedCallback: function(info){scrollTo(0, info. iframe. offsetTop);}}) --- ### Kelly Business Advisors > Kelly Business Advisors Handles Mergers & Acquisitions, helping Clients make informed decisions for the best interest of their business, family and future. - Published: 2017-12-28 - Modified: 2025-03-31 - URL: http://3.224.157.90/ Selling manufacturing, distribution, health care, and service companies with revenues of $1M - $50M Selling A Business Learn More Estimate of Value Learn More Buying A Business Learn More Increase Your Value Learn More Mergers & Acquisitions Business Advisors committed to your success! Whether you’re thinking about acquiring or selling a business, Kelly Business Advisors can help. We have been in your shoes, faced your challenges, and live a process based on industry best practices, laser focused on achieving results. Helping Clients make informed decisions for the best interest of their businesses, their families, and their futures. Focused on working with Clients to acquire, build, and sell businesses. Kelly works hard not to lose sight of our Clients’ needs for advice from people they can trust. Subscribe toKelly Business Advisors iFrameResize({checkOrigin:false, messageCallback: function(data){scrollTo(0, data. iframe. offsetTop);}, initCallback: function{window. scrollTo(0,0);}, resizedCallback: function(info){scrollTo(0, info. iframe. offsetTop);}}) --- --- ## Posts ### 2021 mergers and acquisitions market trends - Published: 2021-11-18 - Modified: 2021-11-18 - URL: http://3.224.157.90/news/2021-mergers-and-acquisitions-market-trends/ - Categories: News Who can forget the onset of the global pandemic? Along with just about everything else, the mergers and acquisitions market ground to a standstill in the spring of 2020. The Coronavirus swept across Wisconsin, the U. S. and abroad. In response, companies shifted their focus internally. They transitioned staff to work from home, bolstered their balance sheets and increased liquidity. Essentially, mergers and acquisitions largely were on hold in last year’s turbulent business environment. However, 2021 is a different story. 2021 Mergers and Acquisitions Market In 2021, people are looking beyond COVID. Small businesses are selling quickly, so now is a great time for a healthy business to go to market. The mergers and acquisitions market is strong, primarily due to these factors: Historically low cost of capitalPrivate equity groups have abundant capital to investCOVID vaccines improved the business environmentCompanies are motivated to accelerate growth and gain scaleBaby Boomers are ready to sell their businesses and enjoy retirementEmployees are tired of “working for the man” and eager to strike out on their own Just how fast are businesses selling? Let’s look at two sales brokered by Kelly Business Advisors in 2021. Kiely Kelly, Junior Mergers and Acquisitions Advisor, oversaw the sale of an answering service company which closed in six months. Within the first six weeks, the Kelly team was able to finesse nine offers for the seller to consider. Mergers and Acquisitions Advisor Bill Wons was able to receive seven offers for a larger importer of goods from China,... --- ---